Red flags
A scan across your whole document library for the risks buried in it — water damage, litigation, special levies, deferred work — ranked by severity.
Ask the documents answers questions you know to ask. Red flags surfaces the things you didn't.
DocumentsRed flags.
What it does
It reads across everything you've uploaded — minutes, financial statements, reports, correspondence — and pulls out the risk signals, each rated by severity and cited to its source.
Typical categories: water ingress and building envelope, litigation and disputes, special levies past and proposed, deferred maintenance, insurance issues and large deductibles, and reserve fund shortfalls.
Who this is for
A new council member. Run it in your first week. It's the fastest way to understand what you've inherited — most new councils find at least one thing nobody mentioned at the handover.
A council doing due diligence on itself. Before a levy vote or a major decision, know what's already on the record about the same component.
Anyone assembling a Form B. The judgement questions on a Form B — litigation and judgments, approved-but-uncollected levies, unfiled bylaw amendments — are exactly the things a scan of your own records surfaces.
Run it after a bulk upload
Uploading three years of minutes and then running a scan is the single highest value hour a new council can spend in this software.
Reading the results
Each flag carries a severity and a citation. Work down from high.
Open the source
Read the actual passage. Severity is an assessment, and context changes it — "water damage" might be a resolved 2019 leak or an active envelope failure.
Decide whether it's live
Was it dealt with? Is there a work order, a levy, a completed repair? If it was resolved, note where.
Act on what's live
A live issue becomes a work order, a directive, an agenda item, or a component on the reserve schedule.
Record what you found
Minute it. A council that identified a risk and decided how to handle it is in a completely different position from one that never noticed.
A scan is not an assessment
Red flags reads what's written down. It doesn't inspect the building, and it can't find a problem nobody recorded. A clean scan means your documents contain no obvious risk signals — not that your building has no problems. For that you need a depreciation report and a qualified inspection.
Nothing to scan yet
If the page has nothing, you haven't uploaded enough. Start with three years of minutes and the last two financial statements — see the document library.
Disclosure
Findings sit with the council, not with owners by default. Two things to keep in mind:
Disclosure obligations are real. Form B does not ask about building defects — that runs through the seller's Property Disclosure Statement, not a certificate issued by the corporation. But it does ask about litigation and judgments, approved-but-uncollected levies, and bylaw amendments not yet filed, and knowing about one of those and leaving it blank is a serious problem. A red-flag scan is not a reason to be careful about what you write down — it's a prompt to make sure your disclosures are complete.
Legal advice is privileged. Where a flag touches litigation, take advice before circulating anything.
Plan availability
Red flags is an AI feature and consumes an AI action. It's part of the document intelligence included on paid plans; free Starter has a smaller allowance. See plans and billing.
Still stuck? Open Support in the top bar of the app, ask the Assistant, or contact us.