1. Project setup

Projects are established within the platform with relevant contract details, claim structures, and project participants.

This creates a consistent framework for managing payment claims and project documentation from the outset.

By setting up the project structure early, all parties work from the same information throughout the project lifecycle.

2. Claim submission

Contractors submit payment claims within the platform, including any supporting documentation required for review.

The claim is then visible to the relevant project parties, ensuring submissions are clearly recorded and accessible to the team responsible for assessment.

This helps maintain clarity across the claim process and reduces the need for manual document exchange.

3. Review and assessment

Clients, project managers, or quantity surveyors review submitted claims and record their assessment within the system.

Each review step is documented, helping ensure the process remains transparent and consistent across project teams.

This structured approach helps reduce administrative back-and-forth while maintaining clear project records.

4. Certification and records

Once claims are reviewed, the outcome is recorded within the platform and supporting documentation remains linked to the submission.

This creates a clear and consistent record of project administration while maintaining transparency across the claim process.

Project teams can easily track claim history and supporting documentation throughout the project lifecycle.

InsitePro supports construction teams by providing a clear workflow for managing payment claims while maintaining reliable project records and transparent communication across project teams.