Never chase a sub for a COI, W-9, or waiver again.
SubLien collects, checks, and files every sub’s COIs, W-9s, licenses, bonds, and lien waivers. AI reads every cert, bond, license, and W-9 on arrival — your team makes the final call.
Your subs just get a link — no logins, no portals. Runs standalone; Procore and QuickBooks Online are optional.
15 minutes · no commitment
- ESIGN & UETA-aligned e-signatures
- Statutory forms for every state that prescribes one
- Encrypted, tamper-evident records
- Export everything, anytime
No mockups — these are the real screens.
The vendor roll and the AI certificate review, exactly as they look when you sign in.
One compliance record per sub. The whole binder.
Stop juggling a spreadsheet for certs, a folder for W-9s, and an inbox for waivers. Everything a sub owes you lives on one record — and you decide, per vendor, exactly what to require.
- COIs — ACORD 25, AI-reviewed
- W-9s & 1099 readiness
- Trade licenses — upload, track, expiry alerts
- Payment & performance bonds
- Lien waivers with e-sign
- Master subcontracts (MSAs), e-signed
- Your own uploads — contracts, receipts
Auto-chase
Missing or expiring? SubLien follows up until it's in — nobody plays collections.
AI document review
Certs, bonds, licenses, and W-9s read on arrival, checked against your requirements.
Expiration radar
COI, license, and bond expiry in one place — reminders before certs and bonds lapse, alerts on licenses.
One-click audit packet
Export a time-stamped evidence binder per vendor or project, whenever anyone asks.
Three steps, and the paperwork chases itself.
Set the requirements once. From there, SubLien does the asking, the reading, and the nudging — and hands your team a clean decision.
- 1
Set the rules once
Choose what each sub owes you — which documents, and what insurance minimums per trade. Roofers and plumbers don't carry the same coverage; your requirements shouldn't either.
- 2
SubLien collects & checks
Subs get a secure link — no logins, no portals. AI reads every cert, bond, license, and W-9 on arrival and flags what's short, while reminders run until it's all in.
- 3
You make the call
Approve or reject with the gaps already highlighted. Every signature, review, and reminder lands time-stamped on the vendor record.
Lien waivers use each state’s statutory form where one is prescribed — auto-selected from the project’s state, with ESIGN/UETA-aligned e-signature.
Connects to the tools you already run on.
Connect once and the busywork disappears — vendors, POs, and payments flow in, and each draw surfaces its waiver ready to send before you pay.
QuickBooks Online
Your books already know who got paid — SubLien turns that into compliance.
- Bills against POs surface as ready-to-send lien waivers
- Vendors and jobs import from your books — you pick who to track
- Compliance verdict stamped on the bill, executed waiver PDF attached
- Paid-vs-waived report before you release retention
Procore
Full two-way sync, including a side panel inside Procore itself.
- POs, commitments, and vendors sync in automatically
- New pay apps surface the matching waiver, ready to send
- Review certs and waivers in a side panel inside Procore
- Signed waivers and approved COIs write back to the record
Both are optional. SubLien runs fully standalone — email and secure links carry the whole workflow. Connect your PM or accounting system whenever you’re ready.
Honest pricing, right here on the page.
No “contact sales” mystery. Every plan includes every feature — pick the document volume that fits your month. Growth and Scale differ only by allowance, not features.
Every plan includes
- AI COI review (ACORD 25)
- Lien waiver & MSA e-sign
- W-9 collection
- License & bond tracking
- Expiration alerts & reminders
- Procore & QuickBooks Online sync
- Unlimited users, vendors & projects
A one-time onboarding fee applies. We set you up hands-on — trade requirements, vendor import, first requests — and walk through it on your demo.
15 minutes · no commitment
A document = a COI reviewed, waiver sent, or W-9 requested. Reminders, re-uploads to fix a cert, and unlimited users, vendors, and projects never count.
The things people ask on the demo call.
Do I need Procore or QuickBooks Online?
What documents does SubLien track?
Does the AI make the final call?
What counts as a document?
How long is onboarding?
What happens to vendor data?
See it on your own paperwork.
Bring a real COI and a real vendor list — we’ll set up your trade requirements together and walk the whole flow, from request to final call.
15 minutes · no commitment