Walkthrough · Claude for Business
Build your own lease counsel.
If you've been in commercial real estate for a while, you're sitting on a goldmine: decades of executed leases, your own markups, and the email threads where you and your attorney fought over every clause. This walkthrough — the one we built for a friend in commercial real estate — turns that pile into an AI team that reviews the next lease the way you would, runs due diligence in parallel, and fills in your deal spreadsheets for your review.
This isn't theory
Everything below is the setup we actually run for our own properties. Our lease counsel agent was built from 50+ real leases, hundreds of attorney emails, and a calibration interview — and it reviews every lease that crosses our desk before a human lawyer bills a single hour. This walkthrough shows you how to build the same thing from your own paper trail, one step at a time.
What you'll end up with
A lease reviewer with two modes
DRAFT when you're the landlord — maximize owner protection. REVIEW when you're the tenant — maximize tenant protection. Same engine, opposite instincts, and it knows which hat you're wearing.
A due-diligence team that fans out
Title, environmental, zoning, rent roll, financials — parallel specialist agents that each read their pile and report back into one structured memo, instead of you grinding through a data room for a week.
Your spreadsheets, filled in
The diligence tracker, the lease abstract, the deal-comparison sheet you already use — Claude completes them per deal from the documents, and you review instead of transcribe.
A negotiation playbook per deal
For every issue it flags: the ask, the pushback you should expect, your fallback position, and what you'd trade it for. You walk into the call already knowing the moves.
Feed it your corpus
Your agent's baseline isn't generic real-estate law — it's your deal history. Before any setup magic, gather the raw material into one folder:
- →Executed leases — every one you can find, both sides of the table.
- →Your marked-up drafts — .docx files with tracked changes are gold. Your redlines are your standard; twenty years of margin comments encode positions you couldn't list from memory.
- →Attorney email threads — export the back-and-forth. The negotiation reasoning lives there.
- →LOIs and proposals — yours and the ones you received.
Don't worry about volume — that's the point. When we built ours, the email export was ~4,000 messages. Nobody read them. Claude scored each one (points for a law-firm domain, points for lease terms in the subject, a point per lease term in the body; keep anything scoring 4+) and distilled the pile to 753 threads that actually mattered, then mined those into positions. A weekend of compute, zero weekends of yours.
# a corpus folder your agent can grow into lease-counsel/ ├── corpus/ │ ├── leases/ # executed leases (.pdf, .docx) │ ├── redlines/ # your marked-up drafts (tracked changes) │ ├── emails/ # exported attorney threads (.eml, .mbox) │ └── lois/ # letters of intent, proposals └── kb/ ├── landlord-rules.md # your standard, one side of the table ├── tenant-rules.md # your standard, other side └── sources.md # where every position came from
One discipline to insist on from day one: every position traces to a source. Have the agent keep a sources file where each rule cites the interview answer, the specific email, or the specific redline it came from — and have it list what it couldn't read (scanned PDFs, ancient .doc files) so you know the gaps instead of assuming coverage.
The interview
The corpus shows what you did. The interview captures why — and what you'd never accept, which no document trail records. This is the step people skip, and it's the one that makes the agent yours instead of a generic lease checker. Text or voice both work; a good session is 20–30 minutes of pointed questions and scenarios.
Run separate rounds wearing each hat — as landlord and as tenant — because the entire analysis flips with the role. Expect questions like:
- →“Tenant improvement allowance: what's your walk-away as landlord?”
- →“A lease is silent on who repairs the windows — what do you do?”
- →“Personal guaranty: when do you concede it, and what do you demand in exchange?”
- →“Here's an assignment clause from a real deal — mark it up out loud.”
Two governing rules to give the agent, verbatim:
- →Interview answers are authoritative. They override anything inferred from the corpus. Your stated position beats a pattern mined from a 2011 email.
- →Every answer persists. Each response gets saved to a dated calibration log the agent re-reads on every review. Correct it once, it stays corrected — that's what turns a prompt into a colleague.
Build the team
Structure matters more than clever prompting. The pattern that works: a thin persona file that says how to think and when to act, pointing at a deep knowledge base that holds what's true and can grow. For the lease counsel, that looks like:
# the persona is small; the brain is separate and grows ~/.claude/agents/lease-counsel.md # who it is, two modes, when to ask lease-counsel/kb/ ├── landlord-rules.md # DRAFT mode: maximize owner protection ├── tenant-rules.md # REVIEW mode: maximize tenant protection ├── state-law-guardrails.md # what your state won't let you do ├── negotiation-playbook.md # ask → pushback → fallback → trade └── calibration-log.md # dated interview answers + corrections
Mode detection is explicit: the agent works out from the documents whether you're the landlord or the tenant, and if it's genuinely ambiguous it asks exactly one question — “landlord or tenant?” — because everything downstream flips on the answer.
Then comes the part that feels like cheating: the due-diligence fan-out. On an acquisition, you don't want one agent reading the data room front to back — you want a team working it in parallel, each specialist returning a structured result into one memo:
- →Title & survey reader — easements, encroachments, exceptions worth losing sleep over.
- →Environmental summarizer — digests the Phase I, flags RECs and data gaps.
- →Zoning checker — current use vs. permitted use, nonconforming rights, parking ratios.
- →Lease-abstract extractor — abstracts every lease in the rent roll into one comparable table: term, options, escalations, CAM, co-tenancy, termination rights.
- →Financial normalizer — reconciles the offering memo's numbers against the actual T-12 and rent roll, and tells you where they disagree.
For a demo of the underlying fan-out mechanic (subagents working in parallel), see the agent-teams video on the main guide.
Wire up your work products
An agent that produces a different deliverable every run is a toy. Give yours a fixed contract — ours produces the same four artifacts on every single lease review:
- 1A ranked issue memo with a risk rating — each issue quotes the offending clause, or flags it as ABSENT — should be present.
- 2A paste-ready redline — real tracked changes in the counterparty's actual .docx, not a list of suggestions. You open it in Word and it looks like your lawyer already went through it.
- 3A negotiation playbook — for each ask: the expected pushback, your fallback, and what you'd trade it for.
- 4A missing-clause checklist — everything your standard says should be in this lease and isn't.
Then go one step further: hand over the actual spreadsheets and templates you already use — your diligence tracker, your lease abstract form, your LOI and proposal templates. Claude fills them in per deal from the documents. The deliverable stops being “AI output” and becomes your paperwork, completed, waiting for your review.
Lessons we paid for so you don't have to:
- →Make the edit, don't describe it. You want a finished redline, not advice about what a redline should contain. Hold the agent to finished work product.
- →Audit for what's ABSENT. The worst lease we ever reviewed — a dental-office lease — had no repair clause at all. Nothing to redline, everything to lose. Missing structure is where the real risk hides.
- →Kill the contradiction at its source. When the agent inserts your position, it must also strike the conflicting language elsewhere in the document. Layering a “notwithstanding” over a clause that says the opposite is a defect, not a fix.
- →Everything is drafted for YOUR review. An AI lease counsel is leverage — it makes the first pass and the fiftieth revision cheap. It is not a substitute for your licensed attorney on the deals that warrant one.
Where this goes
Once the team works, make it a habit, not a project. Two structures carry it:
Drop-zones per entity. Give each LLC or property its own inbox folder. A lease lands in entities/main-street-llc/inbox/, the review lands next to it in reviews/. New entity, copy the template folder. Your filing system becomes the workflow.
The calibration loop. Every time you override the agent — “no, I concede the guaranty when the tenant posts a bigger security deposit” — the correction gets appended, dated, to the calibration log and folded into the rules. Review #50 is meaningfully sharper than review #1, because it has absorbed 49 of your corrections. That compounding is the entire reason to build this instead of pasting leases into a chatbot.
Tools we like
The AI-forward stack we run our businesses on
A short list of tools that pair well with an AI team — the ones we actually use day to day. A couple are our referral links (tagged below); they cost you nothing and sometimes get you a perk.
Claude
The AI this whole guide is built around — Claude Code for real multi-step work, claude.ai for everyday questions.
Mercury
referralBusiness banking built for modern companies — clean API, virtual cards, and the account structure that keeps your books easy to reconcile.
Ramp
referralCorporate cards with AI-driven expense automation — receipts, approvals, and categorization that a finance agent can read and reconcile.
Count
A modern cloud ledger built for automation — your books as clean, queryable data an AI finance agent can read and reconcile, with your approval before anything posts.
Notion
Docs and a knowledge base your team — human and AI — can share. A natural home for the calibration notes and playbooks your agents build.
Google Workspace
Drive, Gmail, and Sheets — the documents and data you connect Claude to. A dedicated Drive folder is the easiest way to hand your AI a corpus.
Claude for Business · Walkthrough
Your paper trail is the moat. Put it to work.
Start with the main guide if you haven't set up Claude Code yet, or jump to the deal-review walkthrough if you're evaluating investments too. And if you get stuck, come find us.