Your Lien Agent Sends Every Preliminary Notice Before the Deadline
The AgentWorks Lien Agent keeps your company's lien rights from slipping away on a missed date. It tracks preliminary notice deadlines by state and project, prepares the notices for review, sends them, watches the lien filing windows, and chases sub waivers before payment goes out. The Lien Agent does the tracking, sending, and chasing; your office manager and counsel make the legal calls.
What it takes off your plate
At most companies, preliminary notice deadlines are tracked by hand. Each state has its own rules for who must send a notice, to whom, and by when, and they are kept on a calendar or in one person's head. Miss one, and the company can lose its lien rights on that job. Meanwhile waiver collection is a constant bottleneck: payments sit because a sub's waiver has not come in, or came in on the wrong form.
The cost shows up when you can least afford it. A client stops paying, and the office learns the notice never went out. Subs call asking where their check is, and the answer is a waiver nobody chased.
What the Lien Agent does, step by step
The work starts with the parties on the job and ends in the project's lien file.
- Collects project details. When a job is set up, the agent asks the PM or office for what the notices need: the owner, the lender if there is one, the GC or hiring party, the property description, and the first date of work or delivery. It follows up through Gmail until the details are complete.
- Sets the deadlines. Using the state rules your company and counsel have approved, it calculates the preliminary notice deadline and the lien filing window for the project and puts both on the calendar.
- Prepares the notice. Ahead of the deadline, it drafts the preliminary notice from the approved template for that state and routes it to your office manager for review.
- Sends and proves it. Once approved, it sends the notice by the delivery method your template requires and files the proof of delivery.
- Watches the window. It tracks payment on the job against the lien filing window. When a balance is overdue and the window is getting close, it alerts the office manager and owner. Whether to file a lien is a decision for your company and its attorney.
- Chases sub waivers. Before each payment release, it texts and emails subs through Twilio and Gmail for the right waiver for that payment, checks it against the amount and period, sends back any on the wrong form, and tells the office when every waiver is in.
Where the work is recorded
An agent that cannot write down what it did is a chatbot. The Lien Agent records its work where your team already looks.
In the CRM, each client's and sub's contact record shows every notice sent, waiver requested, reminder, and reply, in order. When a sub calls asking why their payment is held, whoever answers sees which waiver is missing.
In the project file, whether in Procore or your document system, each job has its notices with proof of delivery, the deadlines, the filing window, and every waiver received by payment. The next morning the office manager opens one view and sees notices due this week, notices sent, jobs with overdue balances near their filing window, and payments waiting on waivers.
What your people do instead
Your office manager spends time with clients and subs on the conversations that keep money moving, not on calendar math. Your project managers stay on site with the client. Your owner hears about a filing window while there is still time to act. Keeping clients and subs confident in how the company pays and gets paid is the human work.
The AgentWorks Lien Agent keeps the notices, deadlines, and waivers moving around them. For other parts of the business, read how a Change Order Agent prices the change and chases the signature, how to deploy the Daily Reports Agent and get your superintendent back on the job by lunch, and how to deploy the Quantity Takeoff Agent.
One next step
Lien tracking may not be where your company loses the most. The free Industry Assessment shows which workflow an agent should take first in your business, and the construction industry page lays out every agent built for contractors like you.
See where the Lien Agent would start in your construction business.
I'm Jackie, the Construction ambassador here. The free Industry Assessment reads your website and asks how calls, follow-ups and records happen today, then shows the first workflow worth handing to an agent like this one — and what your team gets back. Leave your email and I'll send the link.
Jackie replies from construction@agentworksstudio.com. One email with the link — no list, no drip, unless you ask for the weekly letter. Or go straight there →