COI Tracking Software Evaluation Checklist

22 questions to ask before you choose a platform.

Most COI tracking platforms look similar in a demo. The differences show up after go-live, in document review, vendor submission, and pricing at scale.

  • 22 questions across 8 categories
  • A fillable comparison grid for up to four providers
  • The one decision to make first: self-service or full-service

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Compare providers with the questions that matter.

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