Set the requirements
List your vendors, contacts, document types, projects, and the people responsible for follow-up.
COI administration for busy teams
The certificate trail,
under control.
We chase the paperwork. You stay focused on the work.
A managed desk for collecting vendor certificates, tracking dates, following up on renewals, and showing your team what still needs attention.
Built for general contractors, property managers, and restoration operators.
C✓Vendor register•••
06Items to collect
03Renewals nearing
AC
Acme TradesGeneral liability · 12 Dec
ExpiringBW
Bluewater ServicesCertificate received · review
Pending reviewNR
North Ridge HVACCertificate requested
MissingIllustrative sample. Your portal uses your live records.
LESS CHASINGVISIBLE EXCEPTIONSHUMAN REVIEWYOUR DECISIONS
01 / THE WORKFLOWFrom scattered inboxes
From scattered inboxes
to one working register.
CertLedger gives your team a repeatable way to request, receive, and track documents.
Collect and record
Give vendors scoped upload links. New files are held for human review; dates and corrections are logged.
Stay ahead of dates
See missing and expiring items, schedule consent-based renewal requests, and get a weekly exception report.
02 / WHAT WE HANDLEAdministrative follow-through,
Administrative follow-through,
made dependable.
We manage the document workflow so your team can focus its review where it belongs.
Discuss your workflow ↗01Vendor and document register
Searchable records with actual expiry dates and document history.
02Collection and renewal follow-up
Scoped intake links, scheduled requests, delivery history, and escalation.
03Weekly exceptions
A practical view of what is missing, nearing expiry, expired, or awaiting review.
04Owner and client portals
Tasks, notes, audit history, and role-based access to your own records.
03 / PILOT OFFER
Start with a focused pilot.
We are preparing a concierge service for teams managing up to 50 vendors. Scope and terms will be confirmed before any agreement.
- Initial vendor and requirement setup
- Document collection and date tracking
- Renewal follow-ups and weekly exceptions
- Client portal access
PILOT PRICE · SUBJECT TO FINAL TERMS$249 / month
For up to 50 vendors. Checkout is not enabled while the pilot terms and account setup are being finalized.
Ask about a pilot ↗Final terms, retention, and service responsibilities require agreement and legal review.04 / SECURITY & RESPONSIBILITYYour documents deserve
Your documents deserve
careful handling.
Uploaded files are stored in a private bucket and held for review before client download. Access is scoped to your organization, with expiring links, audit records, and deletion controls.
CertLedger collects and tracks documents. We do not advise on insurance, determine coverage adequacy, verify legal compliance or endorsements, or decide whether a vendor is eligible. Your team and its advisers remain responsible for those decisions.
Privacy draft ↗ Terms draft ↗Good to know.
Does CertLedger approve insurance coverage?
No. CertLedger is an administrative document collection and tracking service. Your team determines its requirements and makes all approval and eligibility decisions.
Can vendors upload their own certificates?
Yes. Scoped links expire and accept PDF or common image formats. Files are held for review before client download.
How do renewal reminders work?
Dates are tracked in the register. With configured sender details and contact preferences, renewal requests can be scheduled around 90, 60, and 30 days before expiry. Sending is disabled until authorized.
Is the pilot price final?
The planned pilot is $249 per month for up to 50 vendors. We will confirm the scope and final terms before accepting payment.
06 / GET IN TOUCHTell us what you're
Tell us what you're
tracking today.
Share a little about your vendor volume and workflow. We will discuss whether a pilot is a fit. No automated outreach will be sent to your vendors from this form.