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Send Escalation Docs
Most contractors and suppliers send escalation notices if they are not paid on a construction project. Typically, this document is the second step in a 3-step process to getting paid. Read more here: What is a Notice of Intent to Lien and Why Should I Send One?
First, figure out if you have an Escalation Notice requirement on your job. Click here to learn more.
If you aren’t required to send an escalation notice, it’s still good practice to send a warning letter before filing a claim. These notices are usually very effective at helping you get payment without having to resort to filing a lien.
Start your document order. Click the Create Document button from the Deadline section on the project page.
Helpful Hint: If you don’t have an active notice deadline, you can still order an escalation notice. Hover over the Create button in the navigation menu on the left side of the page and select Document/Waiver. Then select Notice of Intent to Lien.
Helpful Hint: If you are working in Texas, Louisiana, Tennessee, or New Hampshire, we strongly recommend using Levelset’s Deadline Tracking features to order the right monthly notice documents. Most Levelset customers in these four states use a tool called the Monthly Notice Queue to order all their notices each month. If you don’t have this feature but are interested in setting it up, reach out to your Levelset Account Manager to learn more.
Levelset will walk you through the steps of ordering the notice, including choosing which project you want to protect, choosing the right kind of notice, and filling in required project details.
On the last step, select the document recipients you wish to receive a copy of the notice. All required notice recipients will be selected by default.
Documents will be sent to required parties in accordance with the state statute (usually certified mail or certified mail return receipt) and non-required parties can receive the notice by email or first class mail.
Finally, check the estimated mailing date (calculated above the document preview) and turn on one-business day Rush processing if you need it to get out the door faster than 2-5 business days.
When you’re ready, click Create Document.
Next Steps: You can track your order under the Documents tab of the navigation menu. You should also keep an eye out for research alerts pertaining to your order. Learn more about research alerts here.