01
Keep the documents with each subcontractor
Track COIs, licenses, and W-9s on a subcontractor record in your private workspace.
ROOKBEAM FOR ENGINEERING FIRMS
Keep subcontractor documents in clear view.
For small and mid-sized U.S. engineering firms, Rookbeam keeps subcontractor COIs, licenses, and W-9s together, with COI details your team can review and read-only status pages to share.
Document tracking supports your records; it is not a legal or compliance determination.
SUBCONTRACTOR RECORDDOCUMENT FLOW
COICertificate of insurance
LICENSETrade or business license
W-9Tax form
Status summaryRead-only view
Saved status shared · document files stay private
A CLEARER RECORD OF THE PAPERWORK
Keep documents together. Review details. Share status.
One straightforward workflow for the subcontractor records your engineering team needs to keep in view.
02
Review the details on a COI
Use extracted COI dates, policy numbers, and coverage limits as a starting point. Your team reviews and can correct the details before saving them.
03
Share a read-only status page
Let others see a subcontractor’s saved document status without exposing the underlying files or W-9 contents.
STATUS WITH CLEAR LIMITS
Useful information for your team’s next review.
Rookbeam tracks the documents and details your team saves. COI extraction helps gather dates, policy numbers, and coverage limits for a person to review; it does not verify insurance or decide whether a document is acceptable.
A shared page presents saved document status for read-only review. It does not expose the original files or W-9 contents. Your firm remains responsible for legal, contractual, and compliance decisions.
ROOKBEAM FOR YOUR ENGINEERING TEAM