ClaimNavigator™
Tracks every claim from notice to recovery, across all 50 states. Drafts the 5-day notice. Builds the change-order package. Files the DRB submission. Never miss a statutory deadline again.
Clerxi makes that impossible. The operating system built to make it impossible to miss a notice, lose a claim, or fail an audit.
Click any tab. Filter the radar. Tap a job to read its agent chatter. This is the live read of your operation — and it’s running every minute, not just at standups.
12 active jobs · 3 high risk · 7 alerts today
MJ Concrete COI expires in 9 days. CG 20 10 endorsement missing. Payment held on Job I-405.
SR-1 Bayshore — Operator ratio falling below 1:5. DAS 142 dispatch needed within 72 hr.
$184,200 in signed T&M tickets not yet rolled into a CO across 4 jobs.
3 tickets unsigned >36 hr on Pauba Rd. Owner rep auto-reminded.
eCPR for week 17 filed to DIR. 4 PW jobs covered. Audit trail stored.
Local 12 trust remittance prepared. $47,830 across 3 funds. Awaiting CFO sign-off.
Click any sidebar item — the demo is live. Switch portals to see how a broker or carrier sees their slice of the same data layer.
Filed. Tuesday, 9:43am. Receipt #14–8821.
| Item | Project | Owner | Due | Status |
|---|---|---|---|---|
| DAS-7 notice | Bridge 105 | M. Tran | Apr 28 | Overdue |
| Sub COI: Marquez Roofing | Hill Crest | L. Patel | Apr 30 | Expiring |
| 5-day notice: differing site condition | Lift Station 4 | J. Reyes | May 2 | On track |
| Payroll PR-000142 | Multi-project | J. Reyes | Today | Calculated |
| WH-347 | Bridge 105 | J. Reyes | May 5 | Draft |
The workspace above tracks every deadline, surfaces every gap, and turns compliance from paperwork into protection. These four are the promises it makes good on.
5-day notices. Statutory deadlines. RFI windows. Clerxi tracks every clock and drafts the language before you ask.
90/60/45/30/15/0 cascade. Real-time tracking. Auto-renewal nudges that escalate when no one responds.
WH-347 in 30 seconds. DAS 140 / 142 / 7 automated. OSHA 300 logs ready when the auditor walks in.
Every notice preserved. Every change order documented. When a claim arises, the evidence is already assembled.
Compliance is one column out of nine. The other eight — payroll, insurance, claims, WIP, AI bookkeeper, dispatch, workforce, and document automation — sit on the same data layer, so the system that catches a missed notice is the system that runs your books.
LIFT STATION 4 · SITENine systems built as one. No third-party bolt-ons. No glue-code. No gaps.
Tracks every claim from notice to recovery, across all 50 states. Drafts the 5-day notice. Builds the change-order package. Files the DRB submission. Never miss a statutory deadline again.
Automated renewal nudges. Real-time COI tracking. InsureSync premium matching against 40+ carriers.
DAS 140 / 142 / 7 automated. 50-state prevailing wage built in. Apprentice ratios enforced before submission.
First notice of loss in minutes. Reserve-aware reporting. X-mod drift caught before renewal — not after.
Cash flow 30/60/90. Retention aging. Real-time cost-to-complete keeps PMs off stale data.
Categorization, reconciliation, and month-end close — automated. Your CPA reviews, doesn't redo.
Geofenced clock-in. Apprentice hour ratios enforced. DIR-ready timesheets that defeat false off-the-clock claims at DLSE.
Telematics integrated. DVIRs, HOS, IFTA quarterly. Crew + truck dispatch collapses windshield time and ghost-truck idle.
Bid sheets, COIs, change orders, daily reports — captured at source, indexed, and searchable. No more email-chain archeology.
Two minutes. No signup. The full operational footprint Clerxi covers — direct compliance plus indirect savings — modeled against your operation.
Estimates from public-works benchmarks. Direct compliance + indirect operational. Bring your last project on the demo and we'll model it against your real loss runs.
Three voices from across the chain. Names anonymized at customer request — full case studies on the demo.
We caught a $340k change order on day three because the system flagged the 5-day window before our PM did. That one notice paid for the whole year.
My team used to lose three days a month chasing COIs. Now the 90/60/45 cascade auto-fires and renewal nudges escalate themselves. We added 80 clients without adding headcount.
Audit prep used to be a four-week scramble across QuickBooks, Procore, payroll, and the OSHA filing cabinet. Now it's a one-click export. The auditor was visibly confused.
BRIDGE 105 · 06:14 AM“We built Clerxi after losing over $2 million on public works projects — not because we did bad work, but because we missed a 5-day notice deadline buried in page 847 of the Special Provisions.”
Stronger partnerships. Streamlined processes. Longer relationships.
PHOTO · CONTRACTORConstruction, trucking, staffing, restaurant, healthcare. Compliance, claims, insurance, workforce — one platform.
Open contractor preview
PHOTO · BROKERManage 500 clients with the staff of 200. Automated renewals, real-time COI tracking, connected marketplace.
Open broker portal
PHOTO · CARRIERFaster submissions, cleaner data, fewer phone calls. Receive structured applications with verified compliance data.
Open carrier portal
PHOTO · OVERSIGHTMonitor contractor compliance, review certified payroll, verify apprenticeship ratios, enforce prevailing wage.
Oversight portalPublic-works construction is the lead vertical. The other nine are real, but later.
Most contractors lose money not from bad work — but from broken process.
Set up your company, import projects, and connect existing tools. QuickBooks, Procore, telematics — they all plug in.
PHOTO · DASHBOARD ON WALLEvery timesheet, daily report, and COI flows through Clerxi. Deadlines tracked. Compliance enforced. Claims preserved.
When a claim arises, your evidence is already assembled. When renewal hits, your data is already clean. No gaps.
Both. Clerxi is the system of record for compliance documents and approval flows. Modules ingest from QuickBooks, Procore, and DOT systems via two-way sync; you don't have to migrate.
Single-vertical tools cover one regulator. Clerxi consolidates payroll, document generation, e-sign, audit trail, and module-specific workflows in one tenant — built as one system instead of stitched together.
Every query is scoped to a single tenant at the database layer. Row-level isolation, not just app-level. Penetration tests run quarterly; SOC 2 Type II report available under NDA.
Brokers manage hundreds of contractor clients whose COIs, EMRs, and renewals all live as data inside Clerxi already. The broker portal is the same data, role-scoped — no double entry, no data sync.
Document templates are versioned. When CA DAS updates DAS-7 wording, you get a notice in-app, and existing in-flight notices automatically pick up the new template.
Yes — iOS and Android. Field crews can log time, submit DVIRs, and capture incident photos offline.
And exactly where it can be recovered. 30 minutes. No deck. We open the workspace and walk through your data live.