Softpiper Solutions

Real estate · Documents and back office

Lease and property document abstraction

Extract parties, rent schedules, escalations, lock-ins and renewal dates from leases and property documents with Claude, every field linked to the page it came from.

  • ClaudeAnthropic
  • GeminiGoogle
  • Typical timeline: 3–5 weeks

The problem

Leases, sale agreements and society or NOC documents run to dozens of pages, and the dates and clauses that matter get missed.

  • Renewal and escalation dates live in PDFs, not in a system.
  • Abstracting one lease by hand takes hours.
  • Backlogs of older documents never get done.

How we solve it

Claude reads each document, extracts the fields you care about into your database and links every value to the cited page, so a reviewer can check it quickly.

It plugs into Google Drive or SharePoint, Zoho or HubSpot, Postgres and Calendar, so nothing you rely on today is replaced. The architecture below shows each step and which model does the work.

Architecture

From your stack, through the AI layer, to numbers you can track

Each step names the model or system doing the work. Writes to your systems wait for a person to approve them.
Lease and property document abstraction. Your systems (Google Drive or SharePoint, Zoho or HubSpot, Postgres and Calendar) connect to Softpiper's AI layer, which runs these steps: Collect documents (Drive / SharePoint connectors); Extract with citations (Claude Opus · PDF input); Validate (Structured outputs); Human review (Review screen); Act on the dates (Batch API · CRM); Ask the documents (optional) (Gemini Notebook). Outcomes are measured as abstraction time per document, field-level accuracy against human review, missed renewal or escalation events and backlog cleared.

Your stack

  • Google Drive or SharePoint
  • Zoho or HubSpot
  • Postgres
  • Calendar

AI layer

Softpiper AI layer

  • Claude
  • Gemini
  1. Collect documents, using Drive / SharePoint connectors

    New documents are picked up from Drive or SharePoint folders as they arrive.

  2. Extract with citations, using Claude Opus · PDF input

    Parties, rent schedule, escalations, lock-ins, deposits and renewal dates are extracted, each with a citation to its page.

  3. Validate, using Structured outputs

    Values are checked against a schema and business rules (dates in order, amounts that parse) before they are saved.

  4. Human review, using Review screen

    A reviewer verifies financial fields side by side with the cited page.

  5. Act on the dates, using Batch API · CRM

    Key dates become calendar reminders and CRM records; backlogs run overnight through the Batch API.

  6. Ask the documents (optional), using Gemini Notebook

    Staff ask questions across a property's document set.

Outcomes you measure

  • Abstraction time per document
  • Field-level accuracy against human review
  • Missed renewal or escalation events
  • Backlog cleared

Why this model

Claude and Gemini, each where it leads

We choose per task on capability, cost and where your data must stay. Final versions are picked at kickoff.
ClaudeAnthropic

Claude reads PDFs natively and returns citations to the exact passages it used, so each extracted value is traceable. Structured outputs keep the fields consistent, and the Batch API clears backlogs at half the interactive price.

GeminiGoogle

Optional: Gemini Notebook (formerly NotebookLM) gives staff a source-grounded Q&A space over one property's document set.

Delivery

What you get, how long it takes, and how we keep it safe

Guardrails

  • A person verifies financial fields before they are saved.
  • Access is restricted per portfolio and per user.
  • Every value links back to its source page.
  • Source documents stay in your storage; the database holds extracted fields and page references.

Plus the guardrails on every build: facts from your systems, approvals for writes and money, a human one step away, audit logs and evals. See all

Deliverables

  • Field schema agreed with your team
  • Extraction pipeline with citations
  • Review screen for verifiers
  • Reminders and CRM write-back
  • Backlog run report

Typical timeline

  1. Extraction pipeline and review screen3–5 weeks

A planning range for a first production release. We confirm scope, price and dates in a tailored proposal.

KPIs to track

  • Abstraction time per document
  • Field-level accuracy against human review
  • Missed renewal or escalation events
  • Backlog cleared

Goals we agree with you and measure from a baseline. They are what we track, not results we promise.

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Pip · Softpiper's AI

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Pip is Softpiper's AI. Tell it what you run today and it will walk through how this playbook fits, what we would build first and a tailored price range. Or book a call with the team.

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