Lien rights are one of the strongest protections subcontractors have to ensure they get paid but only if deadlines are tracked and documents are filed correctly.
Siteline helps you track deadlines automatically, generate required documents, and maintain proof of filing so you don’t lose leverage due to missed steps.
🎥 New to Lien Rights Management?
Watch this quick demo to see how it works:
✅ Step 1: Manage Project Tracking & Notifications
Turn On Tracking
Decide whether you want lien rights tracking enabled automatically for all projects, or manually per project.
To automatically track all projects:
Click the Company dropdown (upper right)
Select Company Settings
Click Edit
Toggle on Default lien rights tracking
Click Save
If you prefer to manually select projects, leave this setting off.
📖 Detailed instructions are available here.
Manage Notifications
Make sure the right people are notified before deadlines hit.
Click the Company dropdown
Select Account Settings
Find Lien rights deadlines & reminders
Enable your preferred daily and/or weekly email notifications
Set this up early because reminders are your safety net.
✅ Step 2: Start Tracking Lien Rights
Begin Tracking Projects
Once enabled, start tracking lien rights at the project level.
📖 Click here to learn how to start tracking.
Use the Look Ahead View
Stay proactive instead of reactive. The Look Ahead View shows upcoming deadlines so you can prioritize filings before they become urgent.
📖 Click here to learn how to use Look Ahead.
✅ Step 3: Create & Send Required Documentation
Build Your Document Library
Before deadlines approach, upload and digitize your legal forms.
We recommend adding all lien-related forms you currently use, such as: Notice to Owner, Preliminary Notice, or your State-specific compliance forms. This ensures they’re ready when milestones require action.
📖 Click here to learn how to create your document library.
Helpful Resource: If you need to review your state’s lien regulations, use our guide.
Create Required Documents
When a milestone requires filing:
Generate documents directly in Siteline
Complete required fields
Download, print, or send for mailing (if enabled)
📖 Click here to learn how to create documents.
Send & Track Mail
If mailing through Siteline:
Select mailing options
Track status
Confirm filing dates once sent
📖 Click here to learn how to send and track mail.
🎯 What “Done” Looks Like
You’re fully set up when:
Default tracking is configured
Notifications are enabled
Active projects are being tracked
Look Ahead view is part of your workflow
Compliance forms are uploaded and digitized
Filing and mailing workflows are tested
Once this is complete, Siteline handles the heavy lifting like tracking deadlines, organizing documentation, and keeping your lien rights protected.