Keep each file with its subcontractor record
Add or replace a COI, license, or W-9 on the subcontractor record in your private workspace.
ROOKBEAM FOR ARCHITECTURE FIRMS
A clearer record of subcontractor documents.
Track COIs, licenses, and W-9s with each subcontractor record as supporting information for your firm’s compliance workflow. Review COI details with your team, then share a read-only view of document status when someone needs an update.
Document tracking for your team—not a legal or compliance determination.
SUBCONTRACTOR RECORD
Documents kept together
- COICertificate of insurance
- LICENSETrade or business license
- W-9Tax form
Share statusRead-only · files stay private
A PRACTICAL WORKFLOW
From saved document to shared status.
Keep the record organized, let a person review the extracted COI details, and share only the status summary.
Review the details that inform COI status
Rookbeam can extract COI dates, policy numbers, and coverage limits. Your team reviews and can correct the fields before saving them.
Share a read-only status view
Create a status link for a subcontractor, then revoke it when it is no longer needed. The shared page shows status, not the uploaded files.
WHAT STATUS MEANS
Useful context, with clear limits.
A reviewed COI expiration date and a license expiration date entered on its record can inform current, due, or expired status using your workspace timing settings. A W-9 is tracked as on file or missing.
On a shared page, COI status may include its reviewed expiration date. License and W-9 are shown as on file or missing. The shared page does not include document files or W-9 contents, and COI extraction is not insurance verification.
ROOKBEAM FOR YOUR TEAM