Frequently Asked Questions

Subcontractor Audit is an AI-powered compliance platform built specifically for general contractors. It automates the review and tracking of subcontractor insurance certificates (COIs), pay application auditing, and lien waiver verification — replacing manual spreadsheets and email chains with intelligent automation.

Our AI reads uploaded documents (PDFs, scanned images) using advanced vision and language models. For insurance certificates, it extracts policy numbers, coverage limits, effective dates, endorsements, and additional insured information. For pay applications, it reads G702/G703 forms and extracts line items, totals, and retainage. The AI assigns a confidence score to each extraction — high-confidence results are auto-approved while lower-confidence items are routed for human review.

We process three primary document types: Certificates of Insurance (ACORD 25 and similar forms), Pay Applications (AIA G702/G703), and Lien Waivers (including state-specific statutory forms for AZ, CA, GA, MI, MS, MO, NV, TX, UT, WI, WY, and FL). We also accept W-9s, signed contracts, change orders, and sworn statements.

Subcontractors receive a magic link to their personalized compliance portal — no account creation required. They can upload documents directly through the portal and see real-time feedback on whether their certificates meet your project's requirements. They can also submit documents via email to a dedicated address.

The system automatically monitors all expiration dates and sends escalating notifications starting 30 days before expiration. Notifications go to both the subcontractor (via their portal) and your compliance team. If the certificate isn't renewed by the expiration date, the subcontractor's compliance status is automatically updated and flagged on the project dashboard.

We offer tiered pricing based on the number of active projects and subcontractors. Contact us for a custom quote based on your portfolio size. All plans include unlimited document processing, the subcontractor portal, and email support.

Yes, we offer a 14-day free trial with full access to all features. No credit card required. During the trial, you can upload real documents and see the AI extraction in action on your actual compliance data.

Yes. You can set organization-wide default requirements and then override them at the project level or even the subcontractor level. This is essential for projects with different risk profiles — a high-rise may require higher coverage limits than a tenant improvement.

Yes. The AI specifically looks for Additional Insured endorsements (CG 20 10, CG 20 37, and blanket forms) and Waiver of Subrogation clauses. If your project requires these endorsements and they're missing from the certificate, the system will flag the gap and notify the subcontractor.

Yes. We offer bi-directional Procore integration that syncs projects, subcontractors, and compliance status. When a subcontractor's compliance status changes in our system, it's reflected in Procore automatically — and vice versa.

All data is encrypted in transit (TLS 1.2+) and at rest. Documents are stored in Cloudflare R2 with access controlled by pre-signed URLs. The platform uses row-level security to ensure complete data isolation between organizations. We support SSO/SAML through Clerk for enterprise authentication.

No. Your documents and extracted data are never used to train AI models. We use the Anthropic Claude API with strict data handling agreements. Your compliance data belongs to you.