COI compliance & lien waivers,

automated.

Track insurance certificates. Generate state-specific lien waivers. Send for e-signature.

Also integrates with
Procore|
AutodeskSoon
Start free trial — 14 days free
50 States
12 mandatory forms built in
4 Types
Conditional & unconditional waivers
ACORD 25
Instant COI verification
E-Sign
ESIGN/UETA compliant workflow
Auto-Alerts
Expiration & compliance reminders
Per-Trade
Custom coverage minimums by trade
sublien.com/dashboard
Total Vendors
47
COI Compliant
89%
Waivers Signed
156
Pending Action
5
DH
Delta HVAC
CompliantSigned
AP
ABC Plumbing
ExpiringPending
PC
Peak Concrete
Non-CompliantNot Started

One dashboard for
every vendor.

See COI status and lien waiver progress for every subcontractor in one place. Know instantly who's compliant, who's expiring, and who needs action.

COI + lien waiver status at a glance
Filter by project, trade, or compliance status
Automatic alerts before coverage expires
Export compliance reports in one click
ProcoreSide Panel App

Lives inside Procore.
Zero context switching.

SubLien runs as a side panel directly in Procore. Your team never leaves the project — vendors, commitments, and payment data sync automatically.

Vendors, POs & projects pulled automatically
Payment data synced for lien waiver generation
Side panel opens on any project page
Webhook-powered real-time updates
app.procore.com/projects/riverside
PROCORE
HomeFinancialsDocuments
SubLienRiverside Tower
COI
Waivers
New Lien Waiver
Vendor
Delta HVACfrom Procore
State
Texasauto
Type
Cond. Partial
Amount
$45,000PO
Period
Mar 2026
Send for E-Signature
Synced with Procore

Two tools. One platform. Every plan.

COI compliance and lien waivers are included together in every plan. Same vendor, same project — they belong together.

COI Compliance Tracker
Delta HVAC
$2M GL / $1M Auto · Exp Aug 2026
Compliant
ABC Plumbing
$1M GL / $500K WC · Exp Mar 2026
Expiring
Peak Concrete
$500K GL · Exp Jan 2026
Non-Compliant

COI Compliance

Vendors upload their ACORD 25 certificates. Set minimum coverage requirements by trade, and get alerted when insurance expires or falls below your thresholds.

  • ACORD 25 instant verification
  • Per-trade coverage minimums
  • Automatic expiration alerts
  • Compliance reports
Lien Waiver Manager
TX
ABC Plumbing
Riverside Tower
Signed
CA
Summit Electric
Oak Park Mall
Pending
TX
Apex Roofing
Riverside Tower
Sent

Lien Waivers

Auto-generate state-specific lien waivers from your payment data. Correct statutory forms for all 12 mandatory states. Send for e-signature in one click.

  • Auto-detect state forms
  • 4 waiver types supported
  • E-signature with full audit trail
  • WY/MS notarization flow

How it works

Sign up in 2 minutes. Start tracking compliance right away.

01

Create account

Sign up with your email. Add your company, vendors, and projects.

02

Configure

Set COI coverage minimums by trade. Lien waivers auto-adapt to your project's state.

03

Upload & Generate

Vendors upload their COI — instantly verified. Generate lien waivers from payment data.

04

Stay Compliant

Dashboard shows status across all vendors. Alerts for expirations and issues.

One price. Everything included.

COI tracking + Lien Waivers in every plan. 14-day free trial. No setup fees. Cancel anytime.

Starter

Up to 50 active vendors.

$149/mo
50 vendors
  • COI compliance tracking
  • Lien waiver generation
  • ACORD 25 verification
  • E-signature built in
  • Per-trade COI minimums
  • Expiration alerts
  • Export all documents
  • Unlimited users
Start free trial
Most Popular

Pro

Up to 200 active vendors.

$299/mo
200 vendors
  • COI compliance tracking
  • Lien waiver generation
  • ACORD 25 verification
  • E-signature built in
  • Per-trade COI minimums
  • Expiration alerts
  • Export all documents
  • Unlimited users
Start free trial

Business

Unlimited vendors.

$499/mo
Unlimited
  • COI compliance tracking
  • Lien waiver generation
  • ACORD 25 verification
  • E-signature built in
  • Per-trade COI minimums
  • Expiration alerts
  • Export all documents
  • Unlimited users
Start free trial

Ready to simplify compliance?

Stop chasing COIs in email. Stop generating lien waivers in Word. One dashboard for all your vendor compliance. Start free for 14 days.

Start free trial