Six features that work as one system: documents come in, AI reads them, payments stay locked until everything checks out.
Vendors upload a certificate through a link — no account needed. The AI reads ACORD 25 and 28 forms and checks them against your project requirements. You make the final call.
General Liability — $1M / $2M
Expires Mar 14, 2027 · CG 20 10 found
Workers' Compensation — Statutory
Expires Mar 14, 2027
Umbrella — below requirement
$2M found, $5M required
Read in 58 seconds · awaiting your approval
A valid COI, a signed lien waiver and a W-9 on file. The hold is enforced by the database, not the screen — nobody can click around it.
COI compliant
Verified Jan 9, 2027
Lien waiver signed
Progress waiver · Jan 12, 2027
W-9 on file
TIN verified · masked
See every COI and license expiration across every vendor. Send a renewal request to the vendor or straight to their broker in one click — with separate templates for each.
Auto Alerts on · next run previews before sending
Field superintendents scan a QR code at the gate and instantly see whether a vendor is cleared today — no app install, no phone calls to the office.
Crestview Mechanical LLC
Cleared for site today
COI valid · waiver signed · checked in 07:42
Progress and final waivers go out as a signing link — the vendor signs on their phone, no login. Signed waivers are tamper-evident, and W-9 tax IDs are stored masked.
Unconditional progress waiver
Signed by D. Ruiz · Jan 12, 2027 14:03 UTC
W-9 on file
EIN ··-···4821 · verified
Track Tier-2 contractors under their parent vendor, with the same COI requirements — so a gap two levels down still shows up on your board.
The expired Tier-2 COI also holds Highline Roofing's payment until resolved.
Start a free trial with sample data, or upload a real COI and watch the read happen in about a minute.