STEP 1
Connect your company’s AI account
Sign in and open Builder Agent. A company Owner or Admin enters the company’s OpenAI API key in the connection box and selects Connect company OpenAI key. Wait for the Connected message. You only need one connection for the company—not a key for every employee.
Builder Agent is optional. OpenAI bills your company directly at its standard API rates, with no markup from ContractorComply. Never put your key in an uploaded document or a chat message.
Open Builder AgentSTEP 2
Find work with the same AI connection
Your company connection also powers Opportunity Finder. Open it, choose the type of work and area you want to search, review the search controls, and start the search. It can return opportunities from SAM.gov, state and local procurement, and public bid boards.
Open the original notice to confirm the deadline, scope, and submission instructions. Analyze a selected result when you want a closer look. Search and analysis use your connected AI account; a result is not a guarantee of eligibility or an award.
Open Opportunity FinderSTEP 3
Add your company and project documents
Choose the complete project package. You can select several files, then return to add another batch before starting. Include your company details, insurance, W-9, signed contract or subcontract, plans, specifications, schedules, and any other relevant supporting documents.
Check the file list and remove duplicates or incorrect versions. Selecting files does not start AI analysis. When the package is ready, select Build Project — Analyze All Files Once.
Add your documentsSTEP 4
Answer questions and make corrections
Builder Agent reads the package and prepares your company and project information. Check which company or trade name is doing the work and whether you are the general contractor or a subcontractor. Answer its questions, then select Apply Answers to Project Draft.
Need to add something? Choose more supporting documents, then select Add All Files & Recheck Once. You can also ask questions or request corrections in Builder Agent. Preview, replace, or remove uploaded sources when needed.
Review your packageSTEP 5
Review and finish setup
Select Package Complete — Continue to Final Review. Check names, project scope, dates, requirements, and the proposed document locations. Builder Agent can suggest company details for blank fields; it does not silently overwrite saved company information. Confirm any proposed trade name belongs to your company.
When everything is right, finish project setup. Included reusable documents are filed in the Vault, and job-specific documents are connected to the project. Review the saved result. Approval of setup is not a certification that your company meets every requirement.
Open the Compliance VaultSTEP 6
Use ComplyWatch for your daily review
Open ComplyWatch to see missing, overdue, expiring, and review-needed records identified from your saved information. Follow an issue to its record, add the missing information or document, and confirm the status updates.
Keep adding documents and reviewing requirements as the job progresses. Prefer to enter things yourself? Project Workflow provides a guided manual path without an AI connection.
Open ComplyWatch