Reliable Tool for Managing Lien Compliance
February 09, 2026

Reliable Tool for Managing Lien Compliance

Crystal Parker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Levelset

We implemented Levelset 2 years ago. At any given time we have approximately 300 large and small jobs going on and we use Levelset to send reminders, monthly notices, liens and bond claims. Prior to Levelset we did not preserve our lien rights.

Pros

  • Tells us when notices are due and when to file liens.
  • Tracks all job information pertinent to lien rights
  • Gives us a wealth of information and training

Cons

  • We had a lot of issues with the customer set up. With the way the integration worked, we had 3-4 owners on a job, when it should have just been one. We were paying a large amount on postage. We sent one GC 9 monthly notices, in one month.
  • I've been trying to get an understanding of what areas in Levelset we AREN'T using and it's been difficult to get an answer. I know we are missing projected revenue and that is a pretty big piece.
  • We have protected our rights on MILLIONS of dollars where before we just let them go.
All of the information is there at your fingertips. If I think it's odd that we are submitting a lien on a job, there is an information button that will tell me exactly why and 99.9% of the time, I was misunderstanding something and Levelset was right.
Levelset is a Procore software, but we did consider it AFTER we got Levelset. We implemented Procore on our project side and chose to stay with Levelset. It's easy to set up, make changes, and understand.

Do you think Levelset delivers good value for the price?

Yes

Are you happy with Levelset's feature set?

Yes

Did Levelset live up to sales and marketing promises?

Yes

Did implementation of Levelset go as expected?

Yes

Would you buy Levelset again?

Yes

Levelset has completely revolutionized our lien process and protecting our rights.

Levelset Feature Ratings

Accounts Receivable
10.0
Automatic Reminders
10

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