Collecting lien waivers before the payment run
Requesting the right form for the jurisdiction, tracking what came back, checking the through-date, and holding the stragglers. The form selection has to be driven by data about the state rather than by a default template.
The estimate, the project system and the accounting system each hold a cost code structure, and the mapping between them lives in a spreadsheet maintained by one person.
A project generates a paper chain where each hop is a re-keying. A field condition becomes a time and materials tag, then a potential change order, then a priced request, then an executed change order, then a budget revision, then a line on the next payment application. Every hop is a place the amount can quietly diverge.
- Procore
- Sage 300 CRE
- DocuSign
When this is the wrong thing to build
Pick something else if you work in one state with one form and a person already has the list in their head. The value here scales with jurisdictional variety.
The constraint that shapes it
Lien deadlines are statutory, vary by state and by role, and run from a furnishing date rather than from an invoice date. More on how this sector works.
A list of things that are missing, worked until it is empty. Read what this shape is, or start from one of these.
- Chasing a compliance file to complete
- Chasing a referral fee through to a closing you cannot see
- Asking for the replenishment before the retainer runs to zero
- Chasing medical records until the set is complete
- Getting a deposition on the calendar of every party
- Chasing the warranty credit the distributor has not issued
- Which lien waiver form does my state actually require?
- What through date belongs on a conditional waiver?
- How do I collect waivers from second tier subcontractors?
- Why is a waiver void when it uses the wrong form?
Back to construction and contracting, or see how this is priced and scoped.