Every lease in your portfolio, read by the lawyer who oversaw more than 2,800 sites.

The problem operators actually have

Your lease files are fine in the drawer. They fail in the field. Renewal dates slip. R&M invoices get paid that should have been the landlord’s. Dispatch matrices go stale. CAM reconciliations do not get challenged because nobody has a current read of the lease. What costs $15K at one site costs $1.5M across a hundred. That is not a legal problem or a facilities problem. It is both, at the same time, across hundreds of files.

What you get

• Per-location lease review report. Term and notice dates, rent structure, options, CAM/tax/insurance, repair & maintenance allocation, assignment and transfer, restrictions, missing documents, data discrepancies, and a customized risks-and-opportunities section.
• Portfolio R&M responsibility tracker. One table, every location, every building system — roof, structure, HVAC, plumbing, electrical, fire/life safety, paving, doors, glass, common areas — with landlord/tenant/CAM allocation and notable carve-outs, ready to drop into your CMMS dispatch matrix.
• Up to four custom flags. You pick the risk categories that matter to your operation. Every report tracks them the same way.
• Launch consulting. Applied to landlord-misspend recovery, CMMS dispatch-matrix correction, or CBRE/broker data clean-up — whichever moves the needle fastest.

How the AI agent works

I built a custom AI agent that extracts and normalizes lease terms across every location. It flags ambiguities, carveouts, and data discrepancies that humans miss on long files. I review. I revise. I sign off on every report. The AI is the engine. I am the responsible professional. You are receiving legal work product from a Pennsylvania-licensed attorney — not a tool output.

How engagements work

Portfolio Program. Flat per-location fee, quoted in a written proposal after a short scoping call. Base engagement includes the lease and its two most material supporting documents or amendments, the full per-location report, inclusion in the portfolio R&M tracker, up to four custom flags, and launch consulting.

Single-Lease Review. Fixed-fee proposal for one lease (plus up to two supporting documents or amendments).

Diligence Pack. Scoped proposal for M&A, refinance, and platform rollups; typically 7–14 day turnaround.

Additional documents, unusual complexity, and out-of-scope consulting are addressed in the proposal. Clear deliverables, no hourly surprises.

Who this is for

• Healthcare companies — infusion, home health, dental, vet, MSO, dialysis, urgent care.
• Retail, QSR, fitness, and service-based multi-unit operators.
• Industrial and last-mile logistics portfolios.
• Self-storage, convenience, specialty education, and fitness rollups.
• Property management firms managing multi-site portfolios on behalf of owners or tenants.

FAQ

Is an AI actually writing my legal report?
No. A custom AI agent extracts and normalizes the data. I review, revise, and sign off on every report. You are receiving legal work product from a Pennsylvania-licensed attorney.

What about confidentiality and training data?
The AI agent operates under configurations that do not use your documents for third-party model training. Engagement terms address confidentiality, conflicts, and document handling explicitly.

How fast can we get started?
Kickoff in the same week as engagement. For a 300-location portfolio with documents delivered in a single batch, expect completion between day 30 and day 60.

Do you handle leases outside Pennsylvania?
Yes. Lease review is business advisory work product; I am Pennsylvania-licensed and the service is available nationwide, with local counsel referrals where a formal legal opinion is required.

How do we get a price?
Tell me roughly how many locations, what documents you have, and what a good outcome looks like. A written proposal will come back within a few business days.