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What is DocumentLane?Quick start: your first client in 10 minutes

For your team

Adding and managing clientsBuilding document templatesTurning a policy into a checklist with AIReviewing documentsExpiry tracking and remindersTeam, security and integrations

For your clients

Using your client portal

Construction

DocumentLane for constructionConstruction subcontractor checklistConstruction workflow: from bid to closeoutConstruction integrations: Procore and Sage 300

Help

Frequently asked questions
For your team

Expiry tracking and reminders

Never miss a lapsed insurance certificate or licence again.

How reminders work

Any document with an expiry date is tracked on the Expirations page. Reminders go out 30 and 7 days before expiry, and again when it expires. Each reminder is sent once.

Change who gets notified in Settings → Notifications.
Expirations page
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Still stuck? Email hello@documentlane.com.