Automated document compliance

COIs, W-9s, and lien waivers without the subcontractor chase.

SubLien uses AI to parse ACORD 25s, sends vendors secure upload and signing links, and keeps reminding them until the documents are complete.

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Compliance queue
12 docs in motion
This week
8 automated
Needs review
Summit Roofing
COI
AI found missing umbrella coverage
Waiting
Cobalt Steel
Lien waiver
Signature link sent, reminder due today
Complete
Acme Plumbing
W-9
Uploaded, accepted, stored with vendor
What SubLien automates

The repetitive compliance work that slows projects down.

Before a sub starts work, you need the W-9 and COI. During billing and closeout, you need the right waiver signed. SubLien keeps those loops moving without a PM manually chasing every email.

Parse COIs with AI

Read ACORD 25s, extract limits and expirations, then flag gaps against your configured requirements.

Chase vendors automatically

Send secure upload and signing links, then keep reminding subs until the document is in.

Keep evidence organized

Store W-9s, signed waivers, COI reviews, timestamps, consent, and audit events with the vendor record.

How teams use it

Pre-work COI and W-9 intake. Waiver follow-up when signatures are due.

SubLien is first a compliance hub. Procore teams can add project/vendor sync and side-panel context, but vendor collection works even without a PM system.

Vendor profile
Beacon Drywall
2 open requests
COI
Reminder scheduled
AI parsed. Expiry in 29 days.
W-9
Vendor link sent
Requested before mobilization.
Lien waiver
Auto-remind every 3 days
Conditional partial ready for signature.
Built for GC compliance

Automation where it helps. Human review where it matters.

Built for pre-work compliance and closeout documents, not payment processing.
Vendor links do not require a portal login.
Standalone first, with optional Procore side panel and write-back.
Your team keeps the final legal and insurance review decision.
Pricing

Simple plans for document compliance.

Every tier includes W-9 tracking, COIs, lien waivers, reminders, audit exports, and optional Procore connection.

Starter
$199/mo
60 docs/mo
Growth
$499/mo
200 docs/mo
Scale
$999/mo
600 docs/mo

Stop chasing compliance docs by hand.

We'll help you test COI parsing, W-9 collection, and lien waiver reminders on a real vendor workflow.

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