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Platform / Document Management

Documents that are valid, not just collected

A document is only valid if it is current on the day the work happens. ContractorXchange verifies, centralizes and monitors any documents you require so nothing expires without you knowing.

AI extraction, human approval
Automated expiry notifications
Centralized, audit-ready records

Collection

Contractor documents easily uploaded, centrally stored

Contractors upload what your requirements call for, and it lands in one library your teams can search.

Centralized

Every document in one place, not scattered across teams.

Paperless

Documents go straight into the platform, not into an email chain.

Accessible

Your teams pull up what they need, no request required.

Verification

AI reads it first, a person approves it

AI pulls the facts off every upload. A human reviewer decides whether the document meets requirements.

Checked for

Legal entity, dates, coverage limits, named parties, signing authority.

When it fails

Flagged with a plain explanation of what to fix, so the next submission is right.

Who decides

A human reviewer approves or returns it. AI extracts the data, it never approves.

Monitoring

Warning before the gap opens, not after

Insurance and workers' compensation certificates expire quietly. Every approved document is monitored and flagged before coverage lapses.

Tracked to

The expiry date on the document, not the date it was uploaded.

Alerts

Automatic notice as clearances, insurance and certifications near expiry.

Follow up

Our support team works with your contractors, easing the load on yours.

Evidence

What was submitted, checked, by whom and when.

What Gets Managed

The documents your due diligence rests on

Requirements are configured to your standards, so contractors are asked for what the work calls for and nothing more.

Workers' compensation certificates

Proof that workers' compensation coverage is active and in good standing, or written confirmation where coverage is not required.

Certificates of insurance

Checked for the coverage types, limits and named parties your contract requires, and tracked to the renewal date.

Safety certificates and audit status

Recognized safety certification standing, used as a trusted benchmark within prequalification rather than one more attachment.

Health and safety programs

Policies, procedures and program manuals. Independent assessment of the program itself sits under Safety Program Evaluation.

Contracts and licenses

Executed agreements, trade licenses and business registration, held against the contractor profile they belong to.

Training and certifications

Worker certifications and qualifications, tracked individually so an expired qualification does not sit unnoticed behind an approved company.

Lifecycle

The life of a document

No spreadsheets, no email chains. One process handles the paperwork.

1

Requested

You set the requirements. Each contractor is asked to provide only what applies to them.

2

Uploaded

The contractor uploads the required documents. AI extracts key details like coverage amounts and expiry dates.

3

Verified

A reviewer checks the extracted data against the document and either approves it or returns it with guidance.

4

Monitored

The document is tracked to its expiry date and flagged for replacement before it lapses.

With ContractorXchange, we now have instant access to contractor information in one place. It saves time, ensures traceability, and helps us stay on top of compliance requirements.

Read the University of Alberta Case Study

Elsewhere on the Platform

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Take control of contractor compliance

Bring your contractor base onto one system, with documents verified and monitored year-round.

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