Progress claims require manual data collection, calculation, and document creation across multiple systems and approvals. Errors in claim calculations and lengthy approval cycles delay cash flow and create rework.
Automation extracts completion data, calculates entitlements against contract terms, generates compliant claim documents, and routes them for approval. Claims move from milestone to invoice in hours instead of days.
The full workflow, from trigger to completion.
A project milestone is marked as complete in the project management system or a monthly billing date arrives.
The automation retrieves project details, work completed, quantities, and any change orders from the project management system and linked spreadsheets.
The automation retrieves the contract payment schedule and milestone definitions or a document repository.
The automation calculates the claim amount based on work completed, contract schedule, retention clauses, and prior claims, applying business rules and validation.
The automation generates a compliant progress claim document in PDF format, populated with project details, claim amount, schedules, and certification statement.
The claim document is sent to the project manager and finance manager via email for review, with a structured approval request.
Once approved, the automation creates an invoice linked to the project, with the claim amount and supporting claim document attached.
The invoice and progress claim are sent to the client, with payment terms and due date clearly stated.
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