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Field Guides

Awareness, evaluation, implementation, adoption.

Four guides for the four stages of bringing modern lease drafting into a CRE team. Written from inside real implementations at landlords and law firms, not theory. Read in order, or pull the one that matches where you are.

§ 01  /  AWARENESSChapter 01 of 04

What does a modern lease operation actually look like?

PDF · 41 pp.

The Guide

The Modern Leasing Playbook

Most commercial lease teams are still drafting leases the way they did twenty years ago: one document at a time, copied from the last deal, reviewed line-by-line for the things that should have been automatic. The cost shows up as weeks of delay, post-signing corrections, and senior attorneys doing work a system could do in minutes.

For
GCs, VP Legal, VP Leasing, COOs, CFOs
Read the playbookTable of contents →
I cannot imagine going back to drafting leases where all fields, exhibits, and signature blocks must be inserted manually. This tool has been a game changer.
— Julia F., VP & Assistant General Counsel, CASTO (customer for 11 years)
§ 02  /  EVALUATIONChapter 02 of 04

Before the CFO signs, you need a defensible number.

PDF · 26 pp.

The Guide

Building the Business Case for Lease Automation

Before a lease automation investment clears the CFO, it needs a number. Not a vision, not a vendor deck, a defensible, line-item estimate of what the status quo costs today and what a different approach is worth.

For
Champions (GCs, VP Leasing, COOs, CFOs)
Read the frameworkTable of contents →
Most of the "unavoidable" legal costs in a portfolio aren't unavoidable. They're the downstream cost of drafting that was never consistent in the first place.
§ 03  /  IMPLEMENTATIONChapter 03 of 04

Build the system in ninety days, without buying anything.

PDF · 33 pp.

The Guide

The 90-Day Transformation Guide: Without Software

Most lease-drafting "transformations" start with a software purchase. This one doesn't. Over ninety days, using Word, Excel, and a shared drive, you'll build a lease drafting system that's already outperforming most commercial-lease operations, before any platform decision.

For
Legal Operations, Leasing Directors
Read the playbookTable of contents →
Ninety days gets you a working system. What makes it great is the year that comes after, the compounding improvements, the new property types, the amendments moving onto the platform. Ninety days is the start, not the end.
§ 04  /  ADOPTIONChapter 04 of 04

The technology works. Now you have to get the humans across.

PDF · 25 pp.

The Guide

Change Management for Legal Teams

The #1 reason legal tech implementations fail isn't the technology, it's adoption. The system works. The workflow is faster. But the senior attorney still drafts in Word because that's how she's always done it, and the paralegal follows her lead.

For
Internal champions, Legal Ops leaders
Read the guideTable of contents →
Adoption isn't a moment. It's a muscle you keep working. The organizations that get the full value are the ones that treat the 90-day rollout as the start of a two-year program, not a one-time project.

You enter the deal. You get the document.

LeasePilot takes the copying, calculating, and formatting off your team’s plate, built around your lease forms and your deal logic, not ours.

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