Lien waivers and COI tracking for Procore

The connection can read selected projects, vendors, payment applications and direct costs. Your team chooses what to import during setup.

Two optional write-backs, each with its own switch in Settings: signed lien waivers are filed as PDFs in the project's Procore Documents (in a "SubLien Lien Waivers" folder, one subfolder per vendor), and COIs your reviewer has decided are copied to the vendor's Insurance records in the Procore Directory with the recorded status, then marked expired when the certificate expires. They use your Procore connection and run only after the signature or review is recorded. SubLien does not change projects, vendors, commitments, payment applications or direct costs in Procore. W-9s stay in SubLien.

Choose vendors to track in SubLien and request their certificates of insurance. SubLien prefills stated ACORD 25 facts and compares recorded fields with your configured requirements. Your reviewer checks the source and records the decision. SubLien tracks expiration dates and renewal reminders without deciding coverage. If you turn it on, SubLien copies each recorded decision to the vendor's Insurance records in the Procore Directory.

No — invoice submission, approvals, rejections, revision requests and payments stay in Procore. SubLien reads supported payment applications and direct costs to prefill waiver drafts; it does not upload invoices or mirror approval or payment status.

No. Subcontractors sign requested lien waivers and upload COIs or W-9s through secure email links, without an account or charge. The general contractor pays for SubLien.

No. SubLien works standalone with email and secure links. The Procore connection is optional and adds selected imports plus a side panel. QuickBooks Online is the alternative connection; one provider can be connected per organization at a time.

Yes. SubLien keeps all four workflows on the same vendor record: lien waivers, COI review with AI prefill, W-9 source-file collection, and other vendor documents such as subcontract agreements. Send a PDF for the vendor's signature and, when needed, an assigned owner or admin's countersignature. Subcontractors respond through secure email links without an account or fee. Plans start at $199/month for up to 50 active vendors, with all four workflows included. SubLien works standalone; Procore or QuickBooks Online is optional, with one connected provider at a time.