Every subcontractor's Certificate of Insurance, lien waiver, and safety record tracked from agreement signature to final payment. A job-site restriction alert fires automatically the moment a COI lapses or a preliminary lien notice is filed without a matching waiver — not discovered after the mechanics' lien is already on file.
Every user journey, the dashboard, and the AI Management Console — walked end to end.
A single platform for general contractor risk teams — connecting projects, subcontractors, agreements, job-site assignments, certificates of insurance, lien waivers, preliminary lien notices, and safety incidents.
General Contractor Operations Directors, Commercial Property Risk Managers, and VPs of Construction.
Project managers and risk coordinators log agreements, COIs, and lien waivers directly — unlimited users, no per-seat cost, no ERP overhaul required.
The Risk Manager queries which subcontractors on which projects have COIs expiring in the next 30 days in plain English.
Purpose-built data models, workflows, and views — generated by the VeloIQ™ framework and refined for the vertical.
Active job sites and the subcontractor roster working them, with trade, safety rating, and standing tracked per sub.
Contract sum, retainage percentage, scope of work, and agreement status modeled directly on the AIA A401 standard form.
Insurance carrier, policy number, coverage type and limit, and effective/expiration dates — every field a COI review actually checks.
The standard four-state lien waiver progression (conditional/unconditional, partial/final) plus preliminary lien notice tracking to surface unresolved liens early.
A subcontractor is assigned to a project only while both its agreement and compliance standing remain in good order — access status tracked per assignment.
Incidents logged per subcontractor and project, feeding each sub's safety score alongside their insurance and lien standing.
VeloIQ™ Subcontractor Risk & COI Matrix ships as a complete, working application — not a template you still have to build.
Arrives with realistic sample data (6 projects, 10 subcontractors, 9 agreements, 9 job-site assignments, 29 certificates of insurance, 8 lien waivers, 5 preliminary lien notices, 10 safety incidents) plus a clean production-ready database. Explore instantly, then switch when you go live.
5 pre-configured NL chats with 28 sample sentences — subcontractors & projects, insurance & compliance, and site assignments & safety (native), plus site risk exposure and contract/payment planning AI assistants (agentic).
One veloiq run and the full application is live: REST API, React frontend, admin back-office, and AI console — all on your own infrastructure.
Automated smoke, regression, and licensing suites ship with the app, including checks that COI expiration status and site restriction alerts fire correctly against real seeded data.
Measurable outcomes for every role — from the project manager to the VP of Construction.
Every certificate's status is checked automatically against its expiration date — flagged expiring_soon ahead of the deadline, not discovered when a claim is filed.
A preliminary lien notice filed without a matching, subsequently executed lien waiver is visible immediately — not buried in a filing cabinet.
IQVigilant's Exception Management watches for lapsed coverage and unmatched lien notices, with a 1-user free-tier Natural Language license included.
The single most common acute pain point for GC risk teams — a spreadsheet of expiration dates — replaced with a real, queryable system of record.
Prospects can upload a month of past COI and lien-waiver records via the Data Import Engine to see immediately where coverage gaps existed.
A subcontractor's safety incident history sits alongside their insurance and lien standing — one record, not three separate systems.
From the operations dashboard to certificates of insurance, lien waivers, and job-site assignments — every screen generated by VeloIQ™, refined for construction risk management.
Ask questions in plain English. Get bar charts, pie charts, donuts, bubble charts, area charts, and boxplots — no SQL required. 5 pre-built NL chats for subcontractors & projects, insurance & compliance, and site assignments & safety (native), plus site risk exposure and contract/payment planning AI assistants (agentic).
Data models and metadata that speak your industry’s language — because interoperability with subcontractors and insurers starts with the schema. See the full mapping in the app's STANDARDS.md.
| Area | Standard | Models mapped |
|---|---|---|
| Trade agreement structure | AIA A401 | SubcontractorAgreement (agreement_number, contract_sum_usd, retainage_pct, scope_of_work) |
| Payment affidavit & surety consent | AIA G706 / G707 | LienWaiver (waiver_type: conditional/unconditional, partial/final) |
| Certificate of liability insurance | ACORD 25 | CertificateOfInsurance (insurance_carrier, policy_number, coverage_type, coverage_limit_usd) |
Every VeloIQ™ vertical application is versioned source code — not a locked SaaS. Fork, extend, integrate, or white-label.
Each module is a self-contained VeloIQ™ unit with its own models.py, generated GUI views, and REST API. Add or remove modules as your needs evolve.
Bring in IQVigilant for NL analytics and exception alerts, and Advanced Development for page-config templates, business rules, and data import — configured declaratively in veloiq.toml.
Add custom business logic in custom_api.py, override page-config templates per model:action, or add SQLAdmin views for advanced administration.
Switch from the shipped SQLite to PostgreSQL, MySQL, or Snowflake with a single connection string change. Schema migrations are tracked via Alembic.
AI-ready with 1-User Natural Language · 10 Exception Alerts · UI Configuration, Dynamic Business Rules & Data Import — learn about IQVigilant capabilities
Get in touch with the VeloIQ™ team to discuss deployment, customization, and licensing.