Construction & trades

COIs, prequals and vendor forms, off your desk

Every new GC, owner and agency wants the same facts on a different form. We set up AI that keeps your company information in one place, fills out prequalification packets, vendor forms and registrations from it, and gets your certificate of insurance requests out with the right wording.

Book a free visit See the demo

or call/text (518) 704-3125 Send us a text

At a glance

Compliance Paperwork

Starting at: $3,500 per workflow
Typical timeline: Most are live in 1–2 weeks, starting with your company fact file
Works with: ClaudeChatGPTGoogle DriveGoogle SheetsExcel +4 more

Set up in person, on your own accounts

What it is

In plain English

A new GC wants their prequal filled out before they’ll send you the bid set. A school district wants a vendor registration. The owner’s rep calls because the COI they have on file expired last week, and your crew can’t start until it’s fixed. You’ve answered every one of those questions before. The trouble is finding where.

This is how paperwork works at Dom’s own company now. See paperwork on autopilot. The company’s facts live in one file: licenses, insurance, bonding, safety record, references, past projects. When a form shows up, AI reads it, fills in what it can from that file and flags what’s missing instead of guessing. Someone checks it, signs it and sends it.

Public work brings its own stack: wage schedules, certified payroll, MWBE forms, bid bonds and non-collusion affidavits. We build checklists from the bid documents so nothing is left blank on bid day, and reminders so insurance, licenses and registrations get renewed before they lapse, not after a GC notices.

Bids bring paperwork, so this sits well next to bid finding. Winning brings more, and that’s where proposals, SOVs and submittals comes in. The paperwork demo shows the reading step on sample data: an invoice goes in and labeled fields come out in a spreadsheet. Here, that same step reads a GC’s prequal and matches each question to your company file.

What’s included

What you get

Set up on your accounts, tested with your real work, and explained to your team before we call it done.

One company fact file: legal name, licenses, insurance, bonding, safety record (EMR and OSHA logs), references, past projects and key people
Prequalification packets and vendor questionnaires filled out from that file, for you to review and sign
COI requests drafted for your insurance agent with the holder name, additional insured and waiver of subrogation wording the contract asks for
Expiration tracking for insurance, licenses and registrations, with reminders before anything lapses
A list of the bid portals and vendor registrations you're on and when each one renews (your passwords stay with you)
Bid-day checklists built from the bid documents: every form, affidavit, bond and signature required
Prevailing wage paperwork organized per job, with optional certified payroll drafts built from your payroll export for the person who signs them to check

How it works

One example, step by step

A typical setup. We shape every step around how your business already runs, and you approve anything that goes out.

Example workflow

Compliance Paperwork, start to finish

Step 1

Request comes in

A GC sends a prequal, an agency wants a vendor form, or a new contract needs a COI.
Step 2

Read it

AI reads the form and the contract and lists exactly what's being asked.
Step 3

Fill it

Answers come from your saved company file. Anything missing gets flagged, not guessed.
Step 4

You check

You review, sign and send, or forward the COI request to your agent.
Result

Track it

Expirations and renewals go on the calendar, with reminders before anything lapses.

Tools, timing & price

What it takes to get it running

Tools we use

Claude
ChatGPT
Google Drive
Google Sheets
Excel
Google Calendar
Outlook
Microsoft 365
Google Workspace

We’re not a reseller or partner of any of these companies. You sign up in your own name, and we set it up and train you on it.

Typical timeline

Most are live in 1–2 weeks, starting with your company fact file.

Counted from the day you approve the written plan. We test with your real work before anything goes live.

Starting at

$3,500 per workflow

Automation Build

Final price after the audit.

You pay software vendors directly, at their price, with no markup
You own every account and file
No long-term contract

Book a free visit All pricing

See it work

Try it with sample data

Drop in an invoice. Fields are pulled out, checked and added to a spreadsheet you can export.

All demos

Paperwork → Spreadsheet

Sample data

Drag an invoice hereTap a sample invoice

The AI reads it, checks the math and adds a row to your sheet.

Nothing leaves your browser.

Sample invoices Drag one onto the page, or click it Tap an invoice to read it

What the AI read

Waiting

Waiting for an invoice.

Vendor: —
Invoice #: —
Date: —
PO / job: —
Line items: —
Subtotal: —
Tax: —
Total: —
Terms & due: —
Category AI's pick: —

Bills to pay

SampleNo rows yet

Bills read from the sample invoices
	A	B	C	D	E	F	G	H	I
	Vendor	Total	Due	Invoice #	Date	PO	Category	Subtotal	Tax
1	Rows land here as each invoice is read.
	Total

Live demo with sample data. We build the real version on your own accounts.

Want your bills typed up for you?

Questions

Straight answers

Have a different one? Call or text (518) 704-3125.

Where this fits in

Free intro visit

Let’s find the hours you’re losing.

Tell us where to call. We’ll set up a free 30‑minute visit at your office — or a quick call if that’s easier.

Call(518) 704-3125 Text(518) 704-3125

We come to you anywhere in the Capital Region. Our office at 401 New Karner Road, Albany is open by appointment only. Mówimy po polsku.

Get a call back

Two fields. A real person calls back, usually the same business day.

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