Workflow Guide

Last updated 2026-03-122 min readWorkflow Guides
The Problem

Over a 10-15 year tenant relationship, a commercial lease may accumulate 5-10 amendments, each modifying specific terms of the base lease or prior amendments. Tracking which provisions are currently effective requires careful cross-referencing — a process where manual errors are common and consequences are expensive.

Step-by-Step Automation Workflow

1

Upload the complete lease package

Upload the complete lease package: base lease, all amendments, side letters, and commencement date agreements.

2

Identify what each document modifies or supersedes

AI processes each document separately, identifying which provisions modify, supersede, or supplement the base lease.

3

Generate the current effective terms abstract

Generate a unified 'current effective terms' abstract that reflects all modifications.

4

Cite the source document for every current term

Highlight the source document for each current term (base lease, Amendment 3, etc.).

5

Flag conflicts between amendments

Flag potential conflicts between amendments.

6

Keep a change log of how terms evolved

Maintain a change log showing how each term has evolved over the amendment history.

Time Saved
Amendments are applied in order, and a term timeline shows which document governs each term and when, so the current terms no longer have to be reconstructed by hand
Cost Impact
Prevention of billing errors caused by applying superseded terms, and elimination of the risk of missing amendment-granted rights or obligations

Frequently Asked Questions

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Crevanta provides the extraction and structuring foundation that makes CRE workflow automation possible.