The paperwork that runs itself — when you're ready.
Lien waivers tied to pay apps, per-diem that posts correctly, an alumni portal for ex-employees, insurance renewal workflows, and IT asset tracking — all built and ready. Basic lien waiver tracking ships on day one; the full state registry and Blue Notary remote notarization turn on with your team when you need that depth.
Track waivers by state rules.
Track conditional and unconditional waivers by period, tie them to pay apps, and see what's still outstanding before you release payment. When you need more — statutory forms, notarization gates, and a maintained state registry — we turn on the lien registry depth with your team.
State-by-state depth when you need it.
A maintained registry drives the waiver flow and lien-rights calendar — statutory forms where they exist, notarization rules, advance-waiver rules, and deadline windows. Blue Notary remote online notarization is wired in and turned on with your legal workflow when you're ready.
- Statutory form states — AOS picks the required form automatically where state law mandates it.
- Notarization gates — waivers in states that require notarization won't advance until the session is complete.
- Advance-waiver rules — waivers signed before payment where void by statute are blocked with the law surfaced.
- Lien rights tracker — preliminary notice, NOI, filing, release, and bond-claim deadlines calculated from jurisdiction rules.
- Blue Notary — remote online notarization for waivers and affidavits, configured on request.
Statutory forms, notarization requirements, and deadline windows maintained in the registry — not hard-coded per job.
✓ statutory form · ★ notarization required
Federal-vs-excess, split at the line.
A real per-diem engine — not a spreadsheet. GSA federal high-low rates and OCONUS rates ingested per fiscal year. Disbursements auto-split into federal-allowable and excess portions; excess posts with the right tax flags downstream.
- Rate engine — federal high-low with state + locality search, OCONUS with country + locality.
- Auto-split — a $250 disbursement in a $200 federal-rate locality posts $200 as federal-allowable and $50 as excess, on two pay-code rows, with the right tax flags on each.
- Substantiation aging — receipts age into four buckets (0-30 / 31-60 / 61-90 / 90+ days); aged-out receipts can claw back through your expense workflow.
- Travel bridge — connects to the travel and per-diem engine so trip-derived per-diem amounts fold in automatically.
- Fiscal-year rate refresh — Fiscal year 2026 high-low rates, the top-50 high-cost localities, and 20 OCONUS samples ship pre-loaded; rates refresh at the start of every fiscal year.
| Portion | Amount | Pay code | WC |
|---|---|---|---|
| Federal-allowable | $200 | PD-FED | No |
| Excess | $50 | PD-EXC | Yes |
Your payroll inbox goes quiet.
Ex-employees pull their own W-2s, pay stubs, certified payroll records, and YTD summaries through a secure portal — for the full retention window. No more reset-password loops three years after termination.
- Secure links — invite, verify, and login links each expire on their own schedule.
- Lifecycle — invited → personal email set → active → expired / revoked.
- 7-year access window — counted from the termination date.
- Every action logged — every view and every download recorded.
- Onboarding handoff — the termination wizard creates the alumni account and sends the invite.
Brokers, on a scheduled runner.
A renewal workflow that pings every broker on the policy at 90, 60, 30, and 14 days out — de-duplicated so they don't get the same email twice. Quote PDFs come back; an AI parser extracts premium, limits, deductible, and effective date with a confidence score (zero-confidence rows go to manual review). The compare view ranks by premium, breaks ties on limits, then deductible.
- Scheduled runner — a scheduled job that pings each broker, skips brokers already contacted in this window, and handles email bounces.
- AI quote parser — reads broker quote PDFs, scores its confidence per field, and holds zero-confidence quotes for human review.
- Compare engine — ranks by premium first, then limits, then deductible — always in the same order.
- 4 brokers seeded — Hub, Marsh, Travelers, USI; your own brokers added during onboarding.
- Email bridge — broker quotes land in a shared inbox; AOS routes each one to the right RFQ by its ID.
| Broker | Premium | Limits | Conf |
|---|---|---|---|
| Hub | $48,200 | $2M / $4M | 0.94 |
| Marsh | $51,800 | $2M / $4M | 0.91 |
| Travelers | $54,200 | $2M / $4M | 0.62 |
| USI | — | — | 0.00 |
The asset shows up where the work is.
An IT asset registry wired into the rest of the platform — not a sidecar nobody opens. The helpdesk ticket shows the related asset. HR profile shows what's still in this worker's name. Onboarding auto-opens a checkout request for the right laptop, badge, and gas card. See also Back Office & ITAM.
Related Asset panel
Open a ticket about "laptop won't connect"; the ticket auto-links the user's assigned laptop and pulls model, age, and last patch.
Worker assigned-assets
HR profile shows every asset assigned to this worker, joined by case-insensitive email — same person, same view, regardless of caps.
Auto checkout requests
For four IT asset codes (laptop, phone, badge, gas card) onboarding dispatcher auto-opens a checkout request. The asset is on the new hire's desk by day one.
Warranty + license alerts
90/60/30/7-day windowed alerts surface in the owner morning briefing — same engine that drives insurance renewals.
Turn on what you need
The asset retrofit ships behind switches you control. Turn on helpdesk linkage, HR profile, or onboarding checkout when your team is ready.
Defensible record
Every assignment, transfer, and return logged. The "did we ever get that laptop back?" question has an answer.
The audit trail every compliance flow inherits.
Deletion approval workflow
Nothing is hard-deleted from a compliance surface. Soft delete with deletion approval, two-stage review, and a documented reason field.
Per-field change log
Every changed field on every compliance object writes a history row — who, when, old value, new value. Auditor-ready.
Event ledgers
One-click sign-in links, alumni access events, board engagement events — every "what happened" record is logged and can't be edited after the fact.
See compliance when you're ready for it.
Bring your messiest pay-app month. We'll show you what's live today — lien waiver tracking on day one — and what we turn on when you need registry depth, Blue Notary, or per-diem.