> For the complete documentation index, see [llms.txt](https://help.jurisphere.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.jurisphere.ai/jurisphere-guide/handbook/real-estate/capability-matrix.md).

# Capability Matrix

{% hint style="info" %}
**This page is for partners, KM teams, and anyone reviewing how the practice runs.** Each row is a sub-task in real estate, mapped to the Jurisphere tool that handles it, the level of lawyer input the output still needs, and what the team actually gets. Step-by-step operational guidance is below the matrix.
{% endhint %}

## The matrix

<table><thead><tr><th width="146.66796875">Sub-task</th><th width="141.40625">Jurisphere tool</th><th width="137.66796875">Lawyer input</th><th>What you get</th></tr></thead><tbody><tr><td>Research applicable real estate framework and structure the transaction</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Moderate</strong></td><td>Identify the applicable framework based on transaction type and state: Transfer of Property Act, Registration Act, state-specific Stamp Acts, RERA (Central and state rules), state revenue and tenancy laws, town and country planning regulations, building bye-laws, FEMA NDI Rules for foreign investment in real estate, Benami Property Act considerations; analyse choice of structure (outright sale, lease, leave and licence, development agreement, joint development, slump sale of project, SPV acquisition, REIT)</td></tr><tr><td>Conduct title due diligence and prepare title chain</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/list-of-dates/overview-of-the-list-of-dates-tool">List of Dates</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/translation/overview-of-the-translation-tool">Translation</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Minimal</strong></td><td>Review title chain documents typically going back 30 years including sale deeds, gift deeds, partition deeds, succession certificates, wills, mutation entries, family settlements; verify revenue records (7/12 extracts, khata, patta, RoR), encumbrance certificates, building approvals, occupation certificates, completion certificates, conversion orders (agricultural to non-agricultural), property tax receipts, and litigation searches; construct title flow and identify gaps, defects, and risk areas</td></tr><tr><td>Verify encumbrances, charges, and litigation on the property</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/mca-documents/overview-of-the-mca-documents-tool">MCA Documents</a> · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Minimal</strong></td><td>Search for existing encumbrances and competing interests: bank charges (CHG-1, CHG-9 filings), mortgage entries in encumbrance certificate, attachments by tax/regulatory authorities, registered leases, easements, pending litigation in property suits, family disputes, partition suits, specific performance claims; verify CERSAI records for security interests</td></tr><tr><td>Draft conveyance documents (sale deed, gift deed, conveyance, transfer deed)</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Substantial</strong></td><td>Prepare the conveyance deed for transfer of immovable property covering recitals (title flow), parties, consideration, schedule of property (with full description, boundaries, area, plot/khasra/survey numbers), representations and warranties of seller, indemnities, possession, statutory compliances, stamp duty, and registration; ensure compliance with state-specific Registration Act and Stamp Act requirements</td></tr><tr><td>Draft lease, leave and licence, and tenancy documents</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a></td><td><strong>Substantial</strong></td><td>Prepare commercial lease (long-term lease, fit-out lease), leave and licence agreement (residential and commercial), tenancy agreements: scope and demised premises, term and renewal, rent and escalation, security deposit, maintenance, common area charges, fit-out and reinstatement, permitted use, restrictions on assignment and sub-letting, lock-in, exit, force majeure, jurisdiction, stamp duty and registration</td></tr><tr><td>Draft and review development agreements and JDA / TDR / area sharing structures</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></td><td><strong>Substantial</strong></td><td>Prepare development agreement, joint development agreement (JDA), area sharing agreement, revenue sharing agreement, TDR (transferable development rights) documentation: development rights granted, owner's and developer's obligations, milestones, area/revenue split, sanction risk, RERA compliance, refundable security deposit/refundable deposit, defect liability, brand exclusivity, exit rights, dispute resolution</td></tr><tr><td>Conduct RERA compliance review for project acquisitions and ongoing projects</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/mca-documents/overview-of-the-mca-documents-tool">MCA Documents</a></td><td><strong>Moderate</strong></td><td>Verify RERA registration status, project disclosures (carpet area, common areas, FSI, sanctioned plans, completion timeline, escrow account, defect liability, allottee agreements, advertisement compliance, quarterly progress updates), promoter representations, declaration under Section 4, and compliance with state-specific RERA rules; for project acquisitions, verify whether change in promoter / project transfer is permissible and the consents required</td></tr><tr><td>Analyse counterparty mark-ups across deal documents</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool">Redline Analysis</a></td><td><strong>Minimal</strong></td><td>Review counterparty edits to sale deed, lease, JDA, and ancillary documents during negotiation; categorise changes by impact on commercial terms (consideration, area, possession), risk allocation (representations, indemnities, warranties), exit rights, and dispute resolution</td></tr><tr><td>Prepare conditions precedent checklist, closing memo, and post-closing compliance tracker</td><td>Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/list-of-dates/overview-of-the-list-of-dates-tool">List of Dates</a></td><td><strong>Minimal</strong></td><td>Extract all CPs from sale deed/lease/JDA: title rectifications, statutory approvals, dues clearance certificates, no-objection certificates (society, lender, regulatory authority), property tax clearance, possession handover, vacation by tenants, demolition or renovation milestones; track satisfaction through to closing and capture post-closing obligations (mutation, society membership transfer, utility transfers, registration formalities, ROC filings for charge satisfaction)</td></tr><tr><td>Structure and document REIT, InvIT, AIF, and large platform transactions</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/mca-documents/overview-of-the-mca-documents-tool">MCA Documents</a></td><td><strong>Substantial</strong></td><td>For institutional real estate transactions: structure REIT (commercial real estate), InvIT (infrastructure), Category II AIF (real estate fund); draft trust deed, investment management agreement, project SPV documentation, asset acquisition agreements, unit-holder agreements, and offer documents; analyse SEBI REIT/InvIT/AIF Regulations, FEMA framework for foreign investor participation, and tax pass-through provisions</td></tr><tr><td>Title opinion drafting</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/drafting-on-document-review">Drafting Pane</a></td><td><strong>Lawyer-Led</strong></td><td>Marketable-title view and qualifications are the partner's work product.</td></tr></tbody></table>

## How to use each tool

Click any sub-task to see the step-by-step operational guidance.

<details>

<summary>Research applicable real estate framework and structure the transaction · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Identify the applicable framework based on transaction type and state: Transfer of Property Act, Registration Act, state-specific Stamp Acts, RERA (Central and state rules), state revenue and tenancy laws, town and country planning regulations, building bye-laws, FEMA NDI Rules for foreign investment in real estate, Benami Property Act considerations; analyse choice of structure (outright sale, lease, leave and licence, development agreement, joint development, slump sale of project, SPV acquisition, REIT)

**How to use.** Query Research for state-specific framework (e.g., "stamp duty on conveyance of immovable property in Karnataka and Maharashtra comparison", "RERA registration thresholds and exemptions under \[state] rules", "FEMA conditions on NRI/OCI acquisition of immovable property", "joint development agreement vs area sharing development agreement structuring options"). Synthesise comparative position on stamp duty, registration, tax, and RERA implications

**Automation.** High: Comprehensive multi-statute and state-specific framework retrieval

</details>

<details>

<summary>Conduct title due diligence and prepare title chain · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/list-of-dates/overview-of-the-list-of-dates-tool">List of Dates</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/translation/overview-of-the-translation-tool">Translation</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Review title chain documents typically going back 30 years including sale deeds, gift deeds, partition deeds, succession certificates, wills, mutation entries, family settlements; verify revenue records (7/12 extracts, khata, patta, RoR), encumbrance certificates, building approvals, occupation certificates, completion certificates, conversion orders (agricultural to non-agricultural), property tax receipts, and litigation searches; construct title flow and identify gaps, defects, and risk areas

**How to use.**

Upload the full title bundleUpload full title bundle including scanned and photocopied historical documents — OCR processes scanned conveyances, handwritten endorsements, and old registry pages on upload.Translate regional-language documentsUse Translation for title documents in regional languages (e.g., Marathi sale deeds, Tamil patta, Kannada RTC, Bengali registry records) — covers 22+ Indian languages with auto-detection and page range selection.Extract key details from each documentUse Document Review workflows to extract parties, consideration, area, schedule of property, and encumbrances from each title document.Build the title chronologyUse List of Dates to construct the title flow chronology with each entry citing the source document and page.Run follow-up researchUse Research for "title verification standards under Transfer of Property Act", "validity of \[type of conveyance] in \[state]", "limitation for adverse possession".

**Automation.** Very High: OCR, translation, extraction, and chronology generation automated across heterogeneous title bundles

</details>

<details>

<summary>Verify encumbrances, charges, and litigation on the property · <a href="https://jurisphere.gitbook.io/jurisphere-guide/mca-documents/overview-of-the-mca-documents-tool">MCA Documents</a> · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Search for existing encumbrances and competing interests: bank charges (CHG-1, CHG-9 filings), mortgage entries in encumbrance certificate, attachments by tax/regulatory authorities, registered leases, easements, pending litigation in property suits, family disputes, partition suits, specific performance claims; verify CERSAI records for security interests

**How to use.** (1) For corporate seller: use MCA Documents to download all CHG forms (charge filings) and verify whether the property forms part of any existing security package (2) Use Document Review workflows to analyse encumbrance certificates, CERSAI search reports, and litigation search reports (3) Use Research for case law on "constructive notice of unregistered interests", "doctrine of lis pendens under Section 52 TPA", "priority between competing equitable mortgages"

**Automation.** Very High: Automated retrieval of corporate charge filings and encumbrance extraction

</details>

<details>

<summary>Draft conveyance documents (sale deed, gift deed, conveyance, transfer deed) · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Prepare the conveyance deed for transfer of immovable property covering recitals (title flow), parties, consideration, schedule of property (with full description, boundaries, area, plot/khasra/survey numbers), representations and warranties of seller, indemnities, possession, statutory compliances, stamp duty, and registration; ensure compliance with state-specific Registration Act and Stamp Act requirements

**How to use.**

Create the workflow and use the firm precedentCreate a custom workflow uploading the firm's standard sale deed precedent for the relevant state - different states require different recitals, stamp duty endorsements, and standard clauses.Pull state-specific legal requirementsUse Research for state-specific "stamp duty rates on conveyance under \[state] Stamp Act", "registration requirements and timelines under Registration Act".Generate the first draftGenerate first draft of the sale deed with title chain incorporated from DD output and property description from approved schedules.Negotiate and finalise in Word Add-InUse Word Add-In for clause-level negotiation and execution version.

**Automation.** High: Template-based drafting with state-specific customisation; title chain auto-incorporated from DD

</details>

<details>

<summary>Draft lease, leave and licence, and tenancy documents · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a></summary>

**What this is.** Prepare commercial lease (long-term lease, fit-out lease), leave and licence agreement (residential and commercial), tenancy agreements: scope and demised premises, term and renewal, rent and escalation, security deposit, maintenance, common area charges, fit-out and reinstatement, permitted use, restrictions on assignment and sub-letting, lock-in, exit, force majeure, jurisdiction, stamp duty and registration

**How to use.** Create separate custom workflows for each document type (commercial lease, L\&L, tenancy) using firm precedents. Generate drafts with transaction-specific terms. For portfolio transactions (e.g., a chain of retail leases or a company's pan-India office portfolio), use Parallel Review to compare key terms across all leases — rent, escalation, lock-in, exit rights, security deposit, renewal — and identify outliers and inconsistencies

**Automation.** Very High: Template-based drafting plus bulk portfolio comparison and standardisation

</details>

<details>

<summary>Draft and review development agreements and JDA / TDR / area sharing structures · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

**What this is.** Prepare development agreement, joint development agreement (JDA), area sharing agreement, revenue sharing agreement, TDR (transferable development rights) documentation: development rights granted, owner's and developer's obligations, milestones, area/revenue split, sanction risk, RERA compliance, refundable security deposit/refundable deposit, defect liability, brand exclusivity, exit rights, dispute resolution

**How to use.** Use Research for "JDA structuring under \[state] framework", "GST and stamp duty implications of JDA", "RERA registration obligations on JDA project". Create custom workflow using firm JDA precedent. Generate first draft incorporating commercial terms (area share/revenue share, milestones, security deposit) from term sheet. Use Word Add-In for landowner/developer position negotiation

**Automation.** High: Template-based drafting with project and structure-specific customisation; tax and RERA framework retrieved through research

</details>

<details>

<summary>Conduct RERA compliance review for project acquisitions and ongoing projects · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/mca-documents/overview-of-the-mca-documents-tool">MCA Documents</a></summary>

**What this is.** Verify RERA registration status, project disclosures (carpet area, common areas, FSI, sanctioned plans, completion timeline, escrow account, defect liability, allottee agreements, advertisement compliance, quarterly progress updates), promoter representations, declaration under Section 4, and compliance with state-specific RERA rules; for project acquisitions, verify whether change in promoter / project transfer is permissible and the consents required

**How to use.** Use Research for "RERA compliance obligations of promoter under Section 11 and state rules", "permissibility of project transfer and change of promoter under RERA", "remedies available to allottees under RERA". Use Document Review workflows to verify the project's RERA filings, allottee agreements, and quarterly disclosures. Use MCA Documents for promoter entity DD

**Automation.** High: Regulation retrieval comprehensive; document compliance verification automated

</details>

<details>

<summary>Analyse counterparty mark-ups across deal documents · <a href="https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool">Redline Analysis</a></summary>

**What this is.** Review counterparty edits to sale deed, lease, JDA, and ancillary documents during negotiation; categorise changes by impact on commercial terms (consideration, area, possession), risk allocation (representations, indemnities, warranties), exit rights, and dispute resolution

**How to use.** Upload firm's draft and counterparty's mark-up to Redline Analysis. Tool generates table of all changes with consequence, category, author, and date. Filter by clause type (recitals, representations, possession, indemnity, exit, dispute resolution) to focus negotiation on high-impact items and prepare counter-positions

**Automation.** Very High: Fully automated change identification and impact assessment

</details>

<details>

<summary>Prepare conditions precedent checklist, closing memo, and post-closing compliance tracker · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/list-of-dates/overview-of-the-list-of-dates-tool">List of Dates</a></summary>

**What this is.** Extract all CPs from sale deed/lease/JDA: title rectifications, statutory approvals, dues clearance certificates, no-objection certificates (society, lender, regulatory authority), property tax clearance, possession handover, vacation by tenants, demolition or renovation milestones; track satisfaction through to closing and capture post-closing obligations (mutation, society membership transfer, utility transfers, registration formalities, ROC filings for charge satisfaction)

**How to use.**

Extract the CPs and obligationsUse Document Review with custom workflow to extract all CPs and post-closing obligations from the transaction documents.Capture deadlinesUse List of Dates to capture target completion dates and statutory deadlines (e.g., registration within 4 months under Registration Act, mutation timelines under state revenue law).Build the trackerGenerate structured CP tracker with responsibility allocation and live status; convert post-closing obligations into a compliance calendar.

**Automation.** Very High: Automated extraction and structured tracker generation

</details>

<details>

<summary>Structure and document REIT, InvIT, AIF, and large platform transactions · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/mca-documents/overview-of-the-mca-documents-tool">MCA Documents</a></summary>

**What this is.** For institutional real estate transactions: structure REIT (commercial real estate), InvIT (infrastructure), Category II AIF (real estate fund); draft trust deed, investment management agreement, project SPV documentation, asset acquisition agreements, unit-holder agreements, and offer documents; analyse SEBI REIT/InvIT/AIF Regulations, FEMA framework for foreign investor participation, and tax pass-through provisions

**How to use.**

Run the legal framework researchUse Research for "SEBI REIT Regulations on minimum asset value and revenue generating share", "FPI investment in REIT/InvIT units under FEMA NDI Rules", "tax pass-through under Section 115UA".Conduct portfolio-level due diligenceUse MCA Documents and File Library to conduct DD across multiple project SPVs in the platform.Compare project-level documentsUse Parallel Review across project-level documents (concession agreements, lease deeds, TRA agreements, lender consents) to extract key parameters across the asset portfolio.Draft the transaction documentationUse custom workflows for trust deed, IMA, and asset acquisition documentation using firm precedents.

**Automation.** Very High: Multi-asset portfolio DD through bulk extraction; framework retrieval and template-based drafting layered

</details>

## Further reading on the Jurisphere Guide

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Auto-folderize</strong></td><td>Content-based document segregation on upload, robust against haphazard filenames.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/auto-folderize">https://jurisphere.gitbook.io/jurisphere-guide/auto-folderize</a></td></tr><tr><td><strong>Workflows on Document Review</strong></td><td>Pre-built and custom workflows for clause-level review across a contract set.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/document-review/workflows-on-document-review">https://jurisphere.gitbook.io/jurisphere-guide/document-review/workflows-on-document-review</a></td></tr><tr><td><strong>Drafting on Document Review</strong></td><td>Long-form drafting in the Drafting Pane, with citations preserved as hyperlinks.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/drafting-on-document-review">https://jurisphere.gitbook.io/jurisphere-guide/drafting-on-document-review</a></td></tr><tr><td><strong>Translation</strong></td><td>22 Indian regional languages and 200+ global languages, with formatting and pagination preserved.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/translation/overview-of-the-translation-tool">https://jurisphere.gitbook.io/jurisphere-guide/translation/overview-of-the-translation-tool</a></td></tr><tr><td><strong>Projects</strong></td><td>The shared workspace with Admin, Write, and View roles; Matter History records every action.</td><td><a href="https://jurisphere.gitbook.io/jurisphere-guide/projects/overview-of-projects">https://jurisphere.gitbook.io/jurisphere-guide/projects/overview-of-projects</a></td></tr></tbody></table>


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