Dashboard
Notice and lien management at a glance.
Track each invoice from original billing through payment, past-due status, notices, lien action, and final clearance while preserving the record.
Recent Lien Workflows
| Client | Debtor | Invoice | Balance | Status | Next Action |
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Payment Calendar
Track payment due dates, receipts, and upcoming lien actions.
Payment Schedule
| Invoice | Client | Debtor | Due Date | Balance | Status | Action |
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Clients
Manage contractor accounts, debtors, terms, assignments, and project relationships.
| Client | Contact | Phone | Open Invoices | Open Balance | Status | Action |
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Client Account
Client and debtor relationship record.
Client
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Debtor / Property
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Invoices
Original invoices, balances, payment status, and lien eligibility.
| Invoice | Client | Debtor | Amount | Paid | Balance | Due Date | Status | Action |
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Lien Workflow
Track invoices from past due through notice and lien action.
When an invoice becomes past due, the workflow can move through Past Due, Pre-Lien, Notice, Lien Action, and Cleared. A partial payment does not clear the workflow.
Lien Workflow Pipeline
| Client | Debtor | Invoice | State | Balance | Due Date | Status | Next Action |
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Documents
Manage invoices, notices, lien documents, statements, and supporting records.
Keep invoices, statements, notices, lien documents, proof of service, and supporting records organized and connected to the correct client, debtor, invoice, and workflow.
Document Records
| Document | Type | Client / Debtor | Invoice | State | Status | Date | Action |
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