REVIEW_WORKSPACE

Review construction pay apps and compliance PDFs.

Extract data from lien waivers, pay applications, and COIs, then review amounts, dates, and parties before export.

Review
Field Check
CSV
Export Ready
AIA
G702/G703
COMPLIANCE_AUDIT v2.4
LIVE
WAIVER_FINAL.pdf
REVIEW FIELDS JSON EXPORT
Contract Amount
$47,500.00
CAPTURED
Project Field
Downtown Tower Ph 2
CAPTURED
Through Date
2025-01-31
REVIEW
Signature Field
Marked present
REVIEW
Ready to review
REVIEW_EXPORT_STACK:
CSV XLSX JSON MANUAL REVIEW
REVIEW_WORKSPACE

Review amounts and expiration dates before approval.

Review extracted line items against project budget records and insurance expiration dates before approval.

Review Item Needs Attention
Pay App #047 — ACME Electric LLC
Today, 10:42 AM
Payment Request
$52,400.00
Requested Amount
COMPARE
BUDGET
Contract Balance
$41,200.00
CSV Reviewed
Overage: +$11,200.00
(27.2% over budget)
Compliance review checks
Math review
Line items sum to totals
Lien waiver amount captured
Ready to compare
Insurance date captured
COI expiration ready for review
Signature fields captured
Ready for document review
Review rule: Mark documents for human review when extracted amounts differ from your contract data.

PROCESSING_PIPELINE

How It Works

STAGE_01 // INGEST
Project Inbox
3 new files
AIA G702 COI WAIVER

Multi-Format Ingest

Accepts messy scans, mobile photos, and PDFs from subcontractors.

STAGE_02 // REVIEW
REVIEW_CHECKLIST READY
Totals captured for review
Dates captured for review
Signature field ready to compare

Review checklist

Compare extracted fields with source documents before export.

STAGE_03 // EXPORT
CSV
Reviewed CSV
FIELD EXPORT
Ready
XLS
Workbook export
REVIEW PACKAGE
Ready

Reviewable export

Review extracted rows, then export CSV or XLSX for downstream systems.

Review a construction document first.

Open a saved workspace, compare extracted fields with the source, and export only after review.

Table review
READY
Source comparison
READY
Project Field Map
LOADED
SECURE_UPLOAD // REVIEW_WORKSPACE
READY

Drop your document here

or click to browse

DOCUMENT_LIBRARY

Supported Construction Documents

Review templates for common construction forms.

Pay Applications

AIA G702/G703

REVIEWABLE
[Retainage_Held] [Stored_Materials] [Total_Completed] [Balance_To_Finish]

Supports standard AIA and custom sub-contractor formats.

Review fields →

Lien Waivers

Conditional & Unconditional

REVIEWABLE
[Claimant_Name] [Through_Date] [Waiver_Type] [Exceptions_Amount]

Labels conditional vs. unconditional and progress vs. final for review.

Review fields →

Certificates of Insurance

ACORD 25 / ACORD 28

REVIEWABLE
[Policy_Exp_Date] [GL_Occurrence_Limit] [Addl_Insured_Box] [Carrier_NAIC]

Highlights coverage limits so your team can review them against project requirements.

Review fields →

Material Invoices & Tickets

Vendor invoices, delivery tickets

REVIEWABLE
[Vendor_Name] [Invoice_Date] [Line_Items] [PO_Number]

Extracts line items for purchase-order review and cost tracking.

Request field review →
Change Orders
Cost & schedule impact
W-9 Forms
Taxpayer info, TIN/EIN
Subcontracts
Parties, scope, value
Daily Reports
Labor, equipment, weather

Review compliance paperwork before import.

Extract fields, review mismatches, and export clean CSV or XLSX files for the construction systems your team already checks.

REVIEW STEP
CSV
EXPORT READY
Review status: Ready
Output: CSV/XLSX
View supported forms
No credit card required Start with one proof document Authenticated workspaces