# LEVELSET Reviews
**Vendor:** Procore Technologies  
**Category:** [Construction Risk Assessment Software](https://www.g2.com/categories/construction-risk-assessment-software)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 50
## About LEVELSET
Levelset, a Procore Company, empowers construction industry credit and finance leaders to streamline lien rights management and automate payment processes. Trusted for over a decade, Levelset has protected 8 million projects with over 500,000 users and supported the largest construction suppliers. Solutions save time, resolve payment issues, and mitigate risk. Critical features like Job Radar provide early risk insights, and the research team delivers unparalleled project data accuracy and depth.



## LEVELSET Pros & Cons
**What users like:**

- Users praise the **ease of use** of LEVELSET, highlighting its user-friendly navigation and accessible resources. (16 reviews)
- Users praise the **exceptional customer support** of Levelset, noting quick responses and helpful staff ready to assist. (15 reviews)
- Users find the **customer support team** at LEVELSET incredibly responsive and knowledgeable, enhancing their experience significantly. (6 reviews)
- Users value the **easy access** to resources and support, enhancing their navigation and overall experience with Levelset. (5 reviews)
- Users appreciate the **ease of implementation** with Levelset, thanks to helpful support and user-friendly navigation. (5 reviews)
- Users value the **effective project tracking** of LEVELSET, enhancing payment management and minimizing disputes in construction projects. (4 reviews)
- Users value LEVELSET for its **efficient payment management** , reducing time spent on unpaid settlements and paperwork. (3 reviews)
- Integrations (3 reviews)
- Simple (3 reviews)
- Document Management (2 reviews)

**What users dislike:**

- Users face **difficulties in navigation** and communication with support, affecting overall efficiency and ease of use. (3 reviews)
- Users face **inefficient processes** in LEVELSET, resulting in incorrect information and increased costs for management. (2 reviews)
- Users find the **difficult navigation** of LEVELSET challenging, requiring time to adjust and learn the system. (1 reviews)
- Users report **frustrating email notifications** from Levelset, lacking updates and leading to unclear payment processes. (1 reviews)
- Users experience **inaccurate information** from LEVELSET, leading to increased costs and invalid liens in Florida. (1 reviews)
- Users find the **learning curve steep** for LEVELSET, requiring training and experience to use it effectively. (1 reviews)
- Notifications Issues (1 reviews)
- Poor Interface Design (1 reviews)
- Users report **unprofessional service** from Levelset, citing unanswered requests and unfulfilled payment processes for liens. (1 reviews)
- Slow Performance (1 reviews)

## LEVELSET Reviews
  ### 1. Exceptional Support and Expertise at Every Step

**Rating:** 5.0/5.0 stars

**Reviewed by:** Susie P. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2025

**What do you like best about LEVELSET?**

As a user of the platform, the most helpful aspect is definitely the people.  I have NEVER called and gotten a half-hearted response from anyone I've spoken with.  From the front-end sales to the customer support, every area knows their product, knows how to support it, and knows their customers and the needs they are likely to have.  No question brought to them has ever received a frustrated answer, and believe me, I struggle retaining what I've been shown or told just once, so I know what it feels like for people to become frustrated.  I have NEVER experienced that with anyone from the LEVELSET team.

**What do you dislike about LEVELSET?**

I'm a return user after being away from the LEVELSET for a year or so, and maybe I'm not recalling this issue perfectly, but it seems there was a way to edit information already entered, but the edit button was sort of hidden inside of something else.  It always took me two or three tries to find that edit button.  I often felt it could probably have been a little cleaner or at least more straightforward to find the edit.

**What problems is LEVELSET solving and how is that benefiting you?**

LEVELSET is assisting Sentry with filing a lien on a project in Kansas. As I mentioned previously, our company had been satisfied users in the past, but due to a shortage of work, we made the tough choice not to renew our subscription with LEVELSET. During that time, I continued to use their free online resources to research requirements in different states and to manually monitor jobs where we were concerned about payment. The project for which LEVELSET is now helping us file a lien was one where I had already conducted my own research using their free tools. This allowed us to keep track of the situation and, when the need arose, return to a subscription in order to file the necessary lien.

The transition from being a former customer back to an active one was incredibly smooth—almost unbelievably so. Once again, the support was excellent and the service truly outstanding.

Honestly, I can't say enough good things about LEVELSET. They offer a great product and make the legal aspects of the process easy to understand, so there’s no anxiety about using their platform. I’m genuinely grateful to have access to their services, which help our company succeed!

  ### 2. Exceptional Support and Effortless Navigation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Erika  C. | Accounts Receivable, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 04, 2025

**What do you like best about LEVELSET?**

I appreciate the support and guidance received throughout the implementation process.  The system is easy to navigate and has access to resources from anywhere on the site.  Our implementation manager, Sarah Lubow, made the learning experience fun and informative.

**What do you dislike about LEVELSET?**

I have to remember to login regularly to adjust deadlines as project deadlines change.

**What problems is LEVELSET solving and how is that benefiting you?**

This program allows us in the office to save valuable time.  Instead of researching everyone that needs to be included in notices the research team at Levelset now completes this process for us.  It also saves us the time we spend regularly at the post office mailing notices.  The bookkeeping team now has more time back in our day to work on other important day-to-day tasks.  We know our jobs and payment for these jobs are being protected.

  ### 3. Christian Makes All the Difference!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Karina C. | Administrative Coordinator, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about LEVELSET?**

We've used Levelset for quite a while now, and I have to say that ever since Christian became our rep, the experience has improved significantly. He's always a pleasure to speak with—friendly, professional, and incredibly helpful. Christian is also resourceful and consistently quick to respond whenever I’m unable to reach him right away. His support has made a real difference, and we truly appreciate the excellent service he provides.

**What do you dislike about LEVELSET?**

The pricing can be a bit steep, especially for smaller companies or those with limited budgets. While the value is there, it would be great to see more flexible or tiered pricing options.

**What problems is LEVELSET solving and how is that benefiting you?**

Primarily, it allows us to be notified immediately if the address is incorrect, so we can quickly look into it and provide an alternate location.

  ### 4. We are in our first year and it was a little bumpy but Kitty and her Team came in and are helpful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Heather E. | Accounts receivable, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2025

**What do you like best about LEVELSET?**

I think it is helpful that we can be able to see the deadlines
Shanna Hunt & Katherine Voelker are AMAZING!!!! They are so helpful and on top of things, they sent over the link! I would NOT be able to do what I do without either one!! :)

**What do you dislike about LEVELSET?**

I do not like that we are prompted to send notices 1 to 2 months in advance but it makes you feel like you are late. Slightly stressful!

**What problems is LEVELSET solving and how is that benefiting you?**

They are helping make sure that we are meeting all deadlines on time

  ### 5. Accounts Receivable Specialist

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 28, 2025

**What do you like best about LEVELSET?**

Upsides of using Levelset are the automated reminders, to help you keep on track (for preliminary notices & collections). I have enjoyed the ease of implementation and it is user friendly once you get through onboarding. I work on Levelset daily to keep track of multiple items. Customer support (sales, onboarding & customer service) have all been fantastic.

**What do you dislike about LEVELSET?**

There is not much that I have experienced that I do not like. Documents are kept in order, reminders are showing each day, customer support is quick to respond.

**What problems is LEVELSET solving and how is that benefiting you?**

As a business, sometimes we run into issues with NTO deadlines, and protecting our jobs in a timely manner. 

I import each new project into levelset and I don't even have the opportunity to miss a deadline due to Levelset's daily reminders.

  ### 6. Fast and Reliable Cloud Transfers, An Undeniable Asset

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 11, 2025

**What do you like best about LEVELSET?**

I love the speed and reliability of data transfers to the cloud without stopping the user's work.

**What do you dislike about LEVELSET?**

The cost of the license can become significant for large projects, and some transfer errors require technical knowledge to be resolved.

**What problems is LEVELSET solving and how is that benefiting you?**

He resolves difficulties related to the management of payments and legal documents, particularly in the construction sector.

  ### 7. Fantastic product that is already delivering results!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 24, 2025

**What do you like best about LEVELSET?**

Sarah and Veronica provided very helpful training and support so I didn't feel overwhelmed using a new program.  Levelset is straightforward and easy to use.  We've already been getting paid closer to 30 days now since starting, compared to 60-120 days previously.  We finally feel protected on our hard work.  This is an incredibly helpful program and the support is fantastic!  Highly recommend!

**What do you dislike about LEVELSET?**

There was a lot to learn in the beginning, which is normal for new software.

**What problems is LEVELSET solving and how is that benefiting you?**

We are getting paid faster than we were before implementing Levelset.

  ### 8. It is a software that help businesses to work with large construction company

**Rating:** 4.0/5.0 stars

**Reviewed by:** Rohan T. | Marketing Team, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 12, 2025

**What do you like best about LEVELSET?**

The software mainly helps us in tracking all of our payments details and history that is exchange by Dorto and large construction companies working with us in expanding our business by building large showrooms, it also manages all the legal papers work that are important for the projects on which we are working together for minimising any financial dispute.

**What do you dislike about LEVELSET?**

In every 15 days the bills and overall project status is updated on their dashboard in a ideal case, which makes difficult for us to check weather the payment are done on time or not also paper work which is automatically done by levelset needs a manual check up that wether it is 100% right for the current ongoing project.

**What problems is LEVELSET solving and how is that benefiting you?**

The overall experience with this tool is good so far because every time we needed to work on a new documentation manually which took a lot of time when we didn't signed up to levelset but now all the documents and analysis of project updates and even bills are automatically managed by this platform which made the experience much smoother for us.

  ### 9. I think Levelset is a very helpful online program with great customer support.

**Rating:** 5.0/5.0 stars

**Reviewed by:** marian p. | Senior Accounting Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 20, 2025

**What do you like best about LEVELSET?**

Levelset allows our company to request notice and lien documents with a few clicks.  This is a time saver but mostly due to the legal nature of the documents, the scout research we pay for places a level of confidence as these documents are sent out - research we do not have the manpower to carry in office. The level of customer service you receive from Levelset is very unique and individualized in this world of technology and live chats.  It is nice to be able to develop a relationship with the staff.

**What do you dislike about LEVELSET?**

Pricing is seems high but we appreciate the discounts we receive if we prepurchase.  Onboarding new staff would be most beneficial - possible some training.  It has taken me a couple of years to get familiar enough with Levelset that I am confident enough with Levelset that I can easily perform the duties needed.  This is attributed to the ongoing support of the staff assigned to me.  Generally speaking, once you understand the program - it is fairly easy to use.

**What problems is LEVELSET solving and how is that benefiting you?**

The largest of items that Levelset provides is the additional scout research and the knowledge of their staff to guide those of us becoming familiar with the lien process.

  ### 10. It sends notices for the payment clearance of our company

**Rating:** 4.5/5.0 stars

**Reviewed by:** Swati S. | Business Development Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 24, 2025

**What do you like best about LEVELSET?**

The platform completely functions on browsers which is it's best part, it also automates lots of paper work involved during construction of large buildings and properties. Levelset also helps us in sending legal notices to all the entities who stuck our payments after the the construction is completed.

**What do you dislike about LEVELSET?**

The platform has a large online entry form for doing each entries of the work that we do and it takes a lot of time to fill each column with right details as a slight mistake in the data of procurement can be huge loss for us. So, it needs to be dualy checked my different persons before submitting it.

**What problems is LEVELSET solving and how is that benefiting you?**

The business automation is the main benifit that we have got after installing this platform. Also we are able to save a lot time because sending notices manually one by one to all of our clients was a huge task earlier. Multiple projects and their payment gets easily managed through levelset.

  ### 11. Intuitive time saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tarah  B. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 14, 2025

**What do you like best about LEVELSET?**

Levelset is an easy platform that's intuitive for anyone who knows how to use an Excel Spreadsheet at the most basic skill set.The risk management reports and Texas Letters are my most frequently used features. Customer Onboarding with Sarah Lubow was a flawless experience. Implementation of this process was easy for my billing work flow, and after the first month of letters, it is clear that the integration will be easy too.

**What do you dislike about LEVELSET?**

I have not experienced a downside yet with this platform.

**What problems is LEVELSET solving and how is that benefiting you?**

Levelset solves the Texas Letter requirement problem, which is that it occurs monthly and is a tiresome two-step to do in your billing cycle. Levelset automates this!

  ### 12. Getting Paid

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 31, 2025

**What do you like best about LEVELSET?**

Having Levelset do all the legwork to mail out the lien notices and doing the research has been a real time saver.  The Customer Support we have received from Jonathan Celia was extremely helpful and has been necessary for our success.  We really appreciate all the hard work he put in for us and has always been prompt and responsive to our needs.

**What do you dislike about LEVELSET?**

The downside to levelset is it is not very user friendly without customer support.  Thankfully Jonathan was able to guide us through our various problems we initially encountered

**What problems is LEVELSET solving and how is that benefiting you?**

Levelset is helping us get paid by doing all the legwork to issue lien notices

  ### 13. Very helpful site as well as helpful team members

**Rating:** 4.5/5.0 stars

**Reviewed by:** B L. | HR, A/R, PAYROLL, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 09, 2025

**What do you like best about LEVELSET?**

That you send your data to them and they do most of the uploading and footwork.

**What do you dislike about LEVELSET?**

It's a bummer that it is on the East Coast.  I wish it was on the West Coast.

**What problems is LEVELSET solving and how is that benefiting you?**

Helping me with managing and sending prelims, notices of intent and sometimes liens.

  ### 14. Amazing Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Charlie H. S. | Project Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 25, 2025

**What do you like best about LEVELSET?**

The assistance and knowledge from Carli and Sarah. They are very knowledgeable and helpful.

**What do you dislike about LEVELSET?**

With my current experience, I do not a negative thing to say.

**What problems is LEVELSET solving and how is that benefiting you?**

By sending out intent to lien notices.

  ### 15. The pending payment gets easily cleared with the help of levelset

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anjali K. | Operations Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 30, 2025

**What do you like best about LEVELSET?**

Levelset help our finance team to connect will all of business person who are related with us in the construction of new buildings and property for Dorto Services. The main purpose of installing this tool was to manage all of our dew payments related to our current projects of new branches on which we are working because unpaid settlement always takes extra time and effort and levelset helps us in settling all the payments with proper reminders.

**What do you dislike about LEVELSET?**

Levelset is completely tech baesed software and it will take proper tranning and experience to work on it flowlessly. As the software deals in monetary transactions so it is very important that the person using this tool has proper knowledge about its functionality and I have also felt that their customer support can be improved as they are slow in replying.

**What problems is LEVELSET solving and how is that benefiting you?**

As the software provides free demo before purchasing it's premium plans which helps other users also in understanding the potential use of this tool in ground level. It has definitely helped in clearing our payments and settled all the old bills which is big reason for a stress free environment in the company because large payment always gets settled on time all because of levelset.

  ### 16. Amazing Platform That Protects Your Rights and Gets You Paid

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amy S. | Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2025

**What do you like best about LEVELSET?**

The best things about LevelSet is the ease in setting up our jobs, knowing our deadlines and getting reliable date researched for us.

**What do you dislike about LEVELSET?**

LevelSet can be costly but we have found it to be worth every penny!

**What problems is LEVELSET solving and how is that benefiting you?**

LevelSet is solving problems faced by suppliers and subs everyday - not getting the right information about jobs, getting paid timely, and following state laws to protect our rights.  LevelSet helped us make sure we were protected and since our notices were filed correctly and timely we were able to file a bond claim.  After months of trying to get paid, our bond claim was approved and we collected over $1M that was due to us.

  ### 17. Great Platform That Ensures Payments and Protects Your Rights

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sukanya N. | AR Specialist, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 14, 2025

**What do you like best about LEVELSET?**

Levelset is easy to use to ensure that we as a company have our rights protected, knowing when certain deadlines need to be met, and receiving accurate research information. Anytime we have a questions, our customer support managers are always available to help us!

**What do you dislike about LEVELSET?**

Nothing really to say that I don't like about Levelset

**What problems is LEVELSET solving and how is that benefiting you?**

Protecting our company's rights for payment and lien right management. They are also helping us automate notice delivery for our jobs - which makes our lives a lot easier! Levelset helps us by ensuring our notices are filed correctly and on a timely basis.

  ### 18. The easiest and smooth website to use.

**Rating:** 5.0/5.0 stars

**Reviewed by:** SUSANA L. | accounting assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2025

**What do you like best about LEVELSET?**

The people at level set are awesome, every time I needed help with anything Christian Doucet was so polite and easy to contact he was very responsive with anything we needed. I ran into problems and he was quick to walk me thru the entire thing.

**What do you dislike about LEVELSET?**

There really is not a downside when you have awesome people working for you.

**What problems is LEVELSET solving and how is that benefiting you?**

There is not a specific problem but I'm a new user so with the help of Christian Doucet its going by so smoothly.

  ### 19. Levelset Customer Success Manager - Veronica Bird - Exceptional Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steven L. | Credit Specialist, Building Materials, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 21, 2025

**What do you like best about LEVELSET?**

Levelset follows our projects and has mitigated potential losses for my company with proven success .  Also, support from Levelset Customer Success Managers with strong knowledge of the lien filing process like Veronica Bird, helps me as the the local subject matter expert.  I have no expertise without the help of Levelset.

**What do you dislike about LEVELSET?**

I only have positive feedback from my experiences with the Levelset Portal and the Levelset team that supports their platform.

**What problems is LEVELSET solving and how is that benefiting you?**

Levelset has the ability to follow the lien process in 45 states with success.  Smaller companies like mine would have to hire some very talented people to stay on top of the lien document process for all of our projects.  Levelset fills that void with a quality product.

  ### 20. Levelset Makes My Job Easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Melody H. | Contract Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 23, 2025

**What do you like best about LEVELSET?**

The understanding that my Notice of Intents/Mechanics Liens/Miller Act Claims, Bond Claims, etc  will go out by the due date.

**What do you dislike about LEVELSET?**

A phone number to talk to a LIVE PERSON if my Customer Service Rep is not in.

**What problems is LEVELSET solving and how is that benefiting you?**

Being able to put FireTron Job Number, as well as the Customers Job  Number on our Notices or Bond Claims.

  ### 21. Amazing Product, Service and Agents!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rosie S. | Controller / CFO, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 26, 2025

**What do you like best about LEVELSET?**

I really enjoy how user friendly the app is and how accommodating the team is when I have questions. They almost immediately get back to me with help and that just in priceless. Every level of implementation had experienced professionals that were there to make our transition as easy as possible.

**What do you dislike about LEVELSET?**

Nothing, as of yet. Every question I have had has been handled expediently.

**What problems is LEVELSET solving and how is that benefiting you?**

We do business in multiple states and having to keep track of all the lien laws and deadlines is too much internally, so having Levelset in place has been a huge asset to our company.

  ### 22. Best Overall Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Beth W. | Office Administration, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 28, 2025

**What do you like best about LEVELSET?**

I am always very impressed with how easy it is to use the Levelset dashboard and getting in touch with staff members when I need help is never a hassle.

**What do you dislike about LEVELSET?**

There are no downsides to using Levelset.

**What problems is LEVELSET solving and how is that benefiting you?**

One of my favorite features is deadline tracking. It gives an accurate glimpse all in one place of my upcoming deadlines.

  ### 23. Streamlines Lien Management and Accelerates Contractor Payments--Seamless Support!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jenn A. | Finance Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 17, 2025

**What do you like best about LEVELSET?**

Customization and individualized support

**What do you dislike about LEVELSET?**

Pop-ups & the menu bar that cannot be collapsed

**What problems is LEVELSET solving and how is that benefiting you?**

By streamlining our lien workflow—sending preliminary notices on every job—we’ve already accelerated collection times. Automated date tracking and document generation eliminate manual entry and filing.

  ### 24. great onboarding! easy to use platform!

**Rating:** 5.0/5.0 stars

**Reviewed by:** amy c. | regional credit manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 01, 2025

**What do you like best about LEVELSET?**

in comparing to other platforms - Levelset just made the most sense to my team. They preferred the visual, and flow...and you can't beat the price! The people have also been very easy to work with and forgiving as I have both seasoned and new  AR professionals on my team.

**What do you dislike about LEVELSET?**

sorry - I have nothing to say here there have been no negaitves

**What problems is LEVELSET solving and how is that benefiting you?**

automating the delivery of notices, help with waivers and overall job management.

  ### 25. Easy to track and manager Lien Waivers

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jennifer P. | Accounting Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2025

**What do you like best about LEVELSET?**

The integration with ProCore makes it a breeze by autofilling the job and invoice information.

**What do you dislike about LEVELSET?**

It would be nice to launch it from ProCore when creating customer invoices and reviewing Subcontractor invoices.

**What problems is LEVELSET solving and how is that benefiting you?**

Having previously created lien waivers manually at another company, I was happy to see how LevelSet eliminates the manual entry of each invoice's information. I knew there had to be an easier way :)

  ### 26. I have worked with Levelset for many years now, and they always deliver for my business.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Aaron P. | Senior Credit Analyst, Enterprise (> 1000 emp.)

**Reviewed Date:** June 06, 2025

**What do you like best about LEVELSET?**

The ability to help us automate or lien filings

**What do you dislike about LEVELSET?**

No real complaints. I appreciate the total offering that they provide our company by way of supporting our construction credit, job monitoring, and automation of lien and bond noticing.

**What problems is LEVELSET solving and how is that benefiting you?**

They help our company do all of the construction lien monitoring, from start to finish.

  ### 27. Huge Time Saver That Streamlines Our Workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.)

**Reviewed Date:** December 18, 2025

**What do you like best about LEVELSET?**

Time savings! The research that Scout does is amazing.

**What do you dislike about LEVELSET?**

It took a while to get used to navigating the site.

**What problems is LEVELSET solving and how is that benefiting you?**

Keeping up on all of the different laws in different states.

  ### 28. MDC LV - Procore/Levelset

**Rating:** 5.0/5.0 stars

**Reviewed by:** Oliver  N. | Accounting, Mid-Market (51-1000 emp.)

**Reviewed Date:** May 19, 2025

**What do you like best about LEVELSET?**

Ease of use - and the people I am in contact with who support our team.  the ability to upload our invoices a a great feature.  easy to use and able to walk through this software.

**What do you dislike about LEVELSET?**

I would like to see more reports and ability to toggle into the deadlines.

**What problems is LEVELSET solving and how is that benefiting you?**

the use of the software to get verification and Preliminary Notices

  ### 29. Collections are better than ever

**Rating:** 5.0/5.0 stars

**Reviewed by:** Crystal P. | Controller, Enterprise (> 1000 emp.)

**Reviewed Date:** June 05, 2025

**What do you like best about LEVELSET?**

We don’t have to keep track of lien dates on every project. Our company has 300+ projects open at any given time and hundreds of work orders every month.

**What do you dislike about LEVELSET?**

Some of the customizations we want aren’t available.

**What problems is LEVELSET solving and how is that benefiting you?**

We are preserving our lien rights to every payment. Prior it was spotty at best.

  ### 30. Levelset is a great asset for sending out Preliminary Notices correctly and on time.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 29, 2025

**What do you like best about LEVELSET?**

I like the organization of each job and that each notice is effectively sent to the corresponding company.

**What do you dislike about LEVELSET?**

The downside of Levelset is the difficulty in reaching out to the Scout Researcher whenever there are questions or corrections we need to ask for.

**What problems is LEVELSET solving and how is that benefiting you?**

Levelset is helping  me solve any potential problems our company might have with getting paid for our work.  Being able to send out these notices effectively, with the correct information, is crucial to maintaining our legal business financials.

  ### 31. Must attend if you are trying to practice Notices and Liens

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 27, 2025

**What do you like best about LEVELSET?**

This was the best 30 minutes of Education on Protecting Lien Rights just helps me understand exactly what I need to be doing for our company every month on all jobs. Levelset is very easy to follow and now I feel so much more confident just taking 30 minutes to attend this webinar.

**What do you dislike about LEVELSET?**

I have not found a dislike yet. This is great for subcontractors!!!

**What problems is LEVELSET solving and how is that benefiting you?**

Helping us protect our money for the work we do. You be surprised how quick of a turn around you get when you start to send notices to slow paying customers. When your a small business cashflow is everything. Levelset is great to help you manage your invoices and notices.

  ### 32. Office Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matt M. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 11, 2025

**What do you like best about LEVELSET?**

IT has been a great tool for us to get paid faster and keep all of our releases organized.  Its very easy to use and it intergrates well with Quickbook Online.  You create a Project in Quickbooks online and then you import directly into Levelset saving time and potential errors. Levelset also does Liens with a click of the botton which saves you from taking valuable time away from other things you need to focuse on.  I would reccoment this to any General Contractor, Supplier or Subcontractor.

**What do you dislike about LEVELSET?**

I have not found any downsides to using Levelset.

**What problems is LEVELSET solving and how is that benefiting you?**

It helps us on getting paid faster.

  ### 33. My experience with this company has always been a pleasure

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiuant  B. | Regional Collection Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 27, 2024

**What do you like best about LEVELSET?**

The ability to contact a live person is invaluable. While we can all read and research, we’re not always as knowledgeable about all the laws and guidelines, and finding the right information can quickly become overwhelming. This company stands out by having people readily available to assist, and not only are they helpful—they genuinely enjoy helping, and it shows!

**What do you dislike about LEVELSET?**

If I had to mention something I dislike, it would be that the company is unable to file liens in certain locations, such as Philadelphia. However, they go above and beyond by helping you locate lawyers in Pennsylvania who can assist in completing the lien process.

**What problems is LEVELSET solving and how is that benefiting you?**

Levelset is helping me streamline my collection procedures and ensuring that I am protected when clients attempt to avoid paying for work we have completed.

  ### 34. We've worked with Levelset exclusively for over 7 years.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jay H. | Region Credit Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** May 30, 2025

**What do you like best about LEVELSET?**

They are always eager to fix problems, but those problems rarely arise due to their great work during our initial setup.

**What do you dislike about LEVELSET?**

The only thing I would like to see would be the ability to manually change a notice amount after it is in my "approved monthly notice list"

**What problems is LEVELSET solving and how is that benefiting you?**

Helping us with lien notices and protection in all states, but primarily Louisiana and Texas.

  ### 35. Levelset has been an excellent partner in the management of lien rights for Cemex USA.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kenneth G. | Director of Credit and Collections, Enterprise (> 1000 emp.)

**Reviewed Date:** May 07, 2025

**What do you like best about LEVELSET?**

Levelset's system is easy to use.  They tailored the on-boarding experience to make sure that we captured all the aspects of our lien rights management program.

**What do you dislike about LEVELSET?**

Nothing to say here - I really don't have anything I dislike.

**What problems is LEVELSET solving and how is that benefiting you?**

They are solving the issue of providing a one-stop shop for all of our lien rights management.  Also, reporting capabilities makes it very easy to utilize data to ensure our program is working as expected.

  ### 36. Great APi

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 21, 2025

**What do you like best about LEVELSET?**

Our Lien process used to have gaps and was inconsistent. We took a week to setup automations and tie I to their API and now processes are much tighter

**What do you dislike about LEVELSET?**

API documentation had a couple quirks that were only explain once reaching out to support. Support was great to work with

**What problems is LEVELSET solving and how is that benefiting you?**

Lien process

  ### 37. Easy as 1,2,3

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 27, 2025

**What do you like best about LEVELSET?**

The system is user friendly and gathers all of the lien laws, forms and recommendations in one platform.  The reminders are a life saver as well.

**What do you dislike about LEVELSET?**

Duplication of notices being sent out because the name or address of the owner is in the database slightly different.

**What problems is LEVELSET solving and how is that benefiting you?**

It saves so much time!

  ### 38. Use for prelims

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 26, 2025

**What do you like best about LEVELSET?**

Christian Doucet my rep is my favorite! He is super helpful

**What do you dislike about LEVELSET?**

All good nothing i dislike so far very user friendly

**What problems is LEVELSET solving and how is that benefiting you?**

tracking and setting timers

  ### 39. Effective Resource for Protecting Bond & Lien Rights!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Richard F. | CREDIT MANAGER, Construction, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about LEVELSET?**

While the Levelset platform is very user-friendly, and required minimal onbaording requirements, my Levelset team is the best feature from a customer service standpoint.

**What do you dislike about LEVELSET?**

Our integration is still very new; I have not identified anything I dislike yet.

**What problems is LEVELSET solving and how is that benefiting you?**

Overall my time management in the office has been impacted the most.  I was spending up to a full work week managing my monthly bond & lien notices;  with Levelset I find that I need just a few minutes each day just to review and follow up on any payment reminders, payment updates and lien releases.

  ### 40. Levelset - a great vendor partner!

**Rating:** 5.0/5.0 stars

**Reviewed by:** John R. | Director of Credit, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 19, 2024

**What do you like best about LEVELSET?**

At every turn, from the inception of our relationship, through growing pains, to today, Levelset has been a true partner to Gemaire.  Other vendors talk about delivering best in class customer care, Levelset delivers from day one.

**What do you dislike about LEVELSET?**

Sometimes it is important to be happy that you don't have any issues.  Leveset has been consistently responsive to our needs and has always provided good guidence to our team.

**What problems is LEVELSET solving and how is that benefiting you?**

Managing lien notices and lien dates.

  ### 41. Lien Services

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 29, 2024

**What do you like best about LEVELSET?**

We have recived a call we have requested, within 24 hours just to let us know the lein we have filed back in 2023 was no good.

**What do you dislike about LEVELSET?**

We have submitted a mechanical lein for one of our customers back in 2023. Once we have noticed that the home went on the market, we reached out to Levelset for an update. I have received a call next day, as they do not have a customer service number (you have to request a call). They let me know that we will not be receiving the payment for the lein we have placed as all the necessary steps have not been taken. No one has reached out to us with any updates or any additional requirements that need to done to aquire the payment we have worked for. We were willing to let it go as the lein submittal through Levelset was just under $600.00. Unfortunately, the associate who had reached out decided to hang up mid call. So far, Levelset has not been of any help to us and the service we have received was unprofessional. During our phonecall, they had also mentioned that as of July 2024, they will be withdrawing from any leins and closing down their services as so many of thier customers have reched out with the same issue.

**What problems is LEVELSET solving and how is that benefiting you?**

Levelset is not benefitting me at all.

  ### 42. We couldn't effectively do our job without Levelset

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** October 31, 2024

**What do you like best about LEVELSET?**

Levelset does a nice job taking very complex state statutes and breaking them down to simple, easy to understand concepts and deadlines.  Using their online tools, I've never found a situation that we've been involved in that they didn't have guidance on.

**What do you dislike about LEVELSET?**

At times we have had to follow-up on issues

**What problems is LEVELSET solving and how is that benefiting you?**

Levelset provides a cost effective and timely means to search property records to serve notices  accurately.

  ### 43. Liens invalid in Florida

**Rating:** 0.0/5.0 stars

**Reviewed by:** Alejandro C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 05, 2024

**What do you like best about LEVELSET?**

Awesome system, great visibility, very user friendly.

**What do you dislike about LEVELSET?**

The service itself is not great, they often dont find the right information. They opted for sending information to all of the contacts found for a particular job skyrocketing costs because they were often inefficient at finding the same. After various attempts to point out that they had a fault in their process, all of our open liens in Florida are technically invalid. We mentioned this on several occasions and they refused to listen to concerns way befire this judge ever ruled against them saying that the company was founded by attorneys.

**What problems is LEVELSET solving and how is that benefiting you?**

Levelset promised a very visually appealing and easy to use system for a process that historically has been very manual. While there are many aspects of the notice to owner and lien processes that are still manually, they promise to get the information and send it out in a timely manner so that no legal rights are lost in the construction process. We stopped using them because there were many failures on they information they obtained and how they managed their processes despite us paying for the highest tier of research.

  ### 44. Too little information on what to do if lien bonded

**Rating:** 2.5/5.0 stars

**Reviewed by:** Linda R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 14, 2023

**What do you like best about LEVELSET?**

Not sure I do like the easy access but the need to be more detailed with the full process

**What do you dislike about LEVELSET?**

Not sure needs more info on steps to collect the money

**What problems is LEVELSET solving and how is that benefiting you?**

It just provides general info on various state rules

  ### 45. Helpful and a Time Saver, But There Are Some Drawbacks

**Rating:** 3.5/5.0 stars

**Reviewed by:** Charlene B. | Executive Administrative Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 06, 2022

**What do you like best about LEVELSET?**

You can easily send out pre-lien notices quickly. It is also a great tool for requesting and gather releases from subs.

**What do you dislike about LEVELSET?**

You can not automate the lien release request based on the payment date, only the invoice date.

**What problems is LEVELSET solving and how is that benefiting you?**

I have not connected with tech support in a while, so I am not sure which problems they are solving right now.

  ### 46. Levelset takes care of waiver management for the team!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Chaitra Z. | Business Process Administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** July 07, 2020

**What do you like best about LEVELSET?**

Levelset, if setup properly, well manages the lien waiver and pay application process for subcontractors on our projects.  Our teams are trained on the required initial setup, and then pay application and waiver requests are automatically generated to our subcontractors, they know what they are required to turn in with clear instructions and indications of errors, meaning that our team members don't have to manage this tedious process.  It is done automatically.

**What do you dislike about LEVELSET?**

The initial setup on a project can be tedious and complex, however it is time well spent when the process works the way that it should.  It inevitably shaves hours off of the sub pay application review process each month for each project, the financial and productivity gains associated with this time savings is incredible.

**Recommendations to others considering LEVELSET:**

Get a demo, it is going to impress you, particularly with the available pricing.  Make sure to really utilize the ability to use custom forms when necessary and train your teams to invest in initial setup to make the monthly usage simple and efficient.

**What problems is LEVELSET solving and how is that benefiting you?**

Time management is very difficult for our project teams, they have much that is required to be done in a short period at the end of each month, sub pay application review, development of Owner pay applications, when you add to it the due diligence of reviewing lien waivers from all subs, second tiered subs and vendors on a project to ensure that you mitigate risk, you begin to realize that you will run out of time during that period.  Having to review, list what is missing, train subs on what we require, again and again, can take days sometimes.  Levelset is a true time saver.

  ### 47. Good payment protection

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bettina D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 15, 2020

**What do you like best about LEVELSET?**

- Easily create new projects, a lot of it easy to fill out (google map linked) or drop down menus you select from. They are linked to a lot of databases too so finding a GC is easy, even if you dont have the address ready at hand. 

- Mail delivery is  a must for preliminary notices and they will take care of all of that for you and you can also choose to send it out by email on top of it. 

- It takes a little while to get used to the way the website works, but once you do, its a breeze and you will send out notices within minutes. 

-There's a reminder feature, once you plug in when your work ended, that will automatically tell you when your lien date is coming up and remind you 10 days before so you have time so send a free "notice to intent to lien". You also have options to create free documents like "payment reminders"

- you can anonymously rate payment speed of GC's you work with and will also receive warnings when a project stakeholder has gotten a bad review or a problem has been reported.

- When you do run into problems with payment, they are very helpful in walking you through the lien process step by step. The Call Center is based in New Orleans and the employees are helpful and knowledgeable.

**What do you dislike about LEVELSET?**

- They have two plans for level of research, the Pro research (property owner, legal property description, project type, job site address) and they will check public databases for GC, Surety/Bonding Co. and Lender information if you dont know it but wont guarantee that its correct. They will recommend you upgrade to the better level of research where they make calls to subcontractors / GC and search paid databases.  I wish this was the standard for either plan because if you get the info wrong, you can jeopardize your lien success.

**Recommendations to others considering LEVELSET:**

If you have lots of projects, this is a great tool keeping track of making sure you're sending out the preliminary notices. If you rarely or never have had to file liens, then go with the basic research but if you deal with lots of different GC's you dont have a personal relationship with, maybe opt for the higher level of research.

**What problems is LEVELSET solving and how is that benefiting you?**

you let all parties know that your payment is protected and you're more likely to get paid in time.  Sometimes just sending out a "notice to intent to lien" as a last minute resort before the lien helps you get paid or helps get the ball rolling.

  ### 48. Levelset will help you streamline your Right to Lien process and protect your company.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 06, 2019

**What do you like best about LEVELSET?**

It's very simple and easy to use, and the scout research helps me by drastically reducing my personal research time on projects we're sending right to lien notices to. They upload all of the research documents to show how they found all of the project information and they keep you informed on the research process as well as when documents are sent, and delivered. If a right to lien notice gets returned they notify you and you have the option to resend. Also, they let you chat with their representatives and ask any questions. They always respond within 30 seconds or less. 

**What do you dislike about LEVELSET?**

So far, haven't come across any dislikes, they have done a good job servicing our company. 

**Recommendations to others considering LEVELSET:**

If your business does many construction projects, levelset is the way to go to protect your company and make sure you're paid on all projects. 

**What problems is LEVELSET solving and how is that benefiting you?**

They are getting all of the right to lien notices on time, I am able to see what stage of sending the notices we are in at all times and the transparency is very helpful. The research team helps get any missing information so that the notice is complete when sent out. They will research the owners information, they verify the jobsite address, etc. 

  ### 49. Great Service - New Name (Levelset) 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 15, 2019

**What do you like best about LEVELSET?**

This is an amazing service that makes collecting and sending out waivers and liens so much easier. I can track, send and store all waivers in one place and I don't have to manually input information for each waiver. 

**What do you dislike about LEVELSET?**

Adding in the mailing aspect for those companies that don't use email to collect and sign waivers. Some vendors don't use their email address and if an email is not input then zlien should give you the option to mail the waiver. 

**Recommendations to others considering LEVELSET:**

Great company, great people and great product. This is an overall win win for the construction industry and makes it so much easier to collect, send out and save waivers. 

**What problems is LEVELSET solving and how is that benefiting you?**

Collecting, tracking and storing waivers for all projects and subs. This service has streamlined and made the waiver process so much simpler and faster. I don't have to go through my emails to look for the first email to resend, I can simply resend the waiver. 

  ### 50. Faster and more transparent Lien process.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.)

**Reviewed Date:** September 06, 2019

**What do you like best about LEVELSET?**

Transparency of lien process and being able to search projects.

**What do you dislike about LEVELSET?**

We have not had any issues with Levelset at this time.

**What problems is LEVELSET solving and how is that benefiting you?**

Faster processing time.



- [View LEVELSET pricing details and edition comparison](https://www.g2.com/products/levelset/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-24+15%3A35%3A12+-0500&secure%5Bsession_id%5D=9988735a-221b-48bd-9b51-0e33cefb68a1&secure%5Btoken%5D=002c60040aa50897fdf38219df7f948aea1e0daa99432c77faf6b3f98f9ecbde&format=llm_user)
## LEVELSET Integrations
  - [Azure SQL Database](https://www.g2.com/products/azure-sql-database/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)

## LEVELSET Features
**Logistical Safety Management**
- Regulation Compliance

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