Tenant — multi-site
Demand lands, we check the cap, you see whether to query. The query letter is a one-liner: 'cap Y3, demand exceeds by X%'.
1-line
query letter
Caps, Schedules, Reconciliations — Done.
Service-charge clauses look short and read short. Until the actual demand arrives at 40% above the indexation basis and someone has to find the cap clause from three reviews ago. We pull the cap, the basis, the applicable years, and watch the demand against it.
What we extract
The Cap, the Basis, and the Years It Applies.
A cap with no indexation is rare; a cap with no applicable-years schedule is rarer. We capture all three so the demand can be checked against the clause.
Cap value & basis
Numeric cap pulled from the clause, with the indexation basis (CPI, RPI, fixed %) tagged for portfolio analytics.
Applicable-years schedule
Caps often apply only to specific years (Y1–3, then open). The applicable-years window extracted so the cap isn't applied where it doesn't.
Reconciliation alerts
Compare actual demand vs cap. Within 5% of cap: flag. Over cap: red. Tenant team sees the breach before they have to argue it.
Demand vs schedule
The annual reconciliation should fall in a specific window. Late reconciliation is a tenant lever; we flag the missed window.
Itemised demand storage
Upload the demand; itemised lines stored against the cap. Future demands have a baseline for variance analysis.
Tenant + landlord views
Tenant: 'is this fair?'. Landlord: 'am I within the cap?'. Same data, two dashboards.
Built for
Anyone with a Service-Charge Dispute Waiting to Happen.
Service-charge disputes are the most common landlord/tenant friction. The cap clause is the most-cited evidence. Have it ready.
Landlord — managing agent
Reconciliation dates per lease are different. Our pipeline view scheduled the reconciliation work so demands go out compliantly.
Per-lease
reconciliation pipeline
MAT estates team
Academies often have low caps with strict indexation. Variance alerts go to the trust's finance director, not just estates.
Finance-routed
variance alerts
Hotel Group
Shopping-centre service charges with large caps. Itemised line-level storage surfaces the categories driving year-on-year drift.
Line-level
drift analysis
The Cap Exists. Make Sure It's Enforced.
14-day Pro trial. No card. Lease parsing on every paid tier.