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Stop chasing subs
for their paperwork.

PaperBoss collects COIs, W-9s, WC Exemptions, and lien waivers automatically. You get alerted before anything expires. Your subs just get a link.

Built for US general contractors with 5–50 subs.

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Compliance4 subcontractors

Atlas Framing

Framing

COI Valid

Rivera Electric

Electrical

COI Expiring

Peak Plumbing LLC

Plumbing

COI Expired

Castillo Drywall

Drywall

COI Missing

$9,755

WC audit hit on a $50K uninsured sub payment. At the standard $19.51/100 adjustment rate.

Claim denied

What happens when a sub works without a valid COI on file.

$310/form

Max IRS penalty per missing 1099 from a sub without a W-9.

The problem

Every GC has the same headaches.

Expired COIs on active jobs

One lapse voids your own insurance coverage. All it takes is one sub who forgot to renew.

W-9s missing at tax time

January arrives. Your accountant needs 1099s. Half your subs never gave you a W-9.

Spreadsheets that quietly fail

You know the expiry is in there somewhere. You just can't find it until it's too late.

What PaperBoss does

One place. Everything tracked.

Automated expiry alerts

Alerts at 90, 60, 30, and 14 days before any COI expires. To you and to your sub.

Sub upload links. No account needed

Send a link. Your sub taps it, uploads the file. Done. Works on any phone.

COI, W-9, WC Exemption, Lien Waiver

Every compliance document in one place. Export to CSV for your accountant or auditor.

Auto-Read: AI-powered field extraction

Every upload is read automatically. Carrier, policy number, expiry dates, and endorsements are extracted and pre-filled — no manual data entry.

How it works

Set up once. Runs on its own.

01

Add your subs

Name, email, trade. Takes about two minutes for a full roster.

02

Request documents

Pick which docs you need. PaperBoss emails your sub a direct upload link.

03

Sub uploads via link

No account. No app. They open the link, upload the file. PaperBoss auto-reads the document and you get notified.

04

Alerts run automatically

PaperBoss tracks expiry dates and sends reminders before anything lapses.

Why not the free tools?

The free tools stop at COI.

TrustLayer and BCS are solid for basic COI tracking — and they're free. But a W-9 missing in January costs more than a year of PaperBoss.

Feature
TrustLayer
BCS
PaperBoss
COI tracking
✓
✓
✓
Auto-Read AI field extraction
Limited
Limited
✓
Expiry alerts (90 / 60 / 30 day)
Limited
-
✓
Sub upload portal. No account needed
-
-
✓
W-9 collection
-
-
✓
WC Exemption tracking
-
-
✓
Lien waiver management
-
-
✓
Additional Insured endorsement checklist
-
-
✓
CSV export for auditors
-
-
✓
Price
Free
Free
From $29/mo

Most missed by GCs

Is the Additional Insured endorsement actually there?

A COI can look valid and still leave you fully exposed. If the sub's policy doesn't name you as Additional Insured with Primary & Non-Contributory language, their insurance won't cover you in a claim. PaperBoss prompts you to verify this every time you review a COI.

☐Additional Insured (CG 20 10 / CG 20 37)
☐Waiver of Subrogation
☐Primary & Non-Contributory

PaperBoss shows this checklist every time you approve a COI.

Pricing

Starts at $29/mo.
No demo call required.

14-day free trial on every plan. Sign up and be fully set up in under 10 minutes. If it doesn't pay for itself the first time it catches an expiring COI, cancel — no questions.

View plans & pricing →
Starter
25 subs$29/mo
ProPopular
100 subs$79/mo
Business
Unlimited$149/mo

Ready to get compliant?

14-day free trial. No credit card. Cancel anytime.

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