Claimant ID
Full legal name, business registration or license number, and contact information so recipients can verify the sender and link billing records.
Filing a preliminary notice preserves statutory protections, clarifies payment expectations, and reduces the risk of disputes by informing owners and prime contractors early in the project lifecycle. It creates a documented timeline that supports later enforcement of lien or bond claims when allowed by state law.
The notice is used by parties who supply labor, material, or equipment but do not contract directly with the property owner.
Project-level party receiving notices and coordinating downstream payment. Often responsible for distributing owner-directed notices and confirming whether contract terms require separate registry filings; may use notices to resolve payment chain issues and to confirm scope.
Entity or individual who provides labor or services to a prime contractor and files preliminary notice to preserve lien rights, establish project involvement, and prompt timely payment when direct contract with the owner is absent.
Confirm the registry and recipient accept electronic submission and what authentication or file formats are required before e-filing or e-signing.
| Field | Configuration |
|---|---|
| Claimant Identity | Require name, business ID, and contact fields |
| Project Details | Lock address and owner fields once entered |
| Signature | Enable e-signature field with timestamp and audit trail |
| Delivery Options | Enable registry e-file, certified mail, and email copies |
Full legal name, business registration or license number, and contact information so recipients can verify the sender and link billing records.
Exact street address and parcel or lot identifiers where available; accurate location ties the notice to a single property for lien purposes.
Concise, specific description of labor, materials, or equipment provided that ties charges to work on the project.
Estimated or invoiced amount associated with the claimant’s work to clarify the basis for any future claim.
First date of performance or delivery in MM/DD/YYYY format; used to determine timing for subsequent notices or claims.
Method and proof of notice delivery (registry receipt, certified mail tracking, or signed acceptance) to document constructive notice.
Export a flattened PDF to preserve appearance and include an embedded audit trail or certificate of completion for evidentiary value.
Use PDF/A for long-term archival to preserve the document and metadata in a standards-compliant format.
Keep an editable copy for internal tracking and version control; do not use as the signed archival copy.
Export batch filing data as CSV for accounting reconciliation and project management ingestion.
Submit the notice as soon as you start work to establish an early record.
Some contracts impose shorter notice windows or additional registry steps.
Allow time for registry acceptance and delivery confirmation if e-filing.
Certified mail or courier delivery adds transit days; account for tracking and receipt time.
State statutes set deadlines that affect lien rights—verify before filing.
Date you first performed labor or delivered material; anchors notice and claim timing.
Record date of notice filing and recipient delivery for future proofs.
Send timely invoices after performance to document amounts and payment terms.
Monitor the statute of limitations and lien filing window per state law for next steps.
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|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free 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 |
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BIS required strong compliance for enterprise workflows and auditability