Lease Abstraction for Clio

About Clio

Clio is a cloud-based practice management platform used by commercial real estate law firms to manage matters, documents, billing, and client communications. CRE attorneys use Clio to organize lease review matters, store executed leases, and track client work. While Clio excels at matter management, it does not provide lease data extraction capabilities — attorneys still manually abstract lease terms for client deliverables, negotiation support, and legal opinions.

How Lextract Helps

Lextract enables CRE attorneys to deliver faster, more thorough lease abstracts to clients. By processing the lease PDF through Lextract before manual review, attorneys receive a 126-field extraction with confidence scores that identifies the clauses requiring careful analysis. The red flag detection surfaces provisions that warrant immediate legal attention — unusual termination rights, co-tenancy clauses, and missing audit rights — allowing attorneys to focus their time on the provisions that matter most.

Workflow: Extract to Import

1. 1Receive the lease PDF as part of a new client matter in Clio
2. 2Upload the PDF to Lextract for initial extraction and red flag review
3. 3Review the red flag report for provisions requiring legal analysis
4. 4Use the extraction as a starting point for the client lease abstract document
5. 5Store the Lextract output in the Clio matter file alongside the original executed lease

Supported Export Formats

Lextract provides the following export formats compatible with Clio:

Critical Fields for Clio

These are the highest-priority fields Lextract extracts for Clio users:

Frequently Asked Questions

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