Questions

The things people ask before they start. Each answer is a couple of sentences and a link to the page that covers it properly.

Getting started

Can I look around without signing up?

Yes. The seeded demo opens without an account and lasts 24 hours. When you are ready to use your own records, “Start free” takes you through sign-up before creating your workspace; no card is required.

See the demo first

How long before this is actually running?

You can start with one real project: set its requirements, add a few subcontractors, and send scoped upload links. How long a full rollout takes depends on the quality of your roster, requirements, and existing files.

The first afternoon, step by step

I already track this in a spreadsheet. Can I bring it over?

Yes — a CSV or an Excel file, with a preview before anything is written.

Importing your list

Does it connect to QuickBooks or my project software?

Not through a native QuickBooks or project-management app, and there is no public API to read from. You can import CSV or Excel files, export reports and records, and send four signed outbound webhook events to Zapier, Make, or an endpoint you control.

What webhooks can connect

What it actually does

What does it check on a certificate?

Your limits, your expiry dates, and the endorsements you require — measured against a requirement set you write once. A separate set can override it on a stricter job.

Every check, and where each stops

How does it read the document?

It renders the page and reads the ACORD 25 box by box, scoring every field it extracts. Anything it is unsure about lands in your review queue rather than going through it, with the least-confident values at the top of that document.

How the reading works

Does it verify the endorsements themselves?

No. Sealinn can link a supplied endorsement file to the evidence record for human review, but it does not determine policy coverage. On the certificate itself, it reads the narrow Y/N columns; a tick is not the endorsement form.

The forms, by number

Does it check the certificate actually names my company?

Only if you tell it your legal name. Enter it in Settings and Sealinn compares the certificate holder and additional-insured lines against it, sending anything that does not match to a person instead of approving it. Leave it blank and reading that name stays your job.

Every check, and where each stops

What happens on the day a policy actually expires?

Reminders run before the date, on the days you pick. Once it passes, that certificate stops counting toward the subcontractor's status, which recalculates overnight. What keeps chasing after that is escalation, and it fires on silence rather than on a date.

Setting the cadence

Your subcontractors

Will my subcontractors actually use it?

There is nothing for them to use. They get a link, open it on a phone, and send the file. No account, no password, no app.

What your subs see

One of my subs has no idea what I am asking for.

Most of the time the answer is that their insurance agent has it and they do not. There is a page you can send them, and a message they can forward.

What to send them

My sub says he is exempt from workers’ comp.

Sometimes that is true and sometimes it is a problem you inherit at audit. It depends on the state and on whether he has employees.

When exempt really means exempt

Pricing and billing

Is this worth paying for at my size?

Free covers 10 subcontractors, which is enough to run one real project through it before deciding. The comparison that matters is against the spreadsheet you already have, not against nothing.

Against a spreadsheet

Who on my team needs a login?

Whoever reviews certificates or sets the rules. Free includes 1 seat, Starter 2, Growth 5, and Professional 15 — and your subcontractors never need one, they upload from a link. Roles are separate, so an office manager can work the review queue without changing your requirements.

Who can do what

What are the plans?

Free proves the core evidence record. Starter adds queue productivity. Growth adds requirement, response, reporting, analytics, and opt-in texting workflows. Professional adds governed evidence sharing, downstream handoffs, and record consolidation. Every paid step also raises subcontractor and seat capacity.

Plans and prices

Security and your data

Who can see my subcontractors’ documents?

Only your workspace, and only the people you have given a seat. The separation is enforced by the database itself rather than by a filter the application has to remember to apply.

How the isolation works

Do you send our documents to an AI provider?

Yes — certificates go to OpenAI to be read. Its published API default says data is not used to train models and abuse-monitoring logs may be retained for up to 30 days. We have not yet recorded the project-specific data-control setting, so we do not promise zero-data-retention processing.

Every provider that touches your data

Can I get everything back out?

You can download your certificates as a zip, organized by subcontractor, and export the full audit log as PDF, Excel or CSV — at any time, including after you cancel.

What comes back out

Leaving

How do I delete the workspace entirely?

From Settings, and it is genuinely deleted — documents and records, not just hidden. There is a 30-day window first, because a mis-click on that button should be survivable.

What we keep, and for how long

How long do you keep things I have already removed?

A rejected document sits recoverable for a few days and is then erased. Reports go sooner. Every window is written down with the number, not described as “a reasonable period”.

What we keep, and for how long

Still stuck on something

Send the question through our contact page. If it is about what a subcontract clause is actually asking you for, the resource hub decodes it phrase by phrase.

Answers are easier once it is running.

Open a workspace, add one subcontractor, and see what a real certificate does.