Sub COIs, W-9s, and lien waivers — chased, tracked, reported.
CleanFile Ops runs the ugly admin chase so your PMs stop hunting PDFs before every pay app. Weekly Clean File / Block Pay report. Async. No software rip-and-replace.
The problem
Your 5–50 person GC shop doesn’t need another enterprise compliance platform.
You need someone to:
- Request the ACORD 25, W-9, and state waiver from every sub
- Catch expired dates and missing fields before payday
- Tell you who’s clean and who’s blocked — every week
Inbox chase is eating your office manager alive. Mid-market SaaS is a three-month onboarding. We are the chase desk.
How it works
- You send the list — subs, project, required endorsements (your rules), state, e-sign prefs
- We request & track — email chase + parse of ACORD 25 + W-9 + waiver status
- You decide pay — weekly Clean File / Block Pay PDF. Your PM / controller owns the call
What’s included
- COI (ACORD 25) request + field parse + expiry flags
- W-9 collection tracking
- State lien-waiver form chase + e-sign routing (your forms / public state forms)
- Deficiency notices (admin — compared to your stated requirements)
- Weekly Clean File / Block Pay report
What we never do
- Certify that insurance coverage is adequate
- Give legal advice or act as your attorney
- Replace your broker or counsel
- Invent or alter documents
All work product is admin support for your review.
Packages
| Pilot | Monthly | |
|---|---|---|
| From | $750–$2,500 | $400–$1,500/mo |
| Best for | One project / first roster (15–40 subs) | Ongoing chase + renewals |
| Deliverable | Register + chase + weekly report | Same, continuous |
Exact quote after intake. No long enterprise contract to try us.
Who it’s for
US general contractors and remodelers, roughly 5–50 employees, still living in email + Drive/SharePoint — not a full TrustLayer rollout.
Ready for a clean file?
Send your sub list and project state. We’ll reply with scope, price, and start date — async.
Sub chase mail sends from [email protected].