A single, unified view across your entire portfolio with no document hunting
The challenge
Managing a multi-asset portfolio requires visibility across leases, licenses, side letters, and correspondence spanning multiple matter files. Without a structured overview, it can be difficult to understand what documents exist, how they relate to specific assets and parties, and where information may be missing or fragmented. This creates risk during asset management, refinancing, or disposal.
The solution
Ask iManage eliminates the need to hunt across individual matter files by searching relevant workspaces, mapping key entities and relationships, and synthesizing a portfolio-wide document summary that can be queried, refined, and exported as the matter develops.
Open Ask iManage and add your Matter or Workspace as a Filter.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Run a broad prompt to identify key properties, documents and parties across the portfolio, and explain their relationship.
Including the explanation in your prompt ensures that context is provided on how properties, documents and parties are related.
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Identify the key properties, documents and parties across this portfolio and explain how they are related.
Select returned documents and Start a review.
Run a prompt to summarize the portfolio by property, use the Table answer format to lay out findings.
Specifying the answer format allows Ask iManage to provide the summary in an easy to digest format.
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Provide a structured summary of this portfolio grouped by property. For each property, list all relevant documents, document types, and identify the key parties (tenants, landlords, and guarantors).
Use follow-up prompts to analyze relationships and patterns across the review set.
Follow-up prompts allow you to move from structure to insight.
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Explain the relationships between tenants, guarantors, and properties across this portfolio and highlight any tenants linked to multiple assets.
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Summarize any notable patterns across the portfolio, including recurring tenants, shared guarantors, or concentrations of similar document types.
Export and act.
Ask iManage export allows for direct use in portfolio briefing note, transaction planning pack, internal asset summary, or handover note.
More to explore
Extracting Key Dates From a Lease Portfolio
Use Case
Lease Portfolio Compliance and Regulatory Risk Mapping
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Agreement Amendment Impact Analysis
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