One packet per sub. Magic-link uploads with no login. A nag engine that emails the subcontractor — not you. And per-draw lien waiver tracking so no payment goes out without paperwork.
No per-sub fees · No seat limits · Your data stays on your machine
| Subcontractor | Document | Status | Expiry | |
|---|---|---|---|---|
| Bravo Plumbing Co | Certificate of Insurance (GL) | EXPIRED | 5 days ago | Request renewal |
| Acme Electrical LLC | Certificate of Insurance (GL) | expires ≤30d | in 12 days | Request renewal |
| Delta Roofing | W-9 Tax Form | missing | — | Magic link |
Everything a small GC needs to stay compliant — and nothing that needs a training video.
COI + Workers Comp + W-9 checklist per trade partner, with expiry statuses computed live: current, expiring, expired, missing.
Subs upload their own docs with no account and no password. You watch every request move sent → opened → uploaded. Renewals re-request themselves.
Missing, 30-day, 7-day and expired reminders go to the sub automatically. Expired docs trigger a self-serve renewal link — the nag you never have to write.
Per-job payment draws with conditional / unconditional lien waiver checklists. See exactly who is blocking a payment release, and request their waiver in one click.
Paste a CSV of your sub list and you are running. No per-sub fees, no seat limits, no onboarding call.
Self-hosted on your machine. W-9s contain SSNs — they never leave your office, and no cloud SaaS can promise that.
Three steps. No implementation consultant.
Paste a CSV — name, trade, email, phone. Header row optional, dupes and bad rows handled. Your whole roster is in within minutes.
Each sub gets a secure upload link. No login, no app to install — they snap a photo of their COI and W-9 and you are notified on upload.
Expiries, missing docs and per-draw lien waivers get chased automatically. You check one dashboard instead of writing thirty emails.
We name the competitor. LaborProof's AI scanning and email-forwarding inbox are genuinely ahead — here's where each of us wins.
| SubPacket | LaborProof | TradeGuard | |
|---|---|---|---|
| Magic-link sub uploads (no login) | |||
| Request tracking (sent → opened → uploaded) | — | ||
| Expiry + missing-doc nag engine | |||
| Per-draw lien waiver checklists | insurance-focused | partial | |
| Self-hosted — PII never leaves your office | cloud-only | ||
| CSV bulk import | — | ||
| AI document scanning | Pro | ||
| Email forwarding inbox | Pro | — | |
| Price | $29/mo flat | $79–$199/mo | from $150/mo |
Where we win: price, draw-level lien waiver workflows the insurance-centric tools won't chase, and data sovereignty — W-9 SSNs never leave your machine. Where they lead: AI doc scanning and email-forwarding inboxes for shops with a drawer of unscanned COIs.
No tiers to decode, no per-sub meter running in the background.
Set up SubPacket this morning. Stop writing "just following up on your COI" emails by this afternoon.
Get started — $29/mo flat