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What it does

  • Auto-fills leases, notices, and summaries from templates and property data.
  • Parses uploaded PDFs to extract structured fields for tenants, units, and payments.
  • Maintains version history and auditability.

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Why it matters

  • Save time on repetitive document prep.
  • Reduce errors and rework with consistent templates.
  • Keep structured data in sync with your source of truth.

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How it works

1

Ingest templates and docs

Upload templates (DOCX/PDF) and specify merge fields. Upload PDFs to parse (leases, receipts, inspections).
2

Generate outputs

AI fills templates with unit, tenant, and payment data; adds clauses based on rules; and produces PDFs.
3

Route and store

Send documents to tenants, vendors, or storage (Drive/S3). Store parsed fields for search and reporting.

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Configuration checklist

  • Template fields mapped to properties, units, tenants, rent schedules, and clauses.
  • Approval routing for generated documents.
  • Storage destination and retention rules.

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Example generation request

{
  "template_id": "tpl_lease_v3",
  "tenant_id": "tenant_45",
  "unit_id": "unit_9A",
  "clauses": ["pet_addendum", "parking"],
  "output_format": "pdf"
}

{
  "document_id": "doc_1209",
  "status": "generated",
  "url": "https://files.casaai.dev/leases/doc_1209.pdf",
  "checksum": "5f8c1d..."
}

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Diagram