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Why SubLien

Lien waivers, COIs, W-9s and vendor documents. One record per sub. No vendor portal.

SubLien requests what’s missing, follows up on a schedule, and keeps every document on the vendor it belongs to, for your team to review.

  1. 01The vendor record
  2. 02Procore and QuickBooks
  3. 03Closing a project
01 · The vendor record

The whole vendor on one screen.

Open a sub and everything you chase is already together: the latest certificate beside your configured minimums, the W-9, every lien waiver and every other document, project by project. No tabs to reconcile, no spreadsheet on the side.

  • A green tick exists only because a named person on your team reviewed the source document and recorded it.
  • Follow-ups for whatever is missing run on a schedule, then stop and flag who never answered.
Kestrel Roofing
Roofing · Procore-synced
3
Active projects
2
COI documents
14
Lien waivers
2/3
COIs at your minimums
  • Certificate of insuranceDifferences recorded

    General liability $1M · your minimum $2M · recorded by Dana R.

  • W-9On file — reviewed

    Collected Feb 11 · reviewed by Dana R.

  • Conditional partial · pay app 07Sent

    Sent Mar 3 · reminder 2 of 3 on schedule

  • Change order #3Needs GC signature

    Signed by the vendor · waiting for your countersignature

02 · Inside the tools you already use

Drafts from what you already entered.

Optional — SubLien runs standalone on email, and connects to Procore or QuickBooks Online, one at a time.

Procore

A side panel where the pay apps already are.

When a tracked vendor’s pay app or direct cost comes in, one click drafts the waiver with vendor, project, amount and period filled in. You review and send it.

See the Procore integration
Side panel in Procore
New payment applications (1)
Summit ElectricPA-07 · $96,400
By commitment
  • PO-2201 Kestrel RoofingSent
  • PO-2188 Bayou FramingSigned
QuickBooks Online

From the bills you already entered to one waiver.

Bills from your tracked vendors line up by project. Pick the ones a payment covers and SubLien drafts one waiver with every invoice number on it.

See the QuickBooks integration
QuickBooks Online bills
Delgado Concrete · Riverside Tower
03 · Closing a project

Request every closeout waiver from one list.

At the end of a job, one review lists every tracked vendor with its final-waiver status and a prefilled draft. Nothing goes to a sub until you review and send it.

Riverside Tower
7 vendors · 41 documents on file
Request closeout waivers
  • Kestrel RoofingUnconditional final · draft prefilled
  • Summit ElectricConditional final · draft prefilled
  • Cobalt SteelUnconditional final · signed Aug 12Signed
Closeout package (ZIP)Excel workbook · signed waivers · COIs · W-9s for owners and admins
Fit

When SubLien is not the right fit.

SubLien is focused software, not an outsourced compliance or lien-rights service.

You’re protecting your own lien rights

SubLien files no preliminary notices or mechanics liens and tracks none of those deadlines. It is built for the GC collecting subcontractor records.

You send a few documents a year

A folder and a template may be enough. The math works when chasing subs for paper costs someone real hours.

You want someone to make the call for you

Your reviewer records every decision by name. If you want staff who review certificates and decide for you, you want an outsourced compliance team, not software.

Your procurement needs a SOC 2 from us

Sublien LLC holds no SOC 2 report of its own; our infrastructure providers hold theirs. If your security review needs one from the vendor directly, SubLien will not clear it.

Fifteen minutes, on your own paperwork.

Bring the paperwork you chase today — waivers, certificates, W-9s or any other document. We’ll show it for your team and your subs.