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Construction agent

Lien waiver tracking

Every conditional and unconditional waiver collected for every payment, checked against the right form, and payment held until it’s in.

Built from our Control evidence agent, set up for lien waivers on every payment.

  • $12,500 fixed
  • Live in 3 to 6 weeks
  • Yours to keep
Let’s build your agent How it works
The review screen for Lien waiver tracking: four items, three done, and one (1 missing) waiting for the controller, who is asked: Hold Aspen Drywall’s payment until the waiver is in?
How it works

No waiver, no check. Eleven subs paid, one on hold.

Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.

The workflow for Lien waiver tracking, in 5 steps. It starts with “The payment run is set” and ends with “The run goes out clean”. Each step lists what automation, the agent and your team do there.
Lien waiver trackingA typical run
Starts withThe payment run is setAP lines up the June run. On Cedar Yards that’s 12 subcontractors and $301,905 going out.
Automation: For every payment in the run, lists the conditional waiver for this payment and the unconditional one for the last.
~8h/mo

Step 1 of 5List what’s owed

  • Automation

    For every payment in the run, lists the conditional waiver for this payment and the unconditional one for the last.

    Who is being paid, and what they were paid last time, is already in the run. The forms owed follow from that.

Reads
  • Construction ERP
Writes
  • Waiver log

~8 hours a month back

Where teams differSecond-tier suppliers owe waivers too under some contracts. Most stop at the subs you pay directly.

Automation: Sends each sub its form by e-sign with the amount filled in, then reminds on a set schedule until it’s back.
The agent: Sorts every reply: a signed form, a question about the amount, or “our office sent that to your PM on Tuesday”.
~16h/mo

Step 2 of 5Ask and follow up

  • Automation

    Sends each sub its form by e-sign with the amount filled in, then reminds on a set schedule until it’s back.

    The form, the amount and the reminder dates are all known before the first email goes.

  • The agent

    Sorts every reply: a signed form, a question about the amount, or “our office sent that to your PM on Tuesday”.

    Subs answer in their own words, and “we sent it already” means go and look, not send another reminder.

Reads
  • E-sign tool
  • Shared inbox
Writes
  • Waiver log

~16 hours a month back

The agent: Checks each is the form your state or contract calls for, conditional or not, signed by the sub, for the amount and date being paid.
~14h/mo

Step 3 of 5Check each form

  • The agent

    Checks each is the form your state or contract calls for, conditional or not, signed by the sub, for the amount and date being paid.

    A waiver for $31,200 through May 31 looks fine at a glance when you’re paying $31,420 through June 30. It isn’t.

Reads
  • Waiver log
  • Construction ERP
Writes
  • Waiver log

~14 hours a month back

Where teams differMany teams take waivers by e-sign. Some jobs and states still want a wet signature or a notary.

Automation: Keeps Aspen Drywall’s payment out of the run and lets the other 11 on Cedar Yards go ahead.
IfYour team: Keeps Aspen Drywall on hold until the waiver lands, or calls their office to get it signed before the run closes.
~5h/mo

Step 4 of 5Hold or release

  • Automation

    Keeps Aspen Drywall’s payment out of the run and lets the other 11 on Cedar Yards go ahead.

    When your subcontracts say no waiver, no payment, holding one payment just applies the rule.

  • Your teamIf a waiver is still missing

    Keeps Aspen Drywall on hold until the waiver lands, or calls their office to get it signed before the run closes.

    Holding a small sub’s money has a cost too. Whether to wait or make a call is a relationship decision.

Reads
  • Waiver log
Writes
  • Construction ERP

~5 hours a month back

Automation: Attaches every waiver to the payment it covers in the ERP and closes out the log for the June run.
~7h/mo

Step 5 of 5File for the audit

  • Automation

    Attaches every waiver to the payment it covers in the ERP and closes out the log for the June run.

    Each waiver names its sub, job and amount. Filing it where the auditors look is bookkeeping.

Reads
  • Waiver log
Writes
  • Construction ERP

~7 hours a month back

Ends withThe run goes out cleanEvery payment leaves with its waiver filed beside it, and the log is ready for the owner and the auditors.
Total~50h/mo

What changes

Waivers get chased days before the run, and each form is read before it’s filed. The controller hears about the one sub still missing, not the whole list.

  • 4steps automated
  • 2steps for the agent
  • 1call kept with your team

Pick any step to see what happens there and why it sits in that lane.

What it could be worth

~50 hours a month back

$30,000 a year in time

For a contractor paying about 80 subs across six jobs each month, at $50 an hour. We work out yours from your own volumes before you sign.

Let’s build your agent
What we customize with you

One proven agent, plugged into how you work.

Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.

The agent

Same for every client
  • Follows the same proven steps
  • A person on every exception
  • Every decision logged
  • Tested on your past work first
  • Never releases a held payment

  1. Your systems

    Where the work comes in, and where the result goes.

    For this agentWaivers by e-sign or email, filed into your construction ERP.

  2. Your rules

    The limits and exceptions it works to.

    For this agentWhich waiver form each state and contract needs, set with your counsel.

  3. Your team

    Who signs off, and who covers when they’re away.

    For this agentThe controller for every hold or release.

  4. Your channels

    Where your team hears from it.

    For this agentReminders to subs by email, a list for your AP team before each run.

  5. Your output

    What it hands back, in the format you already use.

    For this agentA waiver log for every payment, ready for the owner and the auditors.

Reviewing the pay app itself and assembling the owner’s draw are their own agents in this catalog. It tracks the forms you specify and doesn’t give legal advice.

What you get

The agent, and everything that keeps it working.

  • The agentRunning on your systems, under your rules.
  • The review screenWhere the exceptions land for your AP team and the controller.
  • Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
  • A test reportYour past payment runs, run through it and checked against the number.
  • The runbookHow it works, what to check, and what to do if it stops.
  • 30 days of tuningAfter it goes live, through a full month of your real payment runs.
The number we agree

Waivers still outstanding when the payment run starts. We measure it before we start, and again at day 30.

How we get there

Live in 3 to 6 weeks. About seven hours of your time.

We do the building. Your side: access, your last three payment runs with their waivers, and a short weekly check-in.

  1. Before kickoff

    We send the access checklist.

    You, 2 hours. Access, an owner, and your last three payment runs with their waivers.

  2. Weeks 1 to 2

    We connect your systems and set it up.

    You, 1 hour. Walk us through your rules.

  3. Weeks 2 to 4

    We test it on your past payment runs.

    You, 1 hour. Review what it flagged.

  4. Weeks 3 to 6

    It runs beside your team, then goes live.

    You, 1¼ hours. Work from the review screen.

Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.

After it’s live

It keeps running whether or not we stay.

  • It runs in your accounts

    Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.

  • Changes in the first 30 days are included

    A new rule, a changed limit, someone new signing off. That’s what tuning is for.

  • After that, your call

    Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.

Questions

About this agent.

Does it know each state’s waiver rules?
It uses the forms your contracts and counsel specify for each state, set in the rulebook with you. A wrong or missing form always goes to your controller.
Can subs sign waivers electronically?
Yes, through the e-sign tool you already use. Paper waivers work too, scanned into the inbox it reads.
Our process isn’t quite like this. Will it still work?
That’s the usual case. The job looks the same in most businesses, but the details never do. We map how your team does it today, then set the rules, systems and approvals to match. That’s what most of the 3 to 6 weeks are for.
How do we agree the number?
Together, before any work starts. For this agent it’s the waivers still outstanding when the payment run starts. We measure it before we start, and again at day 30.
What does it cost to run once it’s live?
Hosting and AI, paid straight to the providers, not through us. It usually runs 5x to 25x cheaper than doing the same work by hand, and we work out your figure from your real volumes before you sign.

Want every waiver in before the payment run?

Tell us how your team handles payment runs today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.

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  • 3 to 6 weeksto live, then 30 days of tuning
  • $12,500fixed, per agent
  • Yours to keepno license fees
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