AI for real estate attorneys
Ultramarine Work runs in a project folder that holds your deal files. It abstracts each lease with its amendments, lists the title exceptions with page cites, redlines the counterparty’s draft and balances the ALTA statement.
Rivercrest-title-exceptions.xlsxExampleRivercrest Crossing, Schedule B-II
- B-II 4Easement, Doc 2011-004417p. 6Flagged
Pull the recorded easement and plot it against the survey.
- B-II 7Declaration, Bk 812 Pg 33p. 7Ready
The recorded copy is in the folder and its restrictions are summarized.
- B-II 9Mortgage, Doc 2019-018822p. 8Waiting
Ask for the payoff letter so the exception comes off at closing.
- B-II 12Survey exceptionp. 9Ready
The survey is in, so ask the title company to delete it.
How it works
- 1
Open the deal folder
Drop in the signed contract, the title commitment with the recorded exception instruments behind it, the survey, every lease and amendment, the zoning code excerpt and the lender instructions, filed the way your office keeps them.
- 2
Ask for the piece you need
You get the commitment as an exception table, the leases as abstracts with their amendments folded in, and the counterparty’s draft marked against your office form. Each file names the clause or page it relied on.
- 3
Verify, then decide
Match the exception count to the commitment, pull the instruments behind the recording references and check the metes and bounds against the survey. It notes what it could not reconcile, and the calls on what to sign or record are yours.
Inside the Real Estate Law mode
Real estate transaction documents
It drafts the deed and the assignments, then the estoppels and SNDAs on the lender’s forms, so the closing set matches what the abstracts say.
Commercial lease review
For either side it checks the draft against your form and marks every term that moved, including the CAM cap, the co-tenancy trigger and the notice windows.
Lease abstracts and rent rolls
Its abstracts read the lease and each amendment in date order, so a cap an amendment cut from 5% to 3% shows up as 3%, and the rent roll is checked for arrears.
Title examination and commitments
The commitment turns into a table of exceptions with the page each sits on, sorted into standard items, documents to pull and decisions for you.
Zoning and land use analysis
It runs the use, bulk and parking tests against the district tables, checks legal nonconformities and writes the variance or special exception narrative.
Closing checklists and signature packets
Its closing checklist gives each condition in the contract and lender instructions an owner and a trigger date, and the signature pages come as one packet.
Settlement statements and escrow instructions
It drafts prorations, payoffs and escrow instructions, and lists every line where the ALTA statement will not tie to the Closing Disclosure.
Contract drafting and redlining
When the counterparty returns a markup, it produces the issues list with your fallback positions and a redline of the draft for the partner to read.
Entity management and annual filings
It forms the acquisition SPE, tracks good standing and annual report dates, and keeps current the consents and org charts the title company asks for.
Legal memos and briefs
The marketable title memo, the zoning opinion and the client letters come out in your firm’s format, with the document behind each factual claim named.
Legal authority verification
It looks up the statutes, code sections and cases a memo or objection letter relies on, and marks any authority it could not confirm at the source.
- Office skills
- Excel, Word, PowerPoint, PDF
- Tools
- Read, edit and write files, Search files, Run code, Search and read the web, View images
- Connectors
- SharePoint, Google Drive, Gmail, and additional custom connectors
- House style
- Your fonts, layouts and rules, on every file
Ask it for
“Count the Schedule B-II exceptions in the Rivercrest Crossing commitment, quote each, give its page, and say which have recording references to pull.”
Rivercrest-title-exceptions.xlsx“Abstract the 3400 Buckman Road leases with all 9 amendments in date order, and pull out rent steps, renewal options, the CAM cap and what an amendment overrode.”
Buckman-lease-abstracts.xlsx“Redline the tenant’s draft of the Bayline Market lease against our office form and flag any change to the co-tenancy trigger, exclusives and SNDA terms.”
Bayline-Market-redline.pdf“Draft estoppels and SNDAs for the 7 tenants over 10,000 SF on the lender’s forms, then check each certificate against the abstracts for mismatches.”
Cedarline-estoppels-SNDAs.docx“Test whether a 46,000 SF medical office with 184 spaces is as of right in the Maplewood district, and if it is not, say what it needs, a variance or a waiver.”
Maplewood-zoning-analysis.docx“Reconcile the Huntley ALTA settlement statement to the Closing Disclosure and list every line that differs, including the tax proration gap.”
Huntley-ALTA-vs-CD.xlsx
Who it’s for
Lawyers and real estate paralegals who buy, sell, lease, finance and entitle commercial and residential property, including residential closing attorneys.
Questions
Can I trust it to read every exception in Schedule B-II?
No, you cannot hand the schedule over unchecked. The mode’s skills tell it to cite the source file for the numbers and statements it uses and to note what it could not find instead of guessing. Ask it to count the exceptions, quote each one and give its page, then tie its count to the commitment PDF, pull and read each instrument behind a recording reference, and compare the legal description to the survey yourself.
What happens to the client documents I put in the folder?
They stay in the project’s folder, and Ultramarine Work changes files only there. When a request needs it, it can read files elsewhere on your computer, never passwords, keys or app data, and you can turn that off in settings. The model runs on Paper Instruments’ servers, so the content it works on is sent there to be processed. Our security and compliance details are on our compliance page, and what may go in is the firm’s call.
Do our ethics rules let us use AI in closings and lease reviews?
Yes, with competence, confidentiality and supervision, and whether a particular tool is acceptable is your firm’s call, not ours. The ABA’s Formal Opinion 512 directs lawyers not to rely on generative output uncritically and to get informed client consent before entering confidential client information. The app cites the source file for the numbers and statements it uses, but the judgment and the sign-off stay with you.
Is it practicing law when it reviews title?
No, abstracting or passing on titles is the practice of law in states like North Carolina, and it does not practice law. It drafts and checks files for you and your paralegal, and the opinions and advice are yours to give. No software takes the place of a licensed lawyer, so the examination and the opinion remain the lawyer’s work.