Stop hunting COIs, W-9s, and licenses the morning a job starts. We stand up a live Sub-Docs Desk for your active subs—vault statuses, collect kit, 60/30/7 expiry board, chase drafts you send, and three live calls— within 14 days of kickoff materials.
Ironwood Labs builds the chase-and-organize desk so you are not scavenging PDFs at 6 a.m. We do not practice law and we do not promise coverage outcomes.
Folders and statuses for COI, W-9, and license for up to 25 active subs in year 1 of engagement.
Copy plus a simple intake path your subs can use. No fake “enterprise platform” claims.
Reminder schedule with human review before any send. Green / Yellow / Red so “don’t mobilize” is obvious.
Plain-language email templates you send to your own subs. Nothing cold-SMS’d. Nothing auto-blasted.
Kickoff + mid + handoff calls on Zoom so the desk is actually live—not a login you forget.
One-pager gate: don’t mobilize until Green on the required lanes.
Checklist plus sample request language you can reuse on every start.
Process steps when a COI dies mid-job. Process only—not legal advice.
Screen-share onboarding so effort drops and the board starts with real rows.
If we don’t deliver the live Sub-Docs Desk (vault statuses + collect kit + expiry board + chase drafts + 3 live calls) within 14 days of receiving kickoff materials, we keep working at no extra setup fee until that desk is live, or we refund the unused setup fee.
This is a service-delivery guarantee—not a promise that you will pass an audit, satisfy an owner, or that any sub’s coverage is adequate. You remain responsible for contract requirements and insurance decisions.
Then $1,500 setup for clients after the first three. Optional continuity: $149/mo after setup (tracker hosting, expiry reminders you approve, chase-draft refreshes, monthly desk review).
We’ll map how many active subs you chase, where PDFs live today, and whether a Green/Yellow/Red desk would help. If it’s not a fit, you still leave with the free checklist.
Book a free 20-minute sub-docs auditPrefer DIY first? Grab the free Texas GC Expired-COI 60/30/7 Desk Checklist.