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Description
SubLien is a software solution designed for subcontractor compliance that aids general contractors in managing various tasks such as lien-waiver requests, certificate of insurance collection and review, W-9 submissions, vendor information, project details, and payment records within a unified workflow. The platform allows teams to generate both conditional and unconditional waivers while maintaining visibility of the project's status and selected documentation for client or legal review, facilitating the collection of signatures via secure email links. When it comes to COIs, the software's document parsing feature automatically fills in details, allowing the customer's reviewer to verify the source, make necessary edits, and ensure compliance with company or project-specific minimums before documenting their assessment. SubLien operates independently but also offers optional integrations with Procore and QuickBooks Online for added functionality. Each paid subscription grants access to all features along with unlimited users, vendors, and projects, with the exception of document limits. It's important to note that while SubLien tracks the customer's workflow, it does not make determinations regarding the legal validity, coverage, compliance, authority, enforceability, or payment aspects of the documents processed. Furthermore, this streamlined approach enhances the efficiency of managing subcontractor compliance, ensuring that all necessary documentation is handled systematically.
Description
TradeGuard is a compliance management solution designed to help contractors and property managers stay ahead of expired insurance documents and missing subcontractor paperwork. The platform centralizes COIs, licenses, tax forms, OSHA records, bonds, lien waivers, signed contracts, and other required documents in one organized dashboard. Instead of relying on spreadsheets and email reminders, users can set automated alerts at intervals such as 90, 60, 30, 7, and 0 days before expiration. TradeGuard allows subcontractors to upload documents directly through a secure portal link without needing to create an account. Its smart extraction feature reads standard COI forms and insurer-issued PDFs to capture policy details and schedule alerts automatically. The system checks documents against state requirements across all 50 states and Washington, DC, helping users identify missing licenses, registrations, or safety records. TradeGuard also flags policies that fall below required coverage limits and provides a compliance score across the full subcontractor roster. Additional features include tamper detection, PDF metadata analysis, broker confirmation, QuickBooks Online vendor import, and payment compliance review. The platform helps businesses reduce liability exposure, streamline document collection, and enforce compliance before projects begin.
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Has API
API Access
Has API
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Integrations
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Integrations
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Pricing Details
$199/mo, billed quarterly
Free Trial
Free Version
Pricing Details
$150/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
SubLien
Country
United States
Website
sublien.com
Vendor Details
Company Name
TradeGuard
Founded
2026
Country
United States
Website
trade-guard.pro