Documentation

Use cases overview

How retail real estate and store-development teams use Surfaice across the store lifecycle — from site selection through operations.

Note

New here? Read What is Surfaice? first. Hugo is the in-app agent; skills are named workflows it can run. Systems like Lucernex stay your systems of record — Surfaice sits on top of them.

Surfaice is built for the full retail store lifecycle. Hugo and workspace skills help teams move work forward without replacing Lucernex (or another lease admin platform), SharePoint, Procore, or other systems of record.

Lease administration

Abstraction, amendments, rent terms, and lease data quality.

CAM reconciliation

Audit landlord charges against lease-defined CAM terms.

Store development

Site intake, feasibility, deals, and program visibility.

Construction & closeout

Permits, schedule variance, change orders, punch lists.

Portfolio & renewals

Critical dates, co-tenancy, renewal and exit decisions.

Operations

Work orders, vendor dispatch, facilities workflows.

Lifecycle map

Surfaice maps to how most retailers actually run store programs:

StageTypical workSurfaice helps with
Site selectionMarket gaps, co-tenancy, feasibilityTrade-area context, site packages, broker intake
LeaseLOI → execution → abstractionClause extraction, CAM terms, data into lease admin
ConstructionPermits, GC coordination, budgetPermit tracking, schedule variance, change-order review
Store openingPunch list, readiness, rolloutCloseout lists, opening checklists, cross-team status
OperationsFacilities, vendors, complianceWork-order triage, maintenance routing, SLA follow-up
Renewal & exitNotice windows, market rent, stay/exitDate alerts, scenario comparison, executive packets

Tip

Skills available in your workspace may differ. Your administrator enables connectors and workflows for your role.

By team

Not sure where to start? See Teams & personas.

Marketing deep dives

For longer-form guides and agent catalog pages on the main site: