Case Study: Massei Construction x TrustLayer
From document scavenger hunts to one pane of glass in under two weeks
Why this matters
Luxury construction is built on precision — not just in the millwork, but in the paperwork.
For Massei Construction, a custom home builder serving Silicon Valley’s most discerning clients, every subcontractor document had to be perfect.
Yet behind the scenes, their project managers were losing time to an invisible inefficiency: too many systems, too many searches.
Insurance certificates lived in TrustLayer.
W-9s, licenses, and safety plans? Buried in another tool.
And when projects moved fast — as they always do — every missing document turned into an email scavenger hunt.
That kind of chaos doesn’t fit a company known for craftsmanship. Massei needed one view of every vendor, every file, every time.
Company at a glance
The challenge
Massei’s project managers were working harder than they should have been.
Every time a new subcontractor joined a project, the paper chase began: COIs in one system, licenses and W-9s in another, and safety manuals lost in email threads. None of it was broken — but none of it was connected either.
As a result, project managers were spending 15+ minutes per vendor tracking down files instead of focusing on pre-construction, client walkthroughs, and on-site execution.
It wasn’t inefficiency by neglect — it was the natural friction of growth.
To stay true to its brand promise, Massei needed a compliance experience as seamless as its homes.
The TrustLayer play
1. Dedicated “Pre-Qual” Projects
TrustLayer created standalone Pre-Qualification workspaces, capturing every non-insurance document (W-9s, licenses, safety plans) without disrupting active construction jobs.
2. One Contractor Cockpit
Everything — insurance, tax forms, state licenses, safety manuals — now lives in one dashboard.
Project managers see red or green instantly, no tab-hopping, no delays, no excuses.
3. Show-Don’t-Tell Rollout
Within weeks, a sister company previewed the workflow. They dropped their old document tracker and switched to TrustLayer completely — proof that simplicity scales faster than a sales pitch.
The payoff
Customer voice
The real story here isn’t about software—it’s about space.
For Massei’s project managers, clarity meant more than convenience. It meant room to breathe.
When every document, license, and insurance file finally lived in one place, something else happened: calm returned to the job site.
The 7 a.m. rush before client walk-throughs got quieter. The inboxes got lighter.
And what began as a document cleanup quietly became a culture shift—from reactive paperwork to proactive precision.
Beyond efficiency: why it works
For boutique builders, reputation is currency. Every delay, every missing document, every follow-up email chips away at the polish clients pay for.
By consolidating everything into a single workflow, TrustLayer didn’t just save Massei time — it restored the calm and confidence that define the company’s culture.
The project managers who once chased files now lead with clarity.
And when a sister company adopted the same setup after one demo, it proved something bigger: trust in process scales faster than software.
Frequently asked questions
Q: What problem did TrustLayer solve for Massei Construction?
Massei’s project managers had to manage documents across multiple systems. TrustLayer unified everything into one easy-to-use dashboard.
Q: How fast was implementation?
Under two weeks — with full adoption across all projects and sister company buy-in soon after.
Q: Did this replace their broker or other systems?
No — it connected them. TrustLayer sits between vendors, brokers, and PMs to make sure everyone’s documents are aligned and visible.
Q: What kind of company benefits most from this setup?
High-touch builders, developers, and contractors managing boutique vendor networks who need real-time clarity without enterprise bloat.
Q: What’s next for Massei?
Scaling their pre-qual workflow to include bid tracking and onboarding automation — powered by the same TrustLayer foundation.
Ready for One-Click Visibility?
If your team is juggling logins just to find a subcontractor’s license, it’s time to simplify.
👉 Schedule a 15-minute discovery call — we’ll turn your document hide-and-seek into a single source of truth before your next change order hits.
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