AI Lease Abstraction

AI Lease Abstraction uses artificial intelligence to read your PDF lease documents and extract structured data directly into Lucernex. It replaces the manual process of reviewing a lease with hundreds of pages and entering data manually for each field. This performs optical character recognition (OCR) and intelligent data extraction from lease PDFs including handwritten text and low-quality scans.

AI Lease Abstraction is for:

Lease administrators who want to reduce manual data entry and populate lease records more consistently.
Real estate and finance teams who need accurate lease data for reporting and compliance.
Implementation consultants who set up lease data for new clients. AI Lease Abstraction accelerates initial data loading during implementations.

This helps you reduce abstraction time by 60 to 80% and improves data consistency compared with manual entry.

Abstract a lease and create a new contract: Upload a lease PDF to Atlas AI from Lucernex, extract data into entity types, verify the data, and create a new contract.
Edit a lease and update an existing contract: Upload a PDF with updated lease information, reabstract the lease, and update the contract in Lucernex or edit abstracted lease information and update the Lucernex 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.

Supported entity types

The system uses the values you verify to create or update records for the entity types listed below.

Allowance
Contract
Contract amendment
Contract term
Covenant
Expense schedule
Expense setup
Facility
Insurance
Key date
Location
Percent rent
Percent rent breakpoint
Responsibility
Sales exclusion
Sales exclusion cap
Scheduled offset
Security deposit
Variable rent offset

Field mappings

Atlas AI extracts lease information into template fields that map to Lucernex entities and fields. The mapping determines where each verified value is saved when you import the lease.

Contract: Core lease information, such as contract name, contract ID, commencement date, expiration date, execution date, agreement type, holding interest, rentable area, payment begin and end dates, and related contract classifications.
Location and Facility: Premises and site information, such as address, city, state, country, postal code, rentable area, usable area, gross area, market area, region, and related location or facility classifications.
Contract Term and Key Date: Term information and related date tracking, such as original, renewal, expansion, relocation, contraction, automatic renewal, notice dates, tickler dates, and event dates.
Covenant: Lease clause summaries, such as assignment and subletting, audit rights, automatic renewal, co-tenancy, expansion, option to renew, percent rent, relocation, rent commencement, termination rights, and other configured covenant types.
Expense Setup: Expense setup information, such as expense group, type, category, frequency, payment due dates, reconciliation flags, CPI information, pro rata share, caps, and tax flags.
Allowance: Tenant allowance information, such as allowance group and type, begin and end dates, total amount, rentable area, section, and notes.
Insurance: Insurance requirement information, such as insurance group, type, category, certificate required, policy required, coverage amount, policy number, coverage dates, and notes.
Responsibility: Responsibility information, such as responsibility group and type, responsible party fields, cap amount, cap percent, effective date, end date, and section.
Security Deposit: Security deposit information, such as deposit amount, deposit currency, guarantee type, interest-bearing flag, required flag, separate account flag, return currency, section, and notes.
Percent Rent: Percent rent summary information, such as percent rent type, begin and end dates, cap amount, floor amount, reporting frequency, payment due days, sales group, proration method, and notes.

The system maps dropdown values using the corresponding Lucernex code tables. Atlas pulls configured Lucernex dropdown values, such as expense groups and expense types, enabling you to select values that match the target Lucernex configuration.

Import behavior

Lease AI imports to Lucernex with the following behavior.

Atlas abstraction area	Lucernex entity and fields	Import behavior and recommendations
Lease summary and core lease terms	Contract: Contract name Contract ID Agreement type Commence date Expire date Execute date Holding interest Rentable area Payment dates Organization Prototype Master contract Notes	The system updates contract-level fields when verified values are imported. Use for lease-level information only. User-defined fields are not included in the standard mapping.
Premises, address, area, market, and region information	Location and facility: Location name Facility name Address City State Country Postal code Rentable area Usable area Gross area Market area Region Time zone and related classifications	The system creates or matches related location and facility records, depending on whether matching records already exist. Review location, facility, and portfolio-related values after import, if your organization uses portfolio-based security.
Lease terms and options	Contract term: Term type Term status Begin date End date Payment begin date Payment end date Rentable area Section Notes	The system creates supported term records. When updating records, the system generally appends rather than replaces records. The system automatically creates only one: Original term Renewal term Expansion term Check for additional option details stored in notes.
Notice and option date tracking	Key date: Key date type Key date group Begin date End date Notice begin date Notice end date Notice Period Tickler Date Frequency Action Notes	The system creates key date records for supported term and covenant scenarios from supported term or covenant mappings. Review notice dates after import.
Lease clause summaries	Covenant: Covenant group Covenant type Covenant category Covenant status Covenant date Exists? Standard language? Page Paragraph Section number Line number Amount Area Notes	The system creates covenant records with summary/paraphrase information. Many Atlas covenant types map to Lucernex covenant categories and types. The system only creates covenant key dates for supported configured types.
Recurring expense setup	Expense setup: Expense group Expense type Expense category Frequency Payment method Begin date End date Payment due fields CPI fields Pro rata share Caps Tax flags Reconcilable expense Notes	The system creates expense setup records from the values you verify. The system does not automatically create expense schedules. Review the schedule summary information in the notes for information to create expense schedules.
Tenant allowance	Allowance: Allowance group Allowance type Begin date End date Currency type Total amount Rentable area Section Notes	The system creates allowance records. When updating records, the system generally appends rather than replaces records. Use this primarily for tenant improvement or tenant allowance information.
Insurance requirements	Insurance: Insurance group Insurance type Insurance category Begin date End date Coverage amount Policy number Certificate required? Policy required? Self insured? Section Notes	The system creates insurance records from the values you verify. Use for tenant insurance requirements. Landlord insurance requirements may be captured in covenant notes when applicable.
Repair, maintenance, replacement, and party responsibility information	Responsibility: Responsibility group Responsibility type Maintenance responsibility Repairs responsibility Replace responsibility Cap amount Cap percent Included in rent? Effective date End date Section	The system creates or updates responsibility records for types configured in Lucernex. Responsibility records behave differently from other child records. The system updates matching responsibility records instead of duplicating them.
Security deposit, letter of credit, and guarantee information	Security deposit: Deposit amount Deposit currency Guarantee type Required? Interest bearing? Interest Rate Separate account? Legal party Return deposit currency Section Notes	The system creates security deposit records from the values you verify. Use notes for replenishment, return timing, increases, and other deposit terms that do not map cleanly to standard fields.
Percent rent summary	Percent Rent: Percentage rent type Begin date End date Billing frequency Reporting frequency Payment due days Report due days Cap amount Floor amount Sales group Expense group Expense type Proration method Rent year start month Section Notes	The system creates basic percent rent setup information. In this release, the system is not automatically configured for sales exclusions, sales exclusion caps, and offsets. Check notes for details that you can use to manually complete records.

Atlas abstraction area

Lucernex entity and fields

Import behavior and recommendations

Lease summary and core lease terms

Contract:

Contract name
Contract ID
Agreement type
Commence date
Expire date
Execute date
Holding interest
Rentable area
Payment dates
Organization
Prototype
Master contract
Notes

The system updates contract-level fields when verified values are imported.

Use for lease-level information only. User-defined fields are not included in the standard mapping.

Premises, address, area, market, and region information

Location and facility:

Location name
Facility name
Address
City
State
Country
Postal code
Rentable area
Usable area
Gross area
Market area
Region
Time zone and related classifications

The system creates or matches related location and facility records, depending on whether matching records already exist.

Review location, facility, and portfolio-related values after import, if your organization uses portfolio-based security.

Lease terms and options

Contract term:

Term type
Term status
Begin date
End date
Payment begin date
Payment end date
Rentable area
Section
Notes

The system creates supported term records.

When updating records, the system generally appends rather than replaces records.

The system automatically creates only one:

Original term
Renewal term
Expansion term

Check for additional option details stored in notes.

Notice and option date tracking

Key date:

Key date type
Key date group
Begin date
End date
Notice begin date
Notice end date
Notice Period
Tickler Date
Frequency
Action
Notes

The system creates key date records for supported term and covenant scenarios from supported term or covenant mappings.

Review notice dates after import.

Lease clause summaries

Covenant:

Covenant group
Covenant type
Covenant category
Covenant status
Covenant date
Exists?
Standard language?
Page
Paragraph
Section number
Line number
Amount
Area
Notes

The system creates covenant records with summary/paraphrase information. Many Atlas covenant types map to Lucernex covenant categories and types.

The system only creates covenant key dates for supported configured types.

Recurring expense setup

Expense setup:

Expense group
Expense type
Expense category
Frequency
Payment method
Begin date
End date
Payment due fields
CPI fields
Pro rata share
Caps
Tax flags
Reconcilable expense
Notes

The system creates expense setup records from the values you verify.

The system does not automatically create expense schedules. Review the schedule summary information in the notes for information to create expense schedules.

Tenant allowance

Allowance:

Allowance group
Allowance type
Begin date
End date
Currency type
Total amount
Rentable area
Section
Notes

The system creates allowance records.

When updating records, the system generally appends rather than replaces records.

Use this primarily for tenant improvement or tenant allowance information.

Insurance requirements

Insurance:

Insurance group
Insurance type
Insurance category
Begin date
End date
Coverage amount
Policy number
Certificate required?
Policy required?
Self insured?
Section
Notes

The system creates insurance records from the values you verify.

Use for tenant insurance requirements. Landlord insurance requirements may be captured in covenant notes when applicable.

Repair, maintenance, replacement, and party responsibility information

Responsibility:

Responsibility group
Responsibility type
Maintenance responsibility
Repairs responsibility
Replace responsibility
Cap amount
Cap percent
Included in rent?
Effective date
End date
Section

The system creates or updates responsibility records for types configured in Lucernex.

Responsibility records behave differently from other child records. The system updates matching responsibility records instead of duplicating them.

Security deposit, letter of credit, and guarantee information

Security deposit:

Deposit amount
Deposit currency
Guarantee type
Required?
Interest bearing?
Interest Rate
Separate account?
Legal party
Return deposit currency
Section
Notes

The system creates security deposit records from the values you verify.

Use notes for replenishment, return timing, increases, and other deposit terms that do not map cleanly to standard fields.

Percent rent summary

Percent Rent:

Percentage rent type
Begin date
End date
Billing frequency
Reporting frequency
Payment due days
Report due days
Cap amount
Floor amount
Sales group
Expense group
Expense type
Proration method
Rent year start month
Section
Notes

The system creates basic percent rent setup information.

In this release, the system is not automatically configured for sales exclusions, sales exclusion caps, and offsets.

Check notes for details that you can use to manually complete records.

The system does not fully create and update the following entities and fields.

Entity	Lucernex fields	Current import behavior and recommendations
Expense schedule	Annual amount Begin date End date Payment amount Payment rate First payment amount Last payment amount Daily rent rate Approval status Hold? Is CPI? Option rent? Description Notes	Not automatically created. Expense setup records may be created, but you must create schedule rows manually. Review the schedule summary information in the recurring expense setup notes for information to create expense schedules.
Percent rent breakpoint	Begin date End date Breakpoint amounts 1-8 Breakpoint counts 1-8 Breakpoint rates 1-8 Natural breakpoint rate Sales group Portioned sales group Description Notes	Not automatically created. Review percent rent notes for any breakpoint information that you can use to manually complete records.
Sales exclusion	Begin date End date Sales group Sales type Exclusion group cap Cap amount Cap percent Exclusion rate Currency type Notes	Not automatically created. Review notes for any sales exclusion information that you can use to manually complete records.
Sales exclusion cap	Begin date End date Exclusion cap Sales group Cap amount Cap percent Currency type Notes	Not automatically created. Review notes for any sales exclusion cap information that you can use to manually complete records.
Scheduled offset	Begin date End date Total amount Cap amount per month Cap percent Currency type Notes	Not automatically created. Review notes for any scheduled offset information that you can use to manually complete records.
Variable rent offset	End date Offset group Offset type Expense group Expense type Aggregate expense group Aggregate expense type Sales group Fixed offset amount Cap amount Cap percent Currency type Notes	Not automatically created. Review percent rent notes for any variable rent offset information that you can use to manually complete records.

Entity

Lucernex fields

Current import behavior and recommendations

Expense schedule

Annual amount

Begin date

End date

Payment amount

Payment rate

First payment amount

Last payment amount

Daily rent rate

Approval status

Hold?

Is CPI?

Option rent?

Description

Notes

Not automatically created.

Expense setup records may be created, but you must create schedule rows manually.

Review the schedule summary information in the recurring expense setup notes for information to create expense schedules.

Percent rent breakpoint

Begin date

End date

Breakpoint amounts 1-8

Breakpoint counts 1-8

Breakpoint rates 1-8

Natural breakpoint rate

Sales group

Portioned sales group

Description

Notes

Not automatically created.

Review percent rent notes for any breakpoint information that you can use to manually complete records.

Sales exclusion

Begin date

End date

Sales group

Sales type

Exclusion group cap

Cap amount

Cap percent

Exclusion rate

Currency type

Notes

Not automatically created.

Review notes for any sales exclusion information that you can use to manually complete records.

Sales exclusion cap

Begin date

End date

Exclusion cap

Sales group

Cap amount

Cap percent

Currency type

Notes

Not automatically created.

Review notes for any sales exclusion cap information that you can use to manually complete records.

Scheduled offset

Begin date

End date

Total amount

Cap amount per month

Cap percent

Currency type

Notes

Not automatically created.

Review notes for any scheduled offset information that you can use to manually complete records.

Variable rent offset

End date

Offset group

Offset type

Expense group

Expense type

Aggregate expense group

Aggregate expense type

Sales group

Fixed offset amount

Cap amount

Cap percent

Currency type

Notes

Not automatically created.

Review percent rent notes for any variable rent offset information that you can use to manually complete records.