HOW LIENTRACKIT WORKS

From project to notice, keep every step connected.

LienTrackIt brings clients, projects, properties, invoices, payments, documents, and workflow history together so your team can see what needs attention and keep the record organized.

✓ One connected workspace ✓ Workflow visibility ✓ History stays with the record
THE WORKFLOW

One place for the information behind the work.

See how the major pieces connect without jumping between spreadsheets, folders, and disconnected records.

01
ORGANIZE
DashboardWORKSPACE
✓
Clients & Project RecordsKeep project information connected.
✓
Invoices & Payment StatusSee balances, dates, and status.
✓
Properties & Parcel InformationKeep property details with the project.

Enter & Organize

Start with the customer, project, property, invoice, and related records that form the foundation of the file.

02
TRACK
Lien WorkflowWORKFLOW
Invoice→Due→Past Due→Notice
✓ Lien Ready Next action
✓ Filed History preserved

Track the Workflow

Follow the applicable workflow while keeping important dates, actions, payment events, and history tied to the record.

03
PREPARE
DocumentsREVIEW
Pre-Lien NoticeDraft • Review Required
Notice of IntentDraft • State Template
Statement of LienDraft • Review Required

Prepare & Review

Generate organized document drafts from information already entered into the system, with review notices before use.

SIX-STAGE WORKFLOW

Follow the record from invoice to lien.

The workflow keeps the next stage visible while preserving the history of what happened along the way.

01InvoiceRecord the invoice.
02DueTrack the due date.
03Past DueSee overdue work.
04NoticePrepare the applicable notice.
05Lien ReadyReview before filing.
06FiledPreserve the record.
Important: LienTrackIt provides software, organizational, workflow, and document-generation tools. It does not provide legal advice or legal representation. Applicable requirements, deadlines, and documents should be reviewed before use.
COMING SOON • EARLY ACCESS

See what LienTrackIt can do for your workflow.

Explore how LienTrackIt works and join the waitlist to hear when new accounts become available.

View PricingJoin the WaitlistMember Login