SaaS workflow / compliance / document review

CertPilot

A certificate-of-insurance compliance app for property managers and general contractors. The core product question is operational, not decorative: can this vendor work, be renewed, or get paid right now?

View repo

What it tracks

Vendors, organizations, certificate requirements, uploaded documents, and renewal requests.
Calculated compliance status such as approved, expiring soon, expired, blocked, or needing review.
Public upload links for vendors and internal review screens for property or contractor teams.
Audit history for vendor edits, document uploads, reviews, status changes, and outreach.

Compliance flow

Documents become an operational yes, no, or not-yet.

CertPilot works because the process is explicit: collect the document, compare it against requirements, route review, update status, and preserve the decision trail for the next renewal cycle.

Upload

Vendor submits COI

Public upload links keep intake simple without exposing the internal app.

Extract

Fields become data

Dates, coverage limits, policy types, and missing fields become reviewable records.

Compare

Requirements are checked

Templates decide whether coverage is approved, expiring, expired, blocked, or incomplete.

Review

Team resolves exceptions

Ops users approve, request renewal, or explain why a vendor cannot proceed.

Audit

Status feeds the next cycle

Renewal reminders, decision history, and compliance status stay tied to the vendor record.

System shape

The application is built as a Vite and TypeScript front end with Supabase-backed auth and data. It includes a local demo fallback so the vertical slice can still be explored without a configured production database.

Main app logic in TypeScript modules under src/main.ts and src/lib/certpilot.ts.
State management and demo fallback support through a local state store.
Requirement template forms for different compliance needs.
Vendor detail views, review pages, and upload workflows.

Document intelligence

CertPilot includes logic for extracting and comparing document fields against requirements. The useful product surface is not just storing a PDF; it is turning policy dates, coverage requirements, missing fields, and review decisions into a clear status that an operations team can act on.

Workflow details

Draft renewal and update-request emails when documentation is missing or stale.
Show whether a vendor is approved, expiring soon, expired, or blocked.
Support public vendor upload flows without making the internal app public.
Keep review decisions tied to an audit trail instead of buried in email threads.

Why it belongs

CertPilot is a clean example of domain software where the interface has to reduce ambiguity. It turns a messy operational process into a status model, a review queue, and a record of why a vendor is allowed to proceed. That is the same systems work as component platforms, just pointed at compliance operations.