### Documentation

Lease administration teams use Surfaice to turn long lease PDFs and amendment stacks into **reviewable, source-backed fields**, without re-keying everything into Lucernex (or another lease admin platform) by hand.

**Hugo** is the in-app agent that runs these workflows. New here? Start with [What is Surfaice?](/docs/concepts/what-is-surfaice/ai).

## Common workflows

### New lease abstraction

When a store lease or amendment is executed:

1. Provide the lease PDF (and amendments in order) to Hugo or the lease-abstraction skill.

2. Review extracted fields: commencement, expiration, options, rent steps, co-tenancy, use restrictions, CAM language.

3. Correct errors with citations visible.

4. Save the accepted abstract or export to your lease admin workflow if enabled.

See the step-by-step guide: [Lease abstraction](/docs/guides/lease-abstraction/ai).

### Amendment and LOI review

Before execution or during renewal:

- Compare new language to the prior abstract

- Flag non-standard termination, default, or exclusive-use clauses

- Extract notification deadlines and option exercise windows

### Rent roll and escalation verification

For portfolios with complex rent schedules:

- Parse base rent tables and escalation triggers

- Cross-check percentage rent and breakpoint language

- Validate landlord work letter and allowance references against exhibits

### Lease data quality

When lease admin data drifts from source documents:

- Reconcile abstract fields against the executed PDF

- Identify missing expiration dates, notice periods, or option records

- Produce a gap list for remediation before audit season

### Scanned lease corpora

Many retail tenants work from image-only PDF scans. Surfaice supports OCR and abstraction on scans, but:

- Start with one known store before asking for portfolio-wide maps or rollups

- Ask Hugo **how many files** it read and which were skipped

- Use `ocr-transcription` when you need text search before field extraction

See [Agent limitations](/docs/concepts/hugo-limitations/ai) and [Working with Hugo](/docs/guides/working-with-hugo/ai).

## What you need connected

| Source | Why |

| --- | --- |

| SharePoint / DMS | Authoritative lease PDFs and amendment folders |

| Lease admin (e.g. Lucernex) | Compare or write back accepted fields |

| Email (user-granted) | Amendments and landlord correspondence not filed in the DMS |

## Example prompts

```

<code class="prose-module__c8L9oW__code">Abstract this lease and list all renewal options with notice deadlines and page citations.

Compare this amendment to our last abstract for store 1842, what changed in CAM and co-tenancy?

Which stores in the Midwest region have expiration dates missing from the rent roll?

</code>

```

## Related skills

| Skill | Use when |

| --- | --- |

| `lease-abstraction` | Abstract or re-abstract a lease PDF via document-abstraction App |

| `cam-dispute-detector` | Landlord CAM statement arrives |

| `key-dates-digest` | Portfolio critical-dates scan |

| `lucernex-portfolio-qa` | Ad-hoc questions over Lucernex data |

Full catalog: [Lease & portfolio skills](/docs/skills/lease-and-portfolio/ai)

- [Portfolio & renewals](/docs/use-cases/portfolio-and-renewals/ai)

- Marketing: Lease Abstractor

- [Teams & personas Previous](/docs/use-cases/by-team/ai)

- [CAM reconciliation Next](/docs/use-cases/cam-reconciliation/ai)