Amendment lineage
Show which original term or later amendment governs a date, option, amount, or notice requirement.
Lease obligation control
Keep every lease date, notice window, and governing clause in one place.
Organize renewals, options, escalations, expirations, termination rights, and notice requirements with a clear path back to the source document.
Clause beside every critical fieldAmendment-aware historyCustomer-verified reminders
Illustrative workflow
Amendment 02
Lease record
Renewal option
Clause beside the date.
Notice windowReview
Clause beside the dateKeep each critical field linked to the lease section or amendment that governs it.
Notice windows visibleSee the opening date, deadline, delivery requirement, and responsible owner together.
Amendments in sequenceMake later changes and possible conflicts visible before a reminder is trusted.
Illustrative output
A portfolio timeline with the clause attached.
The example view shows how a date, governing source, amendment question, and review state stay connected.
Item
Finding
Evidence
Status
ItemRenewal option
FindingNotice window opens 12 months before expiration
EvidenceLease §18.2 + Amendment 1 §3
StatusReview
ItemBase-rent escalation
FindingAnnual 2.5% formula supported
EvidenceLease Schedule C
StatusMatched
ItemNotice address
FindingAmendment may supersede original recipient
EvidenceLease §27 + Amendment 2 §7
StatusReview
Product details
A lease-control folio for dates that cannot live in memory.
Critical-date register
Organize expirations, option windows, notice dates, escalations, and supported obligations by location.
Clause evidence
Keep page, section, quoted span, document version, and customer confirmation behind each field.
Notice mechanics
Capture supported lead time, delivery method, address, recipient, and related conditions without sending notice.
Owner verification
Require confirmation of critical fields before a reminder is treated as reliable for the portfolio.
Portfolio history
Preserve changes, corrections, source versions, and review notes across the lease record.
Portfolio workflow
Build a folio from the governing documents outward.
ObligationFolio is designed to connect the lease, amendment, critical date, notice mechanic, owner, and review state in one consistent record.
Authorize the portfolio
Confirm lease count, locations, amendments, supported formats, and authority to process the documents—without uploading them to the marketing site.
Resolve and extract
Order the governing documents, identify supported obligations, and anchor each critical field to its clause or amendment.
Verify and monitor
Confirm dates, assign ownership, schedule reminders, and preserve corrections with the source evidence still attached.
Access
ObligationFolio access is not open yet.
The lease-control workflow and intended portfolio use cases are available to review now. Access information will be posted here when a supported customer path is ready.