Stop losing projects
because of expired COIs.
DocShield is the compliance intelligence platform that tracks expiry, predicts risks, and alerts you on WhatsApp. Built for contractors who need document control without enterprise bloat.
The Brain vs The Folder
Google Drive and Dropbox are just storage. They don't know when your COI expires. They don't know which projects are at risk. They don't remind you before problems happen.
Tracks expiry dates automatically, predicts compliance drops before they happen, and sends proactive email alerts when action is needed.
DocShield works while you work — monitoring deadlines, tracking compliance status, and sending email reminders before auditors ask.
Live dashboard with SSE updates shows exactly what's safe, what's expiring, and what needs immediate attention.
"Finally, a tool that doesn't require a PhD to set up. I had my COIs tracked, expiry dates set, and email alerts configured in exactly 4 minutes. The dashboard shows me everything I need to know at a glance."
— Operational Manager, Concrete Solutions Inc.
10-20h
Saved monthly with DocShield
0
Proactive alerts from Google Drive
Just files — no intelligence
Everything You Need, Nothing You Don't
Built for contractors who need compliance intelligence without enterprise bloat.
Compliance Intelligence
- ✓ Real-time Compliance Score (0-100%)
- ✓ Score Prediction ("will drop to X%")
- ✓ Impact Alerts for critical docs
- ✓ Gap Analysis ("What's Missing")
- ✓ Per-client compliance scores
Intelligent Alerts
- ✓ WhatsApp native notifications
- ✓ Email reminders
- ✓ PWA push notifications
- ✓ 30/15/7/1 day schedule
- ✓ Custom reminder thresholds
Client Portal System
- ✓ Read-only token-based portals
- ✓ Compliance Score visible to clients
- ✓ Document preview (PDF/images)
- ✓ Download toggle control
- ✓ Portal access logs
Offline PWA Mobile
- ✓ Install as app on phone
- ✓ Camera capture on-site
- ✓ Offline document upload
- ✓ Background sync
- ✓ Push notifications
Team Collaboration
- ✓ Invite members with roles
- ✓ Permission matrix (Owner/Admin/Editor/Viewer)
- ✓ Accept/decline invitations
- ✓ Remove members & tracking
Industry Templates
- ✓ Construction template
- ✓ Real Estate template
- ✓ Consulting template
- ✓ Auto-checklist creation
- ✓ Pre-assigned risk levels
DocShield vs The Enterprise Giants
All the compliance features you need. None of the bloat you don't.
| Feature | Procore / Autodesk | DocShield |
|---|---|---|
| Monthly Price | $500–$2,000+ | Flat $69/month |
| Setup Time | Weeks (implementation required) | 5 minutes |
| Compliance Score + Prediction | Not available | ✓ Real-time + predictive |
| Email Alerts | No | ✓ Native integration |
| Offline Mobile with Camera | Limited | ✓ PWA + sync |
DocShield — All-in-One Compliance & Submittals Platform
One platform for compliance tracking, submittal reviews, drawing version control, and project finances. Built for contractors, property managers, and consultants who need simplicity without sacrificing power.
Overall Rating
Rated by 500+ active users
🛡️ Compliance Tracker
Complete document compliance tracking with expiry intelligence
Problem: "Where are my documents? When do they expire? Are they compliant?"
📁 Project: Commercial Building
├── 📄 Insurance COI → Expires: 15 May 2026 → ⚠️ Expiring Soon
├── 📄 License → Expires: 01 Dec 2026 → ✅ Compliant
├── 📄 Permit → Expires: 01 Apr 2026 → ❌ Expired
└── Compliance Score: 67% → Action Required!
Key Features:
- Upload & manage all compliance documents in one place
- Expiry tracking with auto-status: ✅ Compliant / ⚠️ Expiring / ❌ Expired / ⏳ Pending
- Real-time Compliance Score (0-100%)
- Required documents per obligation
- Link documents to compliance obligations
- Timeline view (Month/Quarter/Year)
- Complete activity log (who uploaded, when, what changed)
📮 Submittals Software ⭐ USP
Client collaboration for document reviews — no more email chaos
Problem: "Send submittals via email, wait days for replies, no status visibility."
Submittal Workflow
1. Create Submittal → 2. Share WhatsApp Link → 3. Client Reviews → 4. Approve/Reject with Comment → 5. Real-time Update!
Key Features:
- Full lifecycle: Draft → Submitted → Under Review → Approved/Rejected
- Client portal — review without login
- Approve/Reject with comments
- WhatsApp share — send portal link directly
- Real-time SSE updates — status changes instantly
- Complete review audit trail
- Mobile-friendly PWA — works on any device
🎨 Drawings Module
Version control and annotation for engineering drawings
Problem: "Which drawing version is current? Who changed what?"
🖼️ Drawing: Floor Plan - Level 1 (v3)
├── ✏️ Annotation: "Change master bedroom dimension"
├── ➡️ Arrow: "Move door here"
├── 📝 Text: "Add electrical outlet"
└── 💾 Saved — annotation visible to team
Key Features:
- Version control — multiple versions per drawing
- Set current version / Restore old version
- Compare versions with diff highlight
- Annotate tools — pen, arrow, text, shapes
- Export annotated drawings as PNG
- Format support: PDF, DWG, DXF, SVG, JPG, PNG
💰 Financials Module
Track project finances, budgets, and profit margins
Problem: "What's my profit? Is cashflow healthy? Where did budget go?"
Financial Snapshot
Key Features:
- Contract value & amount received tracking
- Profit margin & cash position dashboard
- Payment terms — status paid/pending, upload invoice
- Cost breakdown — budget vs actual per category
- Expenses log with invoice upload & CSV export
- Multi-currency support (USD, EUR, IDR, SGD, etc.)
📝 Activity Log — Complete Audit Trail
Every action is recorded. No more "who changed that?" questions.
📄 Budi uploaded "Insurance COI" — 2 minutes ago
✅ Client approved Submittal #SUB-012 — 1 hour ago
💰 Budi updated payment term #3 — Amount: $25,000 — yesterday
✏️ Budi annotated "Floor Plan v2" — 2 days ago
💰 Pricing Comparison
🏆 Who Is DocShield For?
✅ Very Suitable For:
- Small-medium contractors (5-50 employees)
- Property managers
- Businesses frequently bidding for tenders
- Teams needing affordable client portal
⚠️ Less Suitable For:
- Large enterprises (need Procore/Autodesk)
- Deep accounting needs (bank integration)
- Advanced drawing annotation (Bluebeam level)
Everything DocShield Offers — No Hidden Surprises
96+ features across 12 modules, all included in a flat $69/month. No per-user fees, no tiered plans, no "enterprise" upcharges.
🏢 Project Management
Complete project lifecycle management
Full CRUD operations for project management
Active / On Hold / Completed / Cancelled
Start date, end date, and description
Each project linked to specific client
Pre-built templates for construction, real estate, consulting
📄 Document Management
Centralized document storage with smart tracking
PDF, JPG, PNG, DOCX, XLSX support
12+ default categories (Contract, Insurance, License, etc.)
Automatic tracking of document expiration dates
Compliant / Expiring / Expired / Pending — auto-calculated
Preview PDFs and images directly in modal
Update name, category, expiry date, notes
Remove documents when no longer needed
Reuse documents across multiple projects
Internal notes for team collaboration
Track who uploaded, updated, or deleted documents
📐 Drawings Management (Version Control)
Never use outdated drawings again
PDF, DWG, DXF, SVG, JPG, PNG support
Multiple versions per drawing — always know what's current
View all previous versions with timestamps
Mark any version as the active/current version
Restore older version as new current version
Side-by-side comparison with diff highlight
Document what changed in each version
Add description to each drawing for context
Preview PDFs and images directly in browser
📋 Submittals Management ⭐ USP
Complete submittal tracking with approval workflow
Create, edit, delete submittals easily
Material Specs, Shop Drawings, Test Reports, etc.
PDF, DWG, JPG, PNG, XLSX, DOCX support
Draft → Submitted → Under Review → Approved/Rejected
Track number of revisions per submittal
Expand/collapse submittals by category
By number, title, or status
Feedback from reviewers on each submittal
Track approval deadlines
🔄 Client Portal ⭐ USP
Share compliance status with clients securely
Unique token-based access for each project
Clients can view and review, but cannot edit
Approve/Reject with comments
Input once for all submittals
Comments required if rejecting submittal
No page reload — smooth experience
Real-time feedback on actions
Custom logo & branding for agencies
Accessible from any device
⚡ Real-time Updates (SSE)
Live dashboard updates without refreshing
Real-time dashboard updates
Detects status changes (not just new IDs)
Exponential backoff for connection drops
Keeps connection alive
SSE only active when Submittals tab is open
Works with SPA-style navigation
Syncs status when tab becomes active
If SSE fails, polling takes over
📧 Email Notification
Automated reminders before deadlines
SMTP via mail.docshield.cloud
Notifications to project owners
Branded DocShield templates
For email clients that don't support HTML
Name, email, comments included
Direct link to project in email
👥 Team Collaboration
Invite your team with role-based access
Invite team members via email
Admin, Editor, Viewer roles available
Revoke access anytime
Email invitation with unique link
New users automatically get accounts
📊 Compliance Management
Track obligations and stay audit-ready
Track obligations per project
Pending / At Risk / Compliant — visual status
Due date for each obligation
Document types needed for compliance
Connect documents to compliance items
Assign obligations to team members
Month/Quarter/Year view options
Identifies documents not yet uploaded
Total Features
Core Modules
Flat Monthly Price
Setup Time
All features included • No per-user fees • 14-day free trial
One Prevented Delay = 2 Years of DocShield
Contractors using DocShield save 10–20 hours per month on document admin. More importantly, preventing one project delay or lost contract covers years of subscription.
Saved per delay avoided
Less admin stress reported
"We were using spreadsheets to track COIs for 30+ subcontractors. Missed one expiration and lost a $450k bid. DocShield's WhatsApp reminders alone paid for itself in the first week."
Michael T.
Project Executive, Western Construction Group
Frequently Asked Questions
What is construction document management software?
A platform that stores, tracks, and controls project documents with expiry intelligence. Unlike Google Drive, it sends reminders when COIs, permits, or licenses are about to expire.
How does DocShield compare to Procore?
Procore is enterprise software for large GCs ($500+/month). DocShield is built for contractors who need compliance tracking without complexity — at $69/month flat.
Can I get WhatsApp reminders for expiring documents?
Yes. DocShield sends native WhatsApp notifications at 30, 15, 7, and 1 day before expiry. Plus PWA push notifications when the app is closed.
What is a compliance score?
A real-time health score (0-100%) that shows your overall document compliance. It factors in expiry dates, missing documents, and predicts future risk levels.
Is DocShield available globally?
Yes. We support contractors worldwide with terminology for USA (COI tracking) and Australia/UK (WHS compliance). The platform works across all timezones with customizable date formats.
Your Compliance on Autopilot
Start your 14-day free trial today. No credit card. 5-minute setup. Flat $69/month after trial.
14 days free • Cancel anytime • All 96+ features included
WhatsApp Alert Demo
⚠️ COI Expiring Soon
Ace Construction's Certificate of Insurance expires in 7 days.
Upload new certificate to avoid project delay.
✅ Permit Approved
Building permit #B-2024-089 has been approved by the city.
DocShield sends WhatsApp alerts at 30, 15, 7, and 1 day before expiry. No app to check—alerts come to your phone.