pf-lease-docs: Lease Document Generator

Generate lease renewals, rent increase notices, late rent letters, compliance audits, and portfolio tracking reports for small landlords and property managers — with 50-state jurisdiction-aware statute citations, rent control compliance, and a 12-point legal compliance audit. Replace $600–2,400/yr in property management software costs while keeping all tenant data local.

Version 1.1 — Deep Domain Knowledge: Authoritative landlord-tenant law framework with statute-level citations.

Installation

1. Download the pf-lease-docs.plugin file
2. Open Claude Desktop and navigate to Settings > Plugins
3. Click Install Plugin and select the downloaded .plugin file
4. The plugin will be installed and available immediately

Note: All data stays local on your machine. No external API calls or cloud storage required.

Why This Exists

Small landlords pay $588–2,400/year for Buildium, AppFolio, or TenantCloud primarily for lease document generation. These SaaS platforms bundle lease management with full-blown property management suites (accounting, maintenance tracking, tenant portals), forcing you to pay for features you don't use. pf-lease-docs is an alternative to only the lease document workflow, saving hundreds to thousands annually and keeping your data local.

Quick Start

1. Run setup (one-time):

   /lease:lease-setup
   

   Creates folders, installs dependencies, collects property info, and auto-populates jurisdiction settings from the 50-state database with statute citations.

2. Add your leases: Edit .lease/portfolio.json (JSON format, one lease per entry with tenant_name, unit, current_rent, lease_start, lease_end, etc.)

3. Generate documents:

   /lease:lease-renewal all                            # Renewal letters with statute citations
   /lease:lease-rent-increase "John Smith" 1500         # Rent increase with rent control check
   /lease:lease-late-notice "Jane Doe"                  # Late notice with state-specific cure period
   /lease:lease-tracker --format xlsx                   # 6-worksheet portfolio report
   /lease:lease-compliance-audit                        # 12-point compliance audit
   /lease:lease-jurisdiction-db CA                      # Look up any state's requirements
   

4. Review & send: Open generated DOCX files in Word, review, edit if needed, print or email to tenants.

Commands

Command	Purpose	Output
/lease:lease-setup [path]	Initialize workspace with 50-state jurisdiction defaults	Folders, config.json with statute citations, portfolio.json
/lease:lease-renewal [tenant|all]	Generate renewal letters with federal disclosures (42 USC §4852d, 50 USC §3955)	DOCX files
/lease:lease-rent-increase "tenant" new-rent	Generate rent increase with rent control validation	DOCX file
/lease:lease-late-notice "tenant" [amount]	Generate pay-or-quit notice with state-specific cure period	DOCX file (or DRAFT)
/lease:lease-tracker [--format text|xlsx]	Portfolio summary with compliance dashboard (6 worksheets)	Text or XLSX
/lease:lease-compliance-audit [file]	12-point compliance audit of generated documents	Text report
/lease:lease-jurisdiction-db STATE [topic]	Look up any state's landlord-tenant law	Text reference
/lease:lease-full-pipeline [--dry-run]	Run all steps in sequence	All of the above

AI-Powered Features

• 50-State Jurisdiction Database: Auto-populates notice periods, grace periods, pay-or-quit rules, late fee caps, and rent control status with specific statute citations for 20+ states
• Rent Control Compliance: Validates increases against CA AB 1482 (5%+CPI/10% cap), OR SB 608 (7%+CPI/10% cap), NY HSTPA, with local ordinance warnings
• Graduated Notice Period Enforcement: CA (Civ Code §827: 30/90 days by % increase), NY (RPL §226-c: 30/60/90 days by tenancy duration), CO, PA graduated rules
• CA CCP §1161(2) Compliance: Automatically separates rent-only arrears from late fees in 3-day notices per case law (Bevill v. Zoura, Kwok v. Bergren)
• Late Fee Cap Validation: Auto-reduces fees exceeding statutory caps (NC §42-46, NY RPL §238-a, CO §38-12-105, CT §47a-15a, VA §55.1-1204)
• Federal Disclosure Integration: Lead paint (42 USC §4852d), SCRA servicemember provisions (50 USC §3955), Fair Housing Act compliance (42 USC §§3601-3619)
• 12-Point Compliance Audit: Pre-serve quality gate checking all federal and state requirements
• 6-Worksheet Portfolio Report: Active Leases, Upcoming Expirations, Rent Increase Schedule, Compliance Dashboard, Security Deposits, Portfolio Summary
• Statutory Deadline Monitoring: Flags leases past notice deadline per state law with color-coded urgency

How It Works

1. Setup creates .lease/config.json (your property info + jurisdiction settings with statute citations from 50-state database) and .lease/portfolio.json (your lease data)
2. Skills read config + portfolio, generate DOCX/XLSX documents with state-specific legal language, federal disclosures, and statute citations
3. Compliance audit verifies documents against 12-point checklist before you serve them
4. All data stays local — never uploaded to cloud

What It's an Alternative To

Feature	pf-lease-docs	Buildium ($588–2,400/yr)	AppFolio ($1,400+/yr)	TenantCloud ($180–600/yr)
Lease renewals	✅ With statute citations	✅ Full	✅ Full	⚠️ Basic
Rent increase notices	✅ Rent control validation	✅ Full	✅ Full	⚠️ Basic
Late rent notices	✅ State-specific cure periods	✅ Full	✅ Full	⚠️ Basic
Compliance auditing	✅ 12-point checklist	⚠️ Basic	⚠️ Basic	❌ None
Jurisdiction reference	✅ 50-state database	❌ None	❌ None	❌ None
Portfolio tracking	✅ 6-worksheet XLSX	✅ Full	✅ Full	✅ Full
Online rent collection	❌ No	✅ Yes	✅ Yes	✅ Yes
E-signatures	❌ No	✅ Yes	✅ Yes	✅ Yes
Tenant portal	❌ No	✅ Yes	✅ Yes	✅ Yes
Data privacy (local)	✅ Yes	❌ No	❌ No	❌ No
Annual cost	included	$588–2,400	$1,400–7,500	$180–600

Feature Comparison

Feature	Support	Notes
Lease Renewal Letters	✅ Full	State-specific notice periods, federal disclosures, SCRA clause, signature block
Rent Increase Notices	✅ Full	Rent control validation (CA/OR/NY), graduated notice, late fee cross-reference
Late Rent / Pay-or-Quit	✅ Full	20-state cure periods, grace period enforcement, late fee cap validation, CA CCP §1161(2)
Compliance Auditing	✅ Full	12-point checklist: 4 federal + 5 state + 3 quality checks
Jurisdiction Reference	✅ Full	20 states with 10 data points each, comparison mode, config verification
Portfolio Tracking	✅ Full	6-worksheet XLSX with compliance dashboard and security deposit tracker
Online Rent Collection	❌ None	Use Stripe, PayPal, or Venmo separately
E-Signatures	⚠️ Partial	Export DOCX to free e-sign tools
Data Privacy	✅ Full	All tenant data stays local in .lease/portfolio.json

Estimated Cost per Use

Disclaimer: Token estimates are approximate and based on typical usage patterns measured from skill prompt sizes. Actual costs vary with input data size, conversation length, and complexity. Estimates use Claude Sonnet 4.6 pricing ($3/1M input, $15/1M output). Cowork and Claude Desktop subscription users (Pro/Max/Team) are not charged per-token — these estimates apply only to direct Anthropic API usage. Running stages individually in fresh sessions uses fewer input tokens than running the full pipeline sequentially, because pipeline mode accumulates conversation history across stages.

Per skill (run individually in a fresh session):

Stage	Skill Prompt	User Input	Total Input	Output	Est. Cost
lease-jurisdiction-db	~2.3K	~800	~6.3K	~3.0K	~$0.06
lease-compliance-audit	~2.9K	~800	~6.8K	~4.0K	~$0.08
rent-increase	~3.3K	~800	~7.8K	~3.3K	~$0.07
lease-renewal	~5.0K	~800	~9.2K	~5.0K	~$0.10
lease-tracker	~2.6K	~800	~7.5K	~3.0K	~$0.07
late-notice	~3.4K	~800	~8.3K	~3.4K	~$0.08
Standalone total			~45.8K	~21.7K	~$0.46

Full pipeline (all stages in one session — context accumulates):

Stage	Base Input	+ History	Total Input	Output	Est. Cost
lease-jurisdiction-db	~7.4K	0	~7.4K	~3.0K	~$0.07
lease-compliance-audit	~8.0K	~3.8K	~11.8K	~4.0K	~$0.10
rent-increase	~8.3K	~8.6K	~16.9K	~3.3K	~$0.10
lease-renewal	~10.1K	~12.7K	~22.7K	~5.0K	~$0.14
lease-tracker	~7.7K	~18.4K	~26.1K	~3.0K	~$0.12
late-notice	~8.5K	~22.2K	~30.7K	~3.4K	~$0.14
Pipeline total			~115.7K	~21.7K	~$0.67

Running the full pipeline once typically costs $0.47–$0.87 in API tokens (Claude Sonnet 4.6).

Known Limitations & Workarounds

Limitation	Impact	Workaround
No persistent scheduling	Can't auto-remind on expiration dates	Run /lease:lease-tracker monthly or set Cowork scheduled task
No real-time API lookups	Statute database is point-in-time	Verify against current law; database notes last_updated date
No persistent database	Portfolio is one JSON file	Works fine for 1–50 units; back up regularly
No e-signatures natively	Must use external service	Upload DOCX to free e-sign tools
20 states detailed	Not all 50 states have full entries	Federal requirements cover all states; manual entry for unlisted states

Requirements

• Python 3.7+ (comes pre-installed in Cowork)
• pip (for installing python-docx and openpyxl)
• Cowork plugin system (or Claude Desktop)

Support & Documentation

• User guide: See USER-GUIDE.md
• Changes: See CHANGELOG.md
• Command reference: See commands/ directory
• Skill details: See skills/ directory

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Made by PF Plugin Factory. Keep your data local, ditch the SaaS bloat.

Important Disclaimers

• AI-Generated Content: This plugin uses AI (LLM) technology which can produce inaccurate or incomplete outputs. All content should be treated as a starting point and reviewed for accuracy before use.
• Not Professional Advice: Outputs do not constitute legal, financial, tax, medical, or other professional advice. Consult qualified professionals before making decisions based on generated content.
• No Compliance Guarantee: References to industry standards, regulations, or guidelines are for informational purposes only. This plugin does not guarantee compliance with any law or regulation. Users are responsible for verifying all outputs meet their specific regulatory requirements.
• No Endorsement or Affiliation: Mention of third-party products, standards, or organizations does not imply endorsement, partnership, or certification by those entities.
• Not Legal Advice: This plugin does not provide legal services or legal advice. All legal documents and analysis should be reviewed by a licensed attorney before use.