Claimant
Prime contractor legal name, business structure, point of contact, and address; must match tax and contract records for identity verification.
A correctly completed claim protects the contractor's right to secure payment against the property, preserves enforcement options, and improves the chance of negotiated resolution. Proper form, timing, and service reduce the risk of forfeiting lien rights or creating exposure to counterclaims.
Typical users include prime contractors, construction law counsel, and lien agents who manage project payment disputes.
Prime contractor legal name, business structure, point of contact, and address; must match tax and contract records for identity verification.
Name of owner and jobsite address or legal property description so the county recorder can index the lien against the correct parcel.
Brief scope description identifying labor and materials supplied, contract dates, and relevant PO or contract reference numbers.
Itemized unpaid balance or lump sum demanded; include retainage, change orders, and dates invoices became due where applicable.
The date work completed and the date of last furnish; these dates determine statutory filing windows in many states.
Signed attestation or affidavit by an authorized representative affirming the claim's accuracy, with signature block dated and notarized when required.
| Field | Configuration |
|---|---|
| Document Template | Create a reusable claim template with locked required fields. |
| Authentication Method | Use email plus SMS or government ID verification for signer attribution. |
| Notary Integration | Enable remote online notarization where statutorily permitted. |
| Audit Trail | Capture timestamp, IP, and actions for enforceability records. |
Choose a platform that supports secure eSignature, audit trails, and integrations with title or project systems.
Often required within 20–90 days of first furnishing, depending on state.
Many states require filing within 30–180 days after final furnishing or contract completion.
Some states require personal or certified mail service within a short period after recording.
Statutes typically limit time to foreclose or sue; check state law for specific periods.
Recorded liens affect transfers immediately; expect title holds until released or resolved.
Record the date nonpayment begins; this starts certain statutory windows.
Deliver required notices within the state-prescribed days after first furnishing.
File with county recorder before the statutory filing deadline expires.
Begin foreclosure or suit within the statute of limitations if payment is not received.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica used a standardized claim template to reduce errors and speed filing
Martin Properties moved claim preparation online to maintain compliance across mobile and desktop