Stop chasing subcontractor paperwork.

A missing waiver can hold up payment. An expired certificate can leave the team scrambling. Connect document requests, review, and reminders so the right people see what is missing and can act before it holds up the job.

Built around your document requirements and review process

Less chasing
automated requests and reminders
Visible gaps
exceptions for your team to review
Clear status
across projects and documents

Outcomes that protect every jobsite

Reduce compliance risk

Keep COIs, lien waivers and endorsements current across every project without manual tracking.

Save hours every week

Automate document collection, review and follow-up to eliminate spreadsheet maintenance.

Act before coverage lapses

Real-time dashboards and alerts give your team time to respond before a job is exposed.

How automated compliance works

1

Request & onboard

When a subcontractor is invited to a project, the system automatically requests the correct COIs, lien waivers and endorsements with your templates pre-loaded.

2

Review & validate

AI reads submitted documents, extracts coverage limits, expiration dates and additional insured language, and flags gaps or expired paperwork for human review.

3

Sync & notify

Compliance status is synced with your project management platform and ERP. Automated reminders continue via email, Slack or SMS until documents are current.

Works with your existing systems

Our automations connect through APIs to the tools you already use across project management, accounting and risk teams.

Popular platforms we integrate with:

Procore
DocuSign
GCPay
QuickBooks
Viewpoint Vista
Sage 300
Acumatica
CMiC
Insurance carrier APIs

Don't see your system? If it has an API, we can likely connect. Let's talk about your stack.

Security & guardrails

Legal documents are encrypted in transit and at rest, with granular role-based access so only the right people can view or approve files. Full audit trails capture every reminder, upload and approval to keep compliance airtight.

Frequently Asked Questions

Ready to automate compliance tracking?

In a 20-minute call, we'll discuss the compliance handoffs slowing your team down and whether the Construction Intelligence Sprint is a useful starting point.

Free discovery · Discuss fit, scope, and investment

Part of a bigger operating improvement

Fix the handoff. Keep the improvement working.

A workflow is only useful if it fits the people and systems around it. The Construction Intelligence Sprint uses EverySeat to uncover that context, prioritize the opportunities, and implement or materially prototype one meaningful improvement.

Your ongoing Technology Partner team works the 12-month roadmap with you. CIE is included in that relationship, connecting the records and operating knowledge so the next decision can build on what you learn. The Sprint is $15,000 regardless of company size, planned over 60 days. Ongoing partnerships start at $7,500/month.