Docuity reads the whole project file - loan documents, contracts, plan sets, leases, approvals, invoices, email and call transcripts - and keeps reading as new versions arrive. When something lands that needs a response, it drafts the reply, the notice or the agenda and puts it in front of you. Every line cites the page it came from, one click to open.
Now recruiting beta testers across every project type and phase.
Docuity handles the reading, tracking and drafting, so you can focus on what matters most in your role.
They're excellent general assistants. Docuity is built for the job they weren't: keeping a live record of the whole project that your team, outside firms included, works from every day.
No re-uploading. Docuity watches your project folders, project inbox, sent emails and any other source you connect, and it knows when a file is a new version. Revision 4 of the plan set replaces revision 3 on its own, and the old one stays on file without being quoted. However large the project grows, answers draw on just the pages that matter.
An executed amendment beats the draft sitting next to it, and a superseded exhibit is never quoted as a requirement. When an email or a call changes what was agreed, Docuity ties it back to the document it affects, so you see the full picture. A change to a governing term gets flagged for your review.
A chat tool waits for your question. When the City's email or the GC's schedule update comes in, Docuity reads it, often before you have, and writes the response itself, with the documents it needs already linked, so there's nothing to search for or attach. You review and send.
In a shared chat project, everyone sees every file. Docuity shows each person only what their role allows. The geotech sees their scope, while budgets, loan terms and partner emails stay with the people cleared to see them, in every answer and every draft.
It knows how a draw request, a CAM reconciliation and an estoppel work.
Plus your firm's own negotiating positions, so you don't explain the basics in every prompt.
They go sideways on the small things nobody was watching. Here's one from each phase of a project - what slipped, what it cost, and how Docuity would have caught it.
General-purpose AI will summarize a PDF all day long. What it can't tell you is that an executed amendment outranks the draft sitting next to it, or that a superseded exhibit should never be quoted as a requirement.
Docuity was built by people who have been burned by exactly that.
A chat assistant knows the files you uploaded to that chat or project, as of the moment you uploaded them. Docuity knows every document on the project, and across your portfolio*, and it stays current on its own. When a revised plan set shows up in the shared drive, the old one stops being quoted. Nobody re-uploads anything.
| A chat AI with your files | Docuity | |
|---|---|---|
| What it knows | The files you uploaded to that chat or project | Every document on the project, and across the portfolio* |
| How current | As of the upload | Updated as documents arrive from folders, email and connected apps |
| Versions | Whatever you gave it, drafts included | Knows which version governs, and quotes that one |
| Citations | A file name, if you ask for one | Inline, to the page, and the document opens right there |
| Sharing | You download and attach files | Drafted emails use secure, view-only links to the current version |
| Who sees what | Everyone in a shared project sees every file in it | Each person sees only what their role allows, outside firms included |
| When it starts | When you type a prompt | When something happens that needs a response |
| Its own output | Earlier summaries can get pasted back in and treated as source material | Labeled as Docuity's own work and never treated as a source |
* Portfolio-wide search and reports are coming soon. Today Docuity works project by project.
Each project keeps one governing version of every key document. Drafts and earlier versions stay searchable, but Docuity never quotes them as a requirement. A pending amendment is labeled pending on every answer that touches it.
And when a key document is missing, Docuity says so plainly. "No recorded development agreement on file" is a useful answer. A lender will ask for it in almost exactly those words.
It's upfront about what it hasn't verified. If an answer relies on a document Docuity hasn't fully verified, it tells you up front.
Every key document on the project gets a status. The status decides whether Docuity quotes it as a requirement, flags it as pending, or tells you it's missing.
One box routes the request. Pick the shape of the output or let Docuity decide. Every answer says which project it searched and which pages it relied on.
Four items, all due before draw 15 funds. Two are missing from what's on file.
| Date | Lease item | Responsible role | Source |
|---|---|---|---|
| Suite 105 lease expires. No renewal notice on file, so holdover rent at 150% starts the next day | Property manager | ||
| Suite 120 lease expires. Renewal is signed and the new 5-year term starts the next day | Asset manager | ||
| Suite 160 lease expires. Tenant is vacating, and the security deposit is due back within 30 days | Property manager and accounting | ||
| Pad A ground lease expires. The bank's extension notice was due 6 months out and never arrived | Asset manager and counsel |
Click a source to open the page it came from. Tables run on one project today. Portfolio-wide tables, across every project you can access, are coming soon.
Lease abstract drafted for Suite 200 at Harbor Point Retail, in your firm's template. 26 of 30 fields came from the lease and its two amendments, each cited to its page. Four need you, including which amendment controls the CAM cap.
| Field | Abstracted value | Source |
|---|---|---|
| Term | 10 years, expiring in about 14 months | |
| Base rent | $38.50/SF NNN, 3% annual increases | |
| Renewal options | Two 5-year options at 95% of fair market value. Notice window opens in 60 days. | |
| ROFO | Right of first offer on Suite 210 | |
| CAM cap | Needs you: the First Amendment caps controllable CAM increases at 5% a year, the Second Amendment says 4%, and neither says which governs. |
Click a source to open the page it came from.
128 conditions and 41 mitigation measures checked against everything filed since the last update. Six now look satisfied and are waiting for your sign-off, three are due in the next 30 days, and one has a verbal acceptance with no written confirmation.
| Item | Requirement | Status | Evidence |
|---|---|---|---|
| COA 47 | Pre-grading nesting bird survey, Phase 2 pads | Due in 5 business days, survey scheduled | |
| COA 63 | Dust control plan approved by the City | Looks satisfied, awaiting your sign-off | |
| COA 88 | Fire access lanes per the approved site plan | Satisfied, signed off by owner's rep | |
| COA 112 | Offsite striping on Main Street | Verbal acceptance, no written confirmation | |
| MM 4.3-1 | Tier 4 off-road construction equipment | In progress, monthly through construction |
Click any evidence to open it. Nothing is marked satisfied until a person signs off.
Sample project and figures. Click a citation number to open the page it came from.
Access follows the role, everywhere. Owners see the whole portfolio. A consultant sees the project they're assigned to, and only the parts their work touches - no budgets, no contracts, no lender or owner correspondence. The same rule governs search, answers, assistant findings and every draft, so nothing leaks out through a summary.
Need a different mix? Owners can build custom roles from the same building blocks, choosing projects, document types and what Docuity drafts.*
Access is granted per project and per role, with end dates. Owners can open specific threads or documents to anyone.
* Portfolio-wide reports and custom roles are coming soon.
When a project manager moves on, what they knew usually goes with them: which version governs, what was promised verbally, who owes what. With Docuity, every document, decision, sign-off and open item stays with the project, current and cited.
Their access ends the day they leave. Their knowledge doesn't.
A new owner's rep takes over Redhawk Industrial and asks one question. Docuity answers from the project file, not from anyone's memory.
AI assistants watch the folders, inboxes and apps you connect. When something arrives that needs a response - the City requesting the last documents it needs for occupancy, a schedule update that trips a loan covenant, a meeting tomorrow with open items on the table - Docuity writes the draft and puts it in front of you. You read it, fix what you'd fix, and send it yourself.
Each draft says what triggered it. Nothing sends itself.
At 7:42 AM the City's building department emailed requesting the remaining documents it needs before issuing the certificate of occupancy. Docuity drafted this reply on its own, with every document linked. Nothing is sent until you send it.
Click the citation or any document link. Citation markers are for your review and don't appear in the email you send.
Each one watches for a specific kind of trigger - an email, a new document, a date getting close, a meeting on the calendar. Switch them on per project, and their work lands in that project's attention list, not another inbox.
| Assistant | What it does |
|---|---|
| Deadline assistant | Flags deadlines and obligations in loan, lease, contract and approval documents before they come due |
| Conflict assistant | Flags new documents that contradict the approved record |
| Renewal assistant | Flags insurance certificates, bonds, permits and licenses before they lapse |
| Budget assistant | Flags invoices that would push a vendor past its budget |
| Follow-up assistant | Flags threads that have gone quiet longer than they should |
| Reply assistant | Drafts answers to requests from lenders, agencies, tenants and consultants, with the documents linked |
| Agenda assistant | Prepares meeting agendas with open items carried forward and who owes each |
| Draw assistant | Assembles the monthly draw package from invoices received. Draft only |
No assistant sends an email, files a submittal, uploads to a portal or messages a counterparty. Not on a schedule, not on escalation.
No assistant closes an obligation or changes your standard terms. Each state change records that an assistant made it.
When you keep dismissing an assistant's findings, it suspends itself and asks to be reinstated. You're paying for every run, so that seems fair.
Everything Docuity writes - drafts, registers, summaries, reports - is labeled as its own work and never treated as a source. It won't cite its own summary as a source, and an unsent draft is never evidence that something happened. Facts come from documents that arrive from outside, or that a person files as final. Once you send or sign something, that version comes back in like any other document.
Docuity runs on your own AI account, so every check an assistant makes is billed to that account. That's why you get a plain report each month: how many checks each assistant ran, what it surfaced, what you acted on, and what it spent.
If an assistant is costing more than it's catching, you'll see it in one line, and you can switch it off. Quiet months still show up as results, so you know the record was being watched.
| Assistant | Checks | Surfaced | Acted on | Model spend |
|---|---|---|---|---|
| Deadline | 412 | 6 | 5 | $14.20 |
| Conflict Nothing acted on this month - worth pausing? | 716 | 1 | 0 | $11.60 |
| Reply | 21 | 21 drafts | 17 sent | $9.40 |
| Budget | 88 | 3 | 2 | $5.85 |
| Renewal | 340 | 4 | 4 | $3.10 |
| Follow-up | 270 | 2 | 1 | $2.05 |
| Total | 1,847 | 37 | 29 | $46.20 |
Is each project still on track with its investment thesis? When it isn't, see what's causing the slip - cost, schedule, lease-up, an approval - and what it would take to get back on track.
Weekly agendas, draw packages and clearance requests that start from the record instead of a blank page.
Every lease, amendment and tenant obligation across your properties, kept current and cited.
Pull scope out of technical studies, agency comments and conditions without re-reading 3,000 pages.
* Portfolio-wide search and reports are coming soon.
Projects rarely sit in one phase. Pads A and B can be under construction while Phase 2 is still in entitlements. Docuity runs the right assistants and views for every active phase, suggests a phase change when a milestone document arrives, and keeps every earlier phase open for review. Select one or more phases below. The phase you selected most recently shows first.
· click a phase to add or remove it
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Asset types in the current build: industrial and logistics, data centers, master-planned land, multifamily, retail and mixed use, hospitality, office and life science, self-storage.
You don't start with a blank rulebook. Docuity reviews the agreements you've signed, along with the forms you already send and your past deliverables, and proposes your standard contract terms, templates and brand kit from it. You confirm what it found, edit anything, and add your own rules by hand whenever you want. A project can override a single rule when a lender demands it, and the change never spreads to your other projects.
Docuity learns the terms you accept from the agreements you've signed: what you ask for, what you'll settle for, and where you walk away. Edit any of them or add your own. Every contract that comes in gets checked against them before anyone opens it.
Your existing forms become templates - consultant agreements, task orders, transmittals, clearance requests. Fields fill from the project record, your vendor onboarding forms and documents already on file, with the source shown next to each one.
Pulled from the letterhead and deliverables you already use. One brand for your firm, plus one for each project's owner entity. Notices, submittals and lender reports go out from the entity named in the agreement, so they hold up.
You choose exactly which folders and project mailboxes Docuity can read. Never a whole drive, never a whole inbox. Every connection also tells you what it isn't covering, because that gap is where a missing document turns up six months later.
Your files stay where they are. Docuity reads them in place and never moves or changes them.
Docuity comes out of more than 20 years inside commercial real estate - brokerage, development, construction, project management, project accounting and project administration, often several of those at once on the same deal. We kept doing the same job by hand on every project: reading the record, finding what changed, chasing what was due. So we built the thing we wanted, with a technical co-founder who rebuilt that working knowledge into a platform from the ground up.
Your documents stay in your own workspace, are never used to train AI models, and are never shared with other clients. When we demo, we use public-record documents, never another client's.
We're building Docuity to SOC 2 standards now, and working toward a formal SOC 2 audit. Email security@docuity.ai for our current security overview anytime.
We're looking for beta testers across every project type and every phase - industrial, multifamily, retail, office, hospitality, data centers and land, from entitlements and pre-development through construction, leasing, asset management and disposition. Tell us a little about your work and we'll reach out to talk through what the beta looks like for you.
Free during the beta. You connect your own AI account, so you control the model and its cost.