Collect Signed Lien Waivers With Every Progress Payment
Paying subs without collecting lien waivers exposes the property to double-payment claims. Request, track and store the right waiver automatically with each payment.
- 1
Trigger on Payment
When a progress payment is approved, create the matching waiver requirement.
- 2
Send the Right Waiver
Add a
DocuSignnode sending the conditional or unconditional waiver for that payment. - 3
Track to Signature
Chase unsigned waivers and hold the next payment until received.
- 4
Store the Chain
File each signed waiver against its payment for closing.
- 5
Activate and Test
Activate the workflow with a test payment. Confirm the waiver flow completes.
Frequently asked questions
Conditional vs unconditional?
Conditional before funds clear, unconditional after — the workflow picks by payment status so you never mix them.
Who needs this most?
GCs and owners on any multi-sub project — one missed waiver can cost the full sub payment twice.
Track Workers' Comp Claim Deadlines So None Get Barred
Workers' comp claims have unforgiving statutory deadlines for filing, appeals and medical evidence. Track every deadline per claim with escalating alerts before the bar.
Free recipe
Automate Wholesale Net-Terms Credit Applications and Checks
Wholesalers extend net terms via slow paper credit applications, delaying orders and risking bad debt. Collect credit applications digitally and run checks before approving terms.
Free recipeTrack Every Wedding Vendor Payment Deadline Automatically
Wedding planners juggle deposit and final-payment deadlines across a dozen vendors per wedding. Track every vendor payment date and remind before each is due.