Project ID
Exact project name and address to match permits and contracts, ensuring the notice links to the correct job for lien indexing and claim verification.
Recognize which role you occupy so you can meet notice timing, content, and delivery obligations appropriate to that position.
Exact project name and address to match permits and contracts, ensuring the notice links to the correct job for lien indexing and claim verification.
Full legal names and addresses of the property owner, general contractor, and lender when known, to ensure delivery to parties who affect payment and title records.
Concise description of labor or materials furnished, with dates, so that the scope aligns with invoices and change orders during later dispute resolution.
Current unpaid balance or estimated contract value in dollars, indicating whether the figure is partial and subject to adjustment for change orders.
Authorized signer name, title, company, date, and contact information for follow-up; initials alone are insufficient unless expressly permitted.
Method and date of delivery plus any tracking or receipt information retained as proof in case of contest or lien filing deadline disputes.
Provide notice as soon as practical after starting work to maximize protection.
Some states require notice within a specific number of days; verify local statute or counsel guidance.
Keep postal records, tracking, or electronic proof as evidence of on-time delivery.
Send corrected notices immediately when details change to preserve rights.
If a lien or bond claim is later necessary, file within the state-mandated period after completion.
| Field | Configuration |
|---|---|
| Required fields | Project, property address, claimant name, scope, amount |
| Signer roles | Authorized representative with title and contact |
| Delivery options | Certified mail, email, SMS link, or carrier |
| Retention policy | Store signed PDF + audit trail for statutory period |
Ensure integrations capture delivery proof and retain signed records per legal retention requirements for your jurisdiction.
| 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 | 7-day trial | No trial | No trial | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Depends on plan | Depends on plan | Depends on plan |
A subcontractor begins electrical work and sends a notice to owner and GC before materials arrive to protect lien rights.
A material supplier delivers goods on credit and issues a notice directly to the owner and payment bond surety.
A project manager or authorized officer for a subcontractor completes and signs notices, ensuring the entity name, contract references, and invoiced amounts match billing and job records before delivery.
Property owner or lender counsel may receive and review notices to assess exposure, ensure correct addressees, and coordinate payments, escrows, or dispute management.
Prepare and deliver the notice shortly after beginning work or supplying materials.
Retain signed notice and delivery proof for statutory retention period.
File a lien within the state-specific window after completion if payment is not received.
Initiate lien foreclosure or bond claim within procedural deadlines to preserve remedies.