Construction
General contractors, construction managers, and owner's reps know where the project week goes. Submittals, RFIs, Acord 25 COIs, AIA G702/G703 pay applications, and lien waivers arrive across email, Procore, and trade portals, then the PM team stitches them against the prime contract, the spec sections, and the schedule of values by hand. We rebuild that as one queue per project, scored against the contract documents, with every step posted back to Procore or the accounting system as the system of record.
Where the project week sharpens up
These are the patterns we see in discovery across general contractors and construction managers. If two of the four are recognisable, the pipeline pays for itself inside a quarter.
Shop drawings, product data, and samples arrive from twenty trades at different weeks of the schedule. The project engineer chases transmittals, logs each one against the right spec section, and routes to the design team by hand. PMs want submittals classified to the CSI section on receipt, with the transmittal, the shop drawing, and the product data attached to one log line.
We build: submittal intake classified to the CSI spec section, logged in Procore against the submittal register.
Every subcontractor and every supplier sends an Acord 25 with a different set of limits, endorsements, and additional insured wording. Risk managers want each COI read on arrival, coverage limits compared to the contract insurance schedule, and expiry dates put on a watch list so a lapsed cert never hits the site gate.
We build: Acord 25 extraction and comparison against the contract insurance schedule, with expiry monitoring and short-file flags.
The G702 summary and the G703 continuation sheet arrive from each sub, and the PM reconciles percent complete, stored materials, and retainage against the schedule of values on a spreadsheet. Finance leads want the math checked on arrival, the line items tied back to the SoV, and any mismatch flagged before the pay app lands on the owner's desk.
We build: AIA G702/G703 extraction reconciled against the schedule of values, posted into Sage 300 CRE or the accounting system.
Waivers arrive on the wrong form, in the wrong amount, from the wrong signer, and a cycle behind. Accounting teams want each waiver read on arrival, matched to the pay application it covers, checked for the right state-specific form, and held back against retainage until the cycle is clean.
We build: conditional and unconditional waiver capture, matched to the pay cycle and the state-specific form on the project.
PM inbox, Procore uploads, trade portal downloads, subcontractor submissions. All route into one queue per project ID.
Each document tagged to the right log and attached to the project record before extraction runs.
Structured parse for G702/G703 line items, coverage limits on Acord 25, transmittal fields on submittals, signatures on waivers.
Pay-app math against the schedule of values, COI limits against the insurance schedule, submittals against the CSI section, waivers against the pay cycle.
Clean data posted into Procore or Sage 300 CRE with source documents attached. Exceptions named by trade and log line.
The G702 summary carries a total, the G703 continuation sheet carries the line-item breakdown, and the schedule of values carries the contract amounts and retainage. The pipeline reads all three, ties each G703 line back to its SoV line, and holds the pay app until retainage, percent complete, and totals agree. Finance resolves one flagged line against the SoV.
Case studies in this industry
Each case links to a named client, a named document, and the system of record the data lands in. We publish only what the client signed off to publish.
Submittal log consolidation scored against the prime contract.
→Construction · 2026Mid-market GC · AIA A201 clause extractionAIA A201 clauses extracted against the house positions.
→Construction · 2026Multi-entity contractor · Sage Intacct three-way matchSage Intacct three-way match, retainage-aware.
→Construction · 2025Construction manager · COI and waiver trackingCOIs and waivers tracked against sub and tier, renewed before lapse.
→Construction · 2024Owner's rep · pay application reconciliationPay application reconciliation with retainage rules inside the approval path.
→Construction · 2024Design-build firm · RFI triageRFI triage against the drawing index, before it hits the PM.
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