From chasing certificates to paying compliant vendors
SubDoc automates the entire lifecycle of subcontractor compliance: an AI reads each certificate the way an underwriter would, tracks every policy toward expiration, and blocks a payment outright the moment a vendor falls out of compliance.
Explore the modules below to see how SubDoc replaces spreadsheets, chase emails, and a disconnected Accounts Payable process with one workspace that tracks, verifies, invoices, and pays.
Eliminate logins with passwordless magic portals
Vendors refuse to use compliance software when forced to register accounts, install desktop applications, or remember passwords. SubDoc solves this entirely by handing each vendor, and their insurance broker, a secure 1-click link.
Point it at any COI. It reads coverages like an underwriter.
Certificates arrive as a jumble of overlapping coverage rows on one page. SubDoc's AI reads the ACORD 25 grid, separates General Liability from Auto, Umbrella, and Workers' Comp, and never lets one coverage's numbers bleed into another's.
Autopilot reminders do the tracking and chasing
Stop manually monitoring expiration dates in spreadsheets and sending individual warning emails. SubDoc watches every policy in the background and escalates automatically when a vendor goes quiet.
Your General Liability Insurance requirement is expiring in 15 days. Please click the link to submit your renewed certificate.
Sleek single-pane verification inbox
Inspect submitted certificates inline and see exactly which limit falls short, not just that something is wrong. Eliminate download loops and multi-tab confusion with one centralized queue.
Real-time safety metrics and audit trails
Your active compliance rate updates instantly as documents are uploaded, verified, or expired. Maintain absolute transparency and protect your business with automated reports.
Invoice subcontractors against the job, not a spreadsheet
Create a project, add the vendors working it with their own contract value, and let SubDoc handle the paperwork. Every invoice request, change order, and Exhibit A lives on the project it belongs to.
Non-compliant vendors don’t get paid, automatically
The moment a vendor's insurance lapses, SubDoc blocks their invoice at the payment step, not just on a dashboard nobody checks. Compliance is re-checked live at the instant of payment.
This vendor’s insurance isn’t valid right now, so SubDoc is blocking the payment. Rechecked live at the moment of payment.
Ready to automate vendor compliance?
Start free today and add your first vendor in under 5 minutes. No credit card required, instant workspace deployment.