Stakeholder Requests

Automate requests to every stakeholder

Collect lien waivers, change orders, invoices, insurance certs, and compliance docs from project managers, field staff, subcontractors, and vendors — all tracked in one place.

One tool for every stakeholder

PMs & Field Staff

Collect job cost updates, change orders, and certified payroll from project managers and field teams.

Subcontractors

Request lien waivers, insurance certificates, W-9s, and compliance documents from every sub on a project.

Vendors

Gather invoices, lien waivers, and compliance docs from vendors to verify billing and release payments.

SEND

Send document requests to any stakeholder in one click

Select your recipients — project managers, field staff, subcontractors, or vendors — choose the documents you need, and send requests in bulk. Each stakeholder gets a simple link to upload their documents directly.

Bulk requests Send requests to dozens of stakeholders at once for lien waivers, invoices, COIs, and more.
Customizable templates Create request templates tailored to each stakeholder type and construction workflow.
Simple upload portal Stakeholders get a branded link to upload documents — no account needed.
Stakeholder Requests3 total
👤
Job Cost UpdateMike (PM)
Responded
1 file attached
🏢
Lien WaiverSarah (Subcontractor)
Pending
👥
Timesheet ApprovalDave (Field Staff)
Responded
1 file attached
All requests tracked in one place
TRACK

See exactly who has responded — and who to chase

Every request is tracked in real time. See which PMs, subs, and vendors have submitted their documents, which are overdue, and which missing items are blocking your close or payment run.

Real-time response tracking Dashboard shows submitted, pending, and overdue documents across all stakeholders and projects.
Automated reminders Stakeholders get automatic email reminders on your schedule until they respond — no manual follow-up.
Close-blocking visibility Flag missing lien waivers, expired insurance, or overdue invoices before they hold up your close.
Follow-Up TimelineAuto
Mason ElectricLien Waiver
Initial Request SentMar 28
Reminder #1Apr 1
Reminder #2Apr 4
Escalated to PMApr 7
3 reminders sentAwaiting response
ORGANIZE

Every document filed by project and stakeholder, ready for audit

Submitted documents are automatically organized by project, stakeholder, and document type. Maintain a complete compliance record with full audit trails — so when it's time to close, every document is accounted for.

Auto-filing Documents land in the right folder automatically — no manual sorting or renaming.
Expiration monitoring Get alerts when insurance certificates or compliance documents are approaching expiration.
Complete audit trail Every request, reminder, submission, and approval is logged for compliance and audit readiness.
Exception Dashboard3 exceptions
EXC-101
Crane Rental — INV vs DB$3,400 variance
SM
Resolved
EXC-102
Steel Delivery — PDF mismatch$1,250 variance
JR
Resolved
EXC-103
Concrete — rounding diff$12 variance
SM
In Progress
Recent Activity
Resolved EXC-101S. Martinez2h ago
Note added to EXC-103J. Reeves4h ago

Stop chasing stakeholders. Get full visibility.

See how Vergo automates document collection from PMs, subs, and vendors.

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What construction accounting teams are saying

Since the transition to Vergo, we have been able to cut back the time spent on reconciliations immensely. What was a full time job previously, takes about an hour to process daily!

Taylor Ricard

Controller, Moss Utilities

The integration with our ERP made the decision easy. With a few clicks in the Vergo app - our team are turning expenses in more timely, not to mention the ease of review and approval with the online platform.

Laurie Weisensel

CFO, DNT

Since the signing I cannot speak highly enough of the customer service we have received, the team are continuously improving the product and are always on hand to jump on a call.

Mark Goan

Accountant, JMB

Manage every stakeholder request with confidence

See how Vergo helps you collect and track documents from PMs, subs, and vendors throughout your close.