01
Know
Contract intelligence
Lease agreement Active
Expiry date Tracked
Rent review Annual
Obligations Recorded
Understand agreements, obligations, critical dates and relationships.
Enterprise commitment management
Every business commitment, one trusted environment
Every organisation carries business commitments — financial, property, contractual and operational. Petra brings the full commitment lifecycle together, so finance, property, legal and operations work from the same trusted information.
Finance
Property
Legal
Operations
Meet Petra
An intelligent, always-on part of the team
Petra gives teams one place to understand, manage and act on the commitments that sit across agreements, property, projects and day-to-day operations.
How Petra works
From knowing what matters to improving what happens next
02
Control
Workflow control
● Draft Completed
● Review In progress
○ Approval Pending
○ Activate Next
Keep people, approvals, tasks, documents and deadlines connected.
03
Automate
Always-on actions
Send reminder ● ON
Create task ● ON
Approval request ● ON
Update calendar ● ON
Reduce manual administration and keep actions moving automatically.
04
Improve
Real-time insight
Active projects 128
Overdue 12
Turn trusted information into clearer decisions and better outcomes.
05
Adapt
Configure & evolve
Fields & forms ›
Workflows ›
Approval rules ›
Integrations ›
Configure the platform around the way your organisation works and evolves.
AI in Petra
Intelligence built into the platform, not bolted onto it
AI Contract Intelligence reads leases, licences and service agreements to identify parties, dates, options, rent reviews and key terms — surfacing patterns worth attention before they become problems.
Petra isn't a chatbot bolted onto the software, and it isn't a plugin. It's automation built into the platform, working alongside your team's judgement rather than replacing it.
Ask Petra
Ask in plain language
A document, a contact, next quarter's projection — Petra answers in plain language, drawing on the same trusted information behind the rest of the platform.
Confidence & outcomes
Better control without adding another layer of administration
✓
Better decisions, built on trusted knowledge
✓
Stronger governance, embedded not layered on
✓
Protected revenue for the life of the agreement
✓
Reduced risk and fewer missed obligations
✓
Less administration
✓
Better cross-team collaboration
✓
Readiness for change
Lease & property workflow
Transform your lease & property process management workflow
Streamline your lease and property process and reduce manually handled procedures by digitalising your work method with Petra. Tailor user access, share information with your team or third parties, request and store information in one place, and connect lease and property data directly into the workflow.
Option renewal
Market reviews
New leases
Property & Land Acquisition
Lease expiry and termination
Housing
Get The Whole Picture
Keep Track of Who's Doing What and When
Collaborate, Communicate and Exchange
Share Information and Allow Access With Third Parties
Make Informed Decisions
Reduce Manual Processes
Built for enterprise operations
The information, evidence and relationships stay connected
Evidence captured as part of the process
Full visibility into who's responsible, who approved and who changed what — evidence recorded as part of the process, not reconstructed at audit time.
Property, assets and agreements in one view
Portfolio Intelligence connects property, assets, agreements and critical dates into one view. Landlord and lessee are managed within the same environment.
Accelerate discovery from legacy data
AI Contract Intelligence accelerates discovery from spreadsheets or legacy systems, while your team reviews and approves what's found.
Built to keep evolving after go-live
Continuously evolving, cloud-based and accessible wherever business takes you — with Customer Success, Petra Academy and the Knowledge Centre beyond go-live.
Native Workflow
Design your own workflow
Control and view the whole lease cycle with customised, flexible workflows. Make informed decisions using real-time data and clearer visibility around potential roadblocks.
See Petra workflow in action
Build processes around the way your team actually works
Connect stages, approvals, tasks, documents, dates and people into a workflow your teams can follow and improve.
See what needs attention
Visual overview of key information related to projects and tasks, including projects in progress, overdue and completed, plus estimated completion dates.
Report across your projects
Reports on your projects for a specific project type, giving teams a clearer view of activity and progress.
Petra features
The everyday tools behind the workflow
Online forms
Digitalise manual forms with Petra's customisable online form-builder for internal or third-party information capture.
Project tracker
Set key dates to track overall project and workflow activities, including expected start and end dates.
Calendar
Consolidated view of dates associated with tasks and workflow milestones, with Office 365 Outlook connectivity.
Tasks
Break down work for any activity, add comments, notes or attachments, and assign tasks to users.
Documents
Keep documents accessible in one place, attach them to projects and link them to specific tasks.
Conversations
Keep project communication close to the work so teams can find context without jumping between disconnected systems.
History
View detailed workflow history, including when a stage happened, who executed it and any comments recorded for that stage.
Workflow
See the full workflow in one place, with completion stages making it easier to understand where each project stands.
See Petra in action
Bring every commitment into one trusted environment
See how Petra connects contracts, property, workflows, governance, projects and teams, with intelligence built into the platform.
Book a demo
Petra reviews
What property teams are saying about Petra
Feedback from property professionals across commercial, retail, utilities, corporate and government environments.
“
Having the ability to manage the whole lease life cycle is truly ground-breaking. Congratulations Progenesis for creating this whole new approach in Petra. Suddenly we can see our whole portfolio and easily deal with any issues as they come up.
Leading commercial property manager on Petra
“
Now that I know you guys at Progenesis look after 13 of the top 20 retailers in the country, I can see how you have built all this advanced retail functionality into your new Petra offering.
Leading retail property manager on Petra
“
I’d never seen a property & lease management solution that has workflow and AI as its core, until I saw & tried this new Petra software product. Now I could never go back to the older style solutions that don’t handle all this effortlessly. Workflow and AI together have led to a revolution in the way we manage our properties and leases. We see everything, and we know what’s coming and when. We are on top of everything – effortlessly.
Leading Utility Company property manager on Petra
“
Finally we have found a system build for customers like us who are both tenant and landlord. Other systems we used in the past had real trouble dealing with this situation. They tried to ‘shoehorn’ one type of lease on top of the other type of lease, making life so complicated. And so confusing. I can see Petra has been designed to handle both lessee and lessor requirements at the same time. So obvious, but nobody else has done it from the beginning.
Leading Corporate property manager on Petra
“
We have so many special fields and categories of information we need to add into our property & lease management system, that our old systems could not cope with it, by just letting us add a few ‘user definable fields’. Now Petra has made it all unlimited and fully integrated, easy to report on, and lets us capture important dates, reminders and notes, as well as making everything totally visible. It really is a generation ahead.
Leading Government Department user’s comment on Petra
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