A clear compliance risk map across the entire portfolio, before regulatory deadlines, disputes or enforcement issues arise
The challenge
Identifying regulatory and compliance exposure across a commercial property portfolio requires reviewing leases, title documents, and correspondence for obligations spanning fire safety, building safety, energy compliance, environmental duties, and planning conditions. Without a structured approach, these obligations remain buried until a deadline, dispute, or enforcement issue forces them to the surface.
The solution
Ask iManage analyzes your portfolio documents for regulatory and statutory obligations, flags exposure areas by theme and asset, surfaces properties where risk appears concentrated. Targeted follow-up questions on specific compliance topics gives teams a portfolio-wide risk map they can act on proactively.
Open Ask iManage and run a natural language prompt to locate the Matter you need to work on.
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My client is Acme Developments, I need to conduct a compliance review of their lease portfolio. Retrieve the property portfolio matter
Ask iManage may ask clarifying questions in order to locate the correct Matter. Respond as required.
Use the checkbox next to the identified Matter(s) to add as a filter for subsequent prompts.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Run a prompt to identify all references to regulatory or statutory compliance duties across the portfolio.
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Identify all documents in this portfolio that reference regulatory, statutory, or compliance obligations and group the results by property and topic.
Use follow-up prompts to focus on the regulatory themes most relevant to the review, and identify where risk appears concentrated.
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Flag any leases, title documents, or related correspondence that reference environmental obligations and summarize the apparent risk by asset.
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Flag any leases, title documents, or related correspondence that reference EPC or energy requirements and summarize the apparent risk by asset.
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Flag any leases, title documents, or related correspondence that reference fire safety, or building safety obligations and summarize the apparent risk by asset.
Export and act.
Ask iManage export allows for direct use in a Client risk memo or portfolio compliance tracker.
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