Know what is complete before the work starts

Bring requirements, documents, and eligibility checks into one operating record. Identity, agreements, credentials, insurance, and background-check status stay connected to each worker and engagement.

Back to Onboard & verify workers

Customers running contractor operations on Wingspan

  • Teladoc Health
  • CRU Group
  • Pacesetter Claims
  • Pacify
  • Patriot Claims
  • Omni Interactions
  • BELAY Solutions
  • Octave

Set requirements for the work at hand

Set requirements by role, location, client, program, or engagement, and each worker sees only what applies. See what is submitted, missing, expired, waiting for review, or blocked by an exception.

HarborviewRequirements by worker type
1099W-2AI agent
ID verification
Tax form
Form I-9
Payout method
Owner & permissions
Each worker sees only what applies

Follow each requirement through a clear decision

Wingspan keeps the submitted document, applicable rule, review, correction, and eligibility change on the worker record, so your team can show what changed, who reviewed it, and when.

Oct 28 · 9:14 AMRN license submittedBy Jocelyn Meyer, RN
MO
Oct 29 · 2:03 PMException reviewedM. Osei, Compliance
Name on licenseJocelyn M. Meyers
DecisionName variant accepted
Oct 29 · 2:04 PMMarked eligible
Export

Use the right verification workflow

Run screening, validate insurance, match identity with liveness, use Wayfinder AI for document review, and add human approvals where a requirement needs one.

app.wingspan.app/requirements
New requirementChoose a verification workflow
Background checksCriminal, license, and drug screening
Insurance verificationCoverage, limits, and expiry
Identity verification with livenessID scan and live selfie
Wayfinder AIDocument review that explains flags
Requirement approval workflowsA person signs off

Let AI handle routine document checks

Wayfinder AI reviews supported documents, explains what needs attention, and leaves meaningful decisions with your team.

Document checks · this weekWayfinder review30 licenses, COIs, and W-9s
Cleared27
To review3
Your reviewWayfinder explains each one
Jocelyn Meyer
License name differs from W-9
Mismatch
Dana Kim
LVN license expires Oct 31
Expiring
Martin Rosser
W-9 is not signed
Missing

See how customers put Wingspan to work

CRU Group

Customer case study

CRU GROUP turns to Wingspan to transform 1099 experience and onboard contractors 2x faster

Read case study
Pacify

Customer case study

From 4 Systems to One: How Pacify Cut Onboarding Time in Half and Built a Foundation to Scale with Wingspan

Read case study
Patriot Claims

Customer case study

From an All-Day Payments Process to a Quick Morning Task: How Patriot Claims Consolidated Contractor Operations with Wingspan

Read case study