Edit a lease and update an existing contract

To change an abstracted lease, upload an addendum PDF to the existing lease or edit the verified values in Atlas. When you update an existing Lucernex contract, the import uses the verified Atlas values. Some values update existing Lucernex fields, and other Atlas areas create additional records instead of replacing existing Lucernex records.

Contract summary fields are overwritten with the values you verified in Atlas. For example, if Contract name or Contract ID is changed in Atlas and verified, the existing contract field is updated with that value.
Location, Facility, and Portfolio values are ignored and not overwritten during contract updates because they are shared entity records in Lucernex.
Responsibility records are updated instead of duplicated when matching responsibility data already exists.
The system appends related records rather than replacing them. This includes records such as covenants, contract terms, key dates, allowances, and similar child records. If you import the same lease again, Lucernex may create duplicate child records.
Notes and option descriptions are appended to the top of the existing text field rather than replacing the existing value.

We recommend that you review imported records after each update. If the system creates duplicate or superseded records, update or remove them manually according to your organization’s data governance process.

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

This feature will be available in September 2026.

Prerequisites

Note: By default, AI Abstracted shows as a Status option in Lucernex entities regardless of whether AI Lease Abstraction is enabled for your firm. If AI Lease Abstraction is not enabled for your firm, administrators can set this option to Inactive.

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

Abstract an addendum PDF

Select Crue > Your Leases to display the list of abstracted leases.
Select Edit in Atlas next to the lease.
Select Revise Lease.

This sets the status to revision.
Select Amendments.
Drag and drop the PDF into the Drag and drop pane.
Select Re-abstract.

The status of the lease in the Your Leases page updates to processing. Processing is not instant. The system sends you an email when processing is complete.

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

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

When processing completes, verify the information and update an existing contract with that information.

When processing an updated lease or addendum, Lucernex updates or appends records only for fields verified after the re-abstraction date.

When the status is revision, the lease is available for editing.

Verify and edit the lease

Verify the lease after abstraction or edit fields directly and verify without running abstraction. When the status is revision, the lease is available for editing.

Select Crue > Your Leases to display the list of abstracted leases.
Select Edit in Atlas next to the lease.
Select Lease, then select the PDF with the updates.
In Verification, edit or correct values.

The system automatically saves your progress when you verify values.
When finished, select Activate Lease.

This sets the status to active, which indicates that the information is verified and complete.
Update an existing contract with the information.

Update an existing contract from an updated lease

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

Select Crue > Your Leases to display the list of abstracted leases.
Select Import into Lucernex next to the lease.
In the dialog that appears, select Update existing.
Select the Lucernex contract to update, then select Update this contract.
In the Confirm update dialog that appears, select Yes to confirm that you want to update the existing contract, otherwise select No.

Lucernex validates data types, required fields, and values, then updates entities.

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

The system sets the Status of records it creates to AI Abstracted.