Abstract a Lease and Create a New Contract

When abstraction is complete, verify the lease information, import the lease to a new contract.

AI Lease Abstraction is a licensed feature. To purchase AI Lease Abstraction, contact your Accruent account manager.

This feature will be available in September 2026.

Prerequisites

AI Lease Abstraction is accessed via the Crue option. When AI Lease Abstraction is enabled for your user and firm, the Crue option appears next to the Search box at the top of the screen.

Abstract a lease PDF and verify values

Extract data from a lease PDF and verify the values.

When you abstract lease information from the PDF, the lease appears on the Your Leases page. From there, verify the lease information, then import the lease to create a new contract or update an existing contract.

1. Select Crue > Abstract lease in the top menu bar.

   Atlas AI opens in a new browser tab and automatically signs you in.

2. Drag and drop the lease PDF into the upload pane or select the upload pane to browse for the file.

3. Select the Template.

   Atlas AI uses this template to perform Optical Character Recognition (OCR) and determines which data to extract.

4. Select Start Lease Abstraction.

   Processing is not instant. The system sends you an email when processing is complete.

   Select Batches to display all leases including those with the status draft, processing, or complete.

   View leases that have finished processing on the Your Leases page.

5. Select Crue > Your Leases to display the list of abstracted leases.

6. Select Edit in Atlas next to the lease.

7. Review extracted fields alongside the source document.

   Atlas AI flags fields with confidence scores below 70% for your review.

8. Select Verification to edit or correct values:

   1. Select the field.

   2. If the correct value is not displayed for a field:

      • Select the value you want from the abstracted options available, then select ellipsis () > Refresh Answer.

      • Enter the correct value.

   3. Select Verify to confirm the value.

      You must select this to update the corresponding field in Lucernex with this information. The system only imports verified values into Lucernex.

   4. Repeat these steps for each field.

      Ensure values match Lucernex validation criteria. For example, if you enter an area, enter a measurement unit.

      Select Back and Next to navigate between fields.

Create a new contract from an abstracted lease

Create a new contract in Lucernex from an abstracted lease in Atlas AI on the Your Leases page. The lease must have successfully abstracted and its status must be active, revision, or draft.

1. Select Crue > Your Leases to display the list of abstracted leases.

2. Select Import into Lucernex next to the lease.

3. In the dialog that appears, select Create new to create a new contract in Lucernex.

   This creates a new contract even if one already exists for this lease.

4. In the Confirm Import dialog that appears, select Yes to confirm that you want to create a new contract, otherwise select No.

   When you create a new contract, Lucernex creates the contract and related child records from the verified values in Atlas. Depending on the imported data, this can include location, facility, contract term, covenant, expense setup, allowance, insurance, responsibility, security deposit, and percent rent records.

   If the lease is for a new site, Lucernex creates the supporting records from the verified location and facility information. If the lease relates to an existing site, review the imported location, facility, and portfolio-related values carefully before saving the final records.

   If a contract already exists, Lucernex adds a suffix to the new contract name with parentheses encasing the number of the duplicate. For example, Contract_A (2).

   Lucernex validates data types, required fields, and values, then creates the contract and related entities.

   • Data types: Dates, currencies, percentages, and booleans must be in the correct format.

   • Required fields: Lucernex flags any missing mandatory fields.

   • Dropdowns: Lucernex automatically creates code table entries if a dropdown value from Atlas AI doesn't exist in Lucernex.

   • Cross-entity dependencies: For example, Lucernex cannot create a contract before its parent Location exists.

   • Portfolio: A related Atlas field is currently used to determine the portfolio. This is under review and may change in a subsequent release.

   If validation fails, Lucernex rejects the update and an error message appears. If this occurs, correct the information in Atlas AI and try again.

   The contract is operational and standard Lucernex features are available, including reporting, jobs, and payment scheduling.