Project paperwork, read, checked and filed for you.
Upload a pay application, change order, lien waiver, contract or RFI. AI reads every page, checks it against the contract, files it, adds it to the right log and creates the tasks it calls for in your project.
Available on its own (Starter, $29/month) or with CRM and Projects on Business
AI reads every page, scans included
Summaries, document type, parties, amounts and dates for every upload. Ask Apex Electric’s 40-page subcontract a question and get the answer with the clause it came from.
- Search finds words inside PDFs, Word, Excel and scans
- Extraction tuned for construction paperwork
- Key dates pulled from the fine print, with reminders
The numbers checked before anyone signs
Pay Application No. 5 bills $200,000; only $182,550 is left on the $214,000 subcontract. It’s flagged on the document, and approval stays blocked until Apex’s insurance certificate is on file.
- Contract balance, approved change orders included
- AIA G702/G703: the math, each line against its scheduled value, previous certificates against what you approved
- Lien waiver amounts matched to pay applications
- Required documents per subcontractor: insurance, W-9, lien waivers
Logs, approvals and outside links that run themselves
Change order, RFI, submittal and pay application logs build themselves. Approvals route by amount. Subcontractors upload missing paperwork through a link, no account needed.
- Registers with totals, ready for Excel, and a QuickBooks bills export
- Approvals with due dates, reminders and escalation
- Signing links: they type their name and agree, and it’s recorded
- Automations from templates, or described in one sentence
Paperwork that drives the project
On Business and above, Documents feeds Projects and the CRM directly.
Obligations become tasks
“Furnish a certificate of insurance before starting work” becomes a task on Harborline TI with an owner, a due date and the quoted clause.
Pay apps create the follow-up
A checked pay application creates “verify quantities” and “process payment” tasks, and its payment date joins the project’s key dates.
Client documents in the CRM
Proposals and quotes uploaded to a deal are filed in Sales documents and linked from its project. CRM agents can search and read a client’s documents.
Stop retyping your paperwork.
Start your free 14-day trial of Business, or pick Starter for Documents on its own.