Email sub. Update spreadsheet. Set reminder. Repeat.
Managing subconsultant insurance is tedious and easy to let slip, leaving your firm exposed to unmanaged liability. MySubSheet automates the chase, streamlines tracking, and gives your team full visibility over compliance and risk.
| Project | Sterling Mechanical | Anchor Electrical | Bedrock Structural | Turner Civil |
|---|---|---|---|---|
| Base RequirementsApplies to every project | ||||
| Harbor Point Villas | ||||
| Foundry Lofts | ||||
| Marsh & Ninth Tower |
Set base requirements for each consultant or contractor, then add project-specific requirements when needed, such as higher limits or additional insured status. Track both to build your complete compliance matrix.
Set base insurance requirements for each consultant or contractor and add project-specific requirements when needed. Send the initial request to get the process started. Already have documents on file? Mark them as received and start from where you are.
Once documents are on file, MySubSheet keeps track of what you have and when it expires. When a renewal is due, the consultant or contractor automatically receives an email with a link to submit their updated documents through the portal. The portal is secured with a one-time passcode, and no account is required.
Submissions land in your queue. Review and approve them, then see everything in your compliance matrix. Know what's current, expiring, or missing at a glance, with visibility into potential liability risk.
Solo is just for you. Studio covers your whole team, for one flat price.
No to both. Your firm sets its own insurance requirements, and MySubSheet tracks submissions against them. We're not an insurance advisor or broker.
Documents are encrypted in transit and at rest, access is role-based, and backups run daily. We never sell your data or use it for purposes unrelated to providing the service.
Yes. Set base requirements for each consultant or contractor, then add project-specific requirements when needed. MySubSheet tracks both so you can see exactly what each project requires and whether the consultant is compliant.
No. They upload their documents through a secure one-time passcode sent by email. No account or password is required.
MySubSheet tracks expiration dates and automatically follows up when updated documentation is needed, so your team doesn't have to remember to chase each consultant manually.
Yes. Add your consultants and contractors, mark documents already on file as received, and start tracking from your current state. You don't need to wait for a new certificate cycle to start using MySubSheet.
Yes. Solo is designed for individual users. Studio supports your whole team, with everyone working from the same live compliance matrix at no extra per-seat cost.
Built by a software engineer and a project controller with firsthand experience inside architecture firms.
Let MySubSheet take the COI chase off your plate.