Solution

Document AI and compliance

Pull the data out of the contracts, invoices, and tickets you already receive, and track every lien waiver, certificate of insurance, and compliance document by status.

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Who it's for

Contractors, builders, and service companies whose office retypes invoices and tickets, chases subs for waivers and insurance, and signs contracts without a clause-by-clause check.

Document AI for construction reads the paperwork that runs through every job, including invoices, delivery tickets, contracts, lien waivers, and certificates of insurance, then pulls out the data, checks it, and files it where it belongs. Evertech builds it for offices that spend their days retyping and chasing documents.

The cost of paperwork is not just time. A payment released without a lien waiver, a sub on site with expired insurance, or a contract signed with a pay-when-paid clause nobody noticed can each cost more than a year of admin salary. Document AI puts a status on every one of those documents, and compliance agents do the chasing.

How it works

From inbox to system of record

We start with the documents that cost you the most time or the most risk, then automate the reading, checking, and filing.

Discovery

Documents that hurt

We list the documents you receive and send, how they are handled, and where missing or wrong paperwork has cost you.

Roadmap

Priced scope

You get a firm scope and price for the documents worth automating first.

Build

Read, check, file

Document AI extracts the data, checks it against your rules, and files it on the right job and cost code.

Evolve

Agents that chase

Compliance agents request what is missing, read what comes back, and hold payment until the file is complete.

What you get

What we build

Paperwork that files itself, and a clear status for every document that can stall a payment.

Lien waiver tracking

Conditional and unconditional waivers tracked by sub, job, and pay period: received, pending, or missing.

COI tracking

Certificates of insurance checked for dates, coverage limits, and additional insured wording.

Invoice and ticket extraction

Invoices, delivery tickets, and T&M tickets read from PDFs, scans, and photos, with the data entered for you.

Contract review

Pay-when-paid, liquidated damages, indemnity, and retainage terms compared to your standard and summarized.

Payment holds

Payments held automatically until the required paperwork is on file.

Audit trail

Every document, version, and approval kept and searchable by job and vendor.

Outcomes

What changes

Nobody retypes invoices or tickets.

Payments stop going out without waivers and insurance on file.

Risky contract terms get seen before signing, not after.

Still chasing the same paperwork every week?

Tell us which documents eat your office's time. We will show you what can read, check, and file itself.

Book a discovery call

AI agents

Agents that run on top of it

Once the data flows, AI agents can do the repetitive work, with a person approving anything that matters.

Lien waiver and COI agent

  • Email
  • QuickBooks
  • Procore
  • Document storage

Today

Someone keeps a spreadsheet of who has sent waivers and insurance certificates, and payments still go out without them.

With the agent

The agent requests missing waivers and certificates from each sub, reads what comes back, checks dates, amounts, and coverage limits, updates the status, and holds payment until the file is complete.

The office manager handles exceptions only.

Contract review agent

  • Email
  • Document storage
  • Procore

Today

Owner and sub contracts get signed without anyone reading the risky clauses closely.

With the agent

The agent reads each contract, highlights pay-when-paid, liquidated damages, indemnity, and retainage terms that differ from your standard, and summarizes them on one page.

You or your attorney decide. The agent never signs anything.

Document intake agent

  • Email inbox
  • QuickBooks
  • Procore
  • Sage

Today

Invoices, delivery tickets, and submittals arrive as PDFs and phone photos that someone retypes.

With the agent

The agent reads every incoming document, pulls out the data, matches it to the right job and cost code, and enters it into your system of record.

Anything it is unsure about goes to a person.

See all AI agents

FAQ

Questions

What is document AI in construction?
Document AI reads construction documents such as invoices, delivery tickets, contracts, lien waivers, and insurance certificates, pulls out the data, checks it against your rules, and files it in your systems so nobody has to retype it.
What statuses do you track?
Every lien waiver, insurance certificate, and compliance document is tracked as received, pending, or missing, by subcontractor, job, and pay period.
Can you read scanned or photographed documents?
Yes. Document AI works on PDFs, scans, and phone photos. Anything it cannot read with confidence goes to a person to confirm.
Does this connect to QuickBooks and Procore?
Yes. Extracted data and document status flow into QuickBooks, Sage, Procore, or your own systems.

Let's connect your business.

Tell us how you run today, and we'll show you what's possible. A short discovery call is the fastest way to see where Evertech can help.

Book a discovery call