FEATURES

Everything it takes to stay ahead of every renewal.

Licenses, permits, insurance, bonds and certifications — tracked against the date you have to act, read off the documents you already have, and followed up until they are done.

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REMINDERS

Reminders built around the date you need to start, not the expiry.

Renewals can take weeks, and processing times vary. Each license has its own lead time, and every reminder counts down to the day you must start — so the last one is not a warning that it is already too late.

A full reminder schedule

Six reminders before the start-renewing date.

  • 90, 60, 30, 14, 7 and 1 day before, by default
  • Change the schedule for the whole workspace or one license
  • Set each license’s lead time — 45 days for a state board, 30 for insurance

Overdue follow-ups

If the date passes without a renewal, it keeps chasing.

  • On the day, then 3, 7 and 14 days after
  • The account owners are told, as well as whoever it is assigned to
  • Stops the moment you mark it renewed

One email or one a day

Each person chooses how reminders arrive.

  • An email per reminder, or one grouped email a day
  • Sent at your send hour, in each person’s own time zone
  • People outside your account can be reminded too
More about renewal reminders
DOCUMENT READING

Upload the document. We read the dates.

Drop in a PDF, a scan or a phone photo — one at a time or twenty at once. The expiry date, license number, issuer and holder are read off it and filled into a new license for you to check before anything is saved.

  • PDFs with real text are read instantly; scans and photos are read with OCR, and AI settles what the rules can’t
  • Understands how renewal documents actually print dates: “Valid through”, “Not valid after”, “the 31st day of August”, a month and year alone, a policy period “From … To …”
  • Insurance certificates: every policy is read with its own number, insurer and end date — save one, or all of them as separate licenses in one click
  • Says how sure it is, in plain words — and leaves the date blank rather than guess when a document doesn’t state one
  • The original stays next to the form, so checking it takes seconds
More about AI date reading
ORGANIZE

Every record in one place, and nothing in it twice.

Dashboard and calendar

What is overdue, what is due soon and what is fine, at a glance — with a calendar of every renewal coming up.

The dashboard and calendar

Documents with their dates

Attach the license card, certificate or bond to the record it supports, and keep every past version.

Document storage

Renewal history

Mark a license renewed and it moves to its next term automatically, with the old dates and documents kept.

Import your spreadsheet

Excel, CSV or pasted rows — up to 2,000 at a time. Columns are matched for you, bad rows can be fixed in place, and nothing is saved until you confirm.

Spreadsheet import

Duplicate check

Adding a license you already track — typed in, then scanned — is caught before it is saved, so nobody gets every reminder twice.

Details that matter at renewal

State or jurisdiction, classification, renewal portal link, fee, continuing-education hours and bond amount, on every license.

PEOPLE AND TEAMS

The right person hears about the right license.

Your team

Invite owners and staff. Assign each license to the person who chases it.

  • Owners manage billing, the team and settings
  • Staff work on licenses
  • Removing someone hands their reminders on
Teams and the directory

A directory of everyone else

Employees, subcontractors, vendors — no account needed.

  • Link each license to the person who holds it
  • Watchers and supervisors can follow along
  • Import the directory from a spreadsheet
Tracking subcontractors

Ask for the renewed copy

Send a link; they upload the new document without signing up.

  • Links expire and can be cancelled
  • What they send is checked by you before it changes anything
  • Photos are read automatically
Upload links
REPORTS

See where you stand, and prove it.

Compliance at a glance

Charts by license type, state, person and assignee. Click any part of a chart to see exactly those licenses.

What is expiring

Everything due in a window you choose — this month, this quarter, the next 90 days.

Reminder delivery

Every reminder sent, to whom and when — with anything that failed or arrived too late listed first.

Activity and export

A plain-English log of who changed what. Every report exports to Excel and PDF.

More about reports and exports

Put your next renewal on the radar.

Try everything free for 7 days. No card needed.

Start free trial Continue to workspace See pricing

Then $39 a month, or $390 a year. Cancel whenever.