Check property document packages for legal compliance automatically

AI reviews submitted property documents for missing paperwork or legal issues and sends a compliance report.

How the work actually flows

It branches. Any that apply are taken; runs once per each document in the package; a person is alerted when a step fails.

Pattern: Sequence (1) · Multi-Choice (6) · Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig>"document package submitted"]:::trig s0[["extract text from each document"]]:::mi s1["identify document type"]:::task s2["check against compliance rules"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"○ were any failures found"}:::gate s2 --> gx p00["send report to submitter"]:::task gx -->|"email compliance report"| p00 p10["post Slack alert on failures"]:::task gx -->|"alert legal team"| p10 p20["save result to spreadsheet"]:::task gx -->|"log audit record"| p20 p00 --> out p10 --> out p20 --> out out[/"compliance report and audit log"/]:::out pay{{"catch legal issues before closing"}}:::pay out --> pay esc(("Alerts a person")):::human s1 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA personAny that applyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGEmail AutomationMessaging & NotificationsDocument Processing & OCRSpreadsheet & Database OpsAPI & Webhook IntegrationFile & Cloud StorageReal Estate & PropertySecurity & Compliance
Connects
Anthropic ClaudeGoogle DriveSlackGoogle Sheets
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The problem it solves

Every property transaction means checking a stack of documents for missing paperwork, expired certificates, or clauses that don't hold up legally. Doing that review by hand is slow, and a missed detail can hold up a sale or create legal exposure.

Who it fits

A real estate agency, property manager, or legal team that reviews document packages for compliance.

How it works

  1. A document package is submitted or dropped into a watched folder
  2. The system downloads and reads the text from each file
  3. It identifies what type of document each one is, like a contract or title
  4. AI checks each document against compliance rules, flags missing items and invalid clauses
  5. The submitter gets an emailed report, the legal team is alerted on Slack for any failures, and the result is logged
What you get

Compliance gaps caught before closing

You get every property document package checked for missing paperwork and legal issues, with failures flagged to your legal team.

What you get

A structured compliance report with remediation guidance, plus a permanent audit log of every review.

What you need

An Anthropic API key, Google Drive, a Slack workspace, and an email sending account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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