Client Hub
Their credentials. Your liability.
When a subcontractor's insurance lapses or a provider's DEA registration expires, the consequence lands on your business. Client Hub tracks every credential for everyone you're responsible for — and chases the renewals so you don't have to.
Unlimited clients on Team. Mac, iPhone, and iPad.
Subcontractor
Acme Electric Co.
COI — General Liability
12 days
Trade License — Electrical
8 months
Workers' Comp Certificate
Missing
OSHA 10 Card
2 years
Gap detection · Based on General contractor preset
What it does
A compliance dashboard for every client.
Not a CRM. Not document storage. Just the one thing that keeps your client relationships out of trouble: knowing every expiry before it happens.
Missing-document detection
Pick a client's role — subcontractor, provider, driver, agent — and DocFort knows which credentials they should carry. Gaps show up as empty slots, not surprises at audit time.
Import the whole roster
Drop a CSV from your spreadsheet or a contacts file, and every client is created with their documents attached. Existing clients merge by name — no duplicates.
Renewal crunch warnings
When three of a client's documents expire in the same month, DocFort flags the pile-up early so the renewals don't collide.
Per-client compliance reports
Export a point-in-time PDF snapshot for an inspector, insurer, or credentialing committee. Metadata and statuses only — never document images.
Batch renewal reminders
One click drafts a reminder email to every non-compliant client with an address on file. You review and send — DocFort never emails anyone behind your back.
Siri and Shortcuts
“Hey Siri, check compliance for Acme Electric.” Client Hub actions are App Intents, so your existing automations can drive them.
TRY IT / THE CHASE
One click drafts the chase. Watch it write.
The honest comparison
Between the spreadsheet and the enterprise platform.
Enterprise COI and credentialing platforms are the right tool at enterprise scale. A spreadsheet is free until one cell goes stale. Client Hub is for the band in between — where one miss is expensive and a platform contract isn't justified.
| DocFort Client Hub | Enterprise platforms | The spreadsheet | |
|---|---|---|---|
| Built for | 1–50 clients | Hundreds of vendors, hospital systems | Whoever remembers to open it |
| Renewal lead times | Knows DEA needs 60 days, COIs need chasing | Configurable workflows | You calculate them |
| Missing-document detection | Per-role presets | Yes | No |
| Where documents live | Nowhere — images destroyed after extraction | Their cloud | Email attachments, forever |
| Price | From $4.99/mo | Enterprise contracts | Free until the first miss |
One expired subcontractor COI can shift a six-figure uninsured claim onto the general contractor. Vendors don't send renewal notices — someone has to chase them. That someone now has software.
Stop chasing renewals in a spreadsheet
Track 3 clients on Pro. Unlimited on Team. Their documents are never stored.