# Levelset Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Levelset the right Document Management solution for you? Explore 19 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/145317/zlien/reviews --- Levelset 4.2 (19) [View alternatives](https://www.capterra.com/p/145317/zlien/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated February 15th, 2026 # Reviews of Levelset Ease of use 4.1 Customer Service 4.1 ## Showing most helpful reviews Showing 1-19 of 19 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Valerie O. Billing Specialist, Safety Coordinator Construction Used the software for: 6-12 months ### "Loving it!" August 24, 2018 5.0 Using zLien has been one of the best business decisions! As subcontractor and sometimes acting as a General Contractor for private and public jobs, zLien makes the process completely streamlined and painless and most importantly, correct. We haven't utilized the QuickBooks integration feature just yet but we are so excited to give it a try! If you do construction work - get zLien and don't make your office staff wonder if they're doing it right - get with the program! Literally! =) Pros System is very intuitive and easy to use! Cons there is nothing I don't like about zLien Review Source JW Jeremy W. Credit Manager Building Materials Used the software for: 1-2 years ### "The software is great and adds value everyday. What I truly appreciate is the Zlien team, ten stars." August 1, 2018 5.0 Pros The great thing about this software is the ease of use. It provides my teams with much more clarity around the "why" of a notice and allows us the flexibility to decide if we should move forward. The ability to automate any number of notices is extremely helpful. The team at Zlien provides excellent service. Every single person we have talked with has been immensely supportive and works diligently to provide the guidance and answers we need. Zlien has become a central part of our risk and credit management tools as we have grown. Cons I do not have any complaints about the software or team. The only "con" we have is the use of "lien" in the name as it shifts people's perception before they ever review the notices. This is easily overcome thru a conversation with the owner, contractor, or customer and only comes up a limited number of times given the number of notices we send out. Review Source AB Alisha B. VP of Operations Construction Used the software for: 6-12 months ### "Do Not Use Levelset It Is A Scam" June 2, 2023 1.0 HORRIBLE, I am going onto every platform to warn other businesses, this is a scam. Pros Nothing, they did not keep to any of the things they sold us on when we paid 3 thousand dollars. And they will not refund you your money after they screw your business. Cons They sold me on my ability to utilize an attorney to answer my questions- WHICH IS NOT TRUE! You do not have an attorney to answer your specific questions to your business issues. They tell you to go to a "forum" and post an ambiguous question, which cannot be detailed at all. The so called attorney's do not answer your direct questions to your specific needs. Moreover, the assigned representative cannot offer any advise and do not understand Lien laws!!! They will get your company sued for Liening on dates that are not valid. They literally offer so many things that sound great but literally screw up by false information. Not one promise was kept. Review Source RZ Robert Z. General Counsel Construction Used the software for: 6-12 months ### "Zlien is the solid foundation we need under our lien regimen" August 21, 2018 5.0 We had an internal lien process that was cumbersome and not nearly detailed enough. Zlien and the JobSight research team were the solution we needed and they are exceptionally responsive. They are helping build the solid foundation we need under our lien regimen. We highly recommend their service! Pros Zlien is software PLUS! The value added customer service provided by everyone I have interacted with in customer support has been a huge win for us. Especially our Account Manager! the support is a rock star and checks in when our account has been quiet for too long I appreciate very much that there's another set of eyes assisting us with our lien process. We also subscribe to additional JobSight research which saves me a ton of time and worry. Their work product is solid and turns time is fast. Cons For the first months there were a couple of pesky UX issues, like forms that would loose all of the details you would populate if you accidentally clicked outside the form or had to leave the site. These issues were recently fixed! Review Source KH Kelsey H. AR Specialist Construction Used the software for: 6-12 months ### "Time Saver" July 14, 2022 4.0 Levelset customer service has been pretty good and the product itself is fairly easy to use and implement. The time it saves is AMAZING! Pros This software saves us so much time when it comes to creating documents and sending them out certified mail. This allows us to focus on collections more and other aspects of accounting. Cons The verbiage in it can be quite confusing. Claim on Bonds are called 3 month notices and some even have the "lien" verbiage in them. Now that we understand better how Levelset refers to their documents it is getting easier, but definitely takes some getting used to. Review Source MS Misty S. Office Manager Construction Used the software for: 6-12 months ### "Time Saving" August 21, 2018 5.0 I'm very happy with Zlien! The support I receive from my contact is outstanding, I have a dedicated contact and that is fantastic. I can get a hold of the team without any issues and addressing any questions I have. The team goes above and beyond for me which is rare these days! the team actually has kept in contact with me and made sure I had everything I needed to use the system properly and without problems. Pros The use of all the features. I was able to use the waivers and attach those to my billings which cut my time I usually spend billing. Entering the information for a lien is always verified by research thru Zlien so the lines are processed correctly. I'm made aware of all deadlines that are approaching regarding liens, payments, etc. Please don't put off using this service; I was amazed at the ease of use and how they have literally made preliminaries, waivers, and notices a no brainer. Cons All users should receive alerts, not just one so the deadlines are never missed. Review Source JG Jeanie G. Owner Construction Used the software for: 1-2 years ### "Beware of terms and price" March 15, 2024 3.0 Horrible experience and this is not a good match for any small business. Pros The idea it is meant for but it did not meet any of my expectations Cons How challenging it was to use and implement Reason for choosing Levelset A friend referred us an liked it, but she has a very large company. Review Source AF Angie F. Accounting Building Materials Used the software for: 1-2 years ### "They've helped my company save so much money" August 7, 2018 5.0 I've not had an issue. If my representative is not available the other employees are more than experienced to help me and therefore there is no lag time with getting questions answered. Pros Ease of use, customer support, the "can do/help" attitude. Cons They have a newer update that they are working the bugs out of but is constantly improving. They appreciate feedback to things that either don't work correct or maybe need to be customized/allowed to better suit their customers. Review Source JV Jennifer V. Construction Accounting Administrator Construction Used the software for: 6-12 months ### "Best change I have made." August 23, 2018 5.0 Customer Service is so great! They follow up on stuff were so many companies now days do not. They are time sensitive awared and so curious. Pros The software is very easy to use and the information is great and the fact that it can be customized is awesome. Cons The projects are listed as i put them in and searching can be a bit difficult so it they were in alphabetical order it would be so much nicer. Review Source VG Vanessa G. Account Manager Construction Used the software for: 1-2 years ### "Only of its kind" August 23, 2022 4.0 Pros I learned about the documents that are required to protect payment. They do some investigating and you do have a rep assigned to you. Cons The lien I placed through this software was wrong and a lawsuit was used due to Levelsets error on how the lien was made. Also, I wish they could email when a monthly notice needs to be made. And lastly, I paid an extra few hundred to know when a job is not secure, but whether you pay or not, you have the same information, which I feel is kind of a scam. I wish since I paid they told me who placed a lien or monthly notice or just gave more info. Review Source JV Jessica V. AR Accounting Used the software for: 1-2 years ### "Accounts Receivable collections specialist " August 24, 2018 5.0 I have had a very positive experience with Zlien Pros The Software is easy to navigate and easy to use Cons There are occasional errors and glitches. Review Source JJ John J. VP of Finance Construction Used the software for: 6-12 months ### "The ease of implementation and use of zlien" August 21, 2018 5.0 The team was helpful and professional through design and implementation as well as post implementation. A quality group we are proud to say we do business with. Pros The software and the implementation team easily walk you through the process, insuring a quick adoption rate on using the tools to improve collections. Cons The time it takes to get implemented went a little long, but that was due to some specialty circumstances that had to be programmed as well as refining our import files. Review Source CK Clay K. VP Used the software for: 1-2 years ### "Effective lien tool for contractor industry" March 10, 2018 4.0 Pros Easily understand the rules and regulations for liens by state, and apply for required documents very quickly Cons Interface is a little unclear, even the refresh. It would be better to filter projects by different qualities and save dashboards Review Source MJ Mark J. Credit Manager Construction Used the software for: 1-2 years ### "Credit Manager" September 4, 2018 4.0 Zlien gave us an additional option for pre-lien/LIens.. Pros Ease of use and searchability of jobs and having documents available on line.. Cons Changes made are not always easy to adapt to.. Review Source DS Donna S. Office Manager Construction Used the software for: 6-12 months ### "Great Tool!" August 24, 2018 5.0 Very happy we signed up it has helped with our collections Pros The ease of using it and closing things out when paid are easier then other programs Cons I enjoy the program overall , It serves it purpose and gets the job done Review Source JA Jill A. Business Manager Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Zlien, now Levelset" March 29, 2019 5.0 Their technical support is amazing. A real person always answers the phone, and you leave the conversation feeling like you got all the answers. Pros We were able to add a customized letter to the "canned" notices to personalize our message. Cons We didn't purchase the entire software package at first, thus we had to do a little leg work ourselves. Can be time-consuming. Review Source SG Stan G. Director Construction Used the software for: Less than 6 months ### "Highly Recommend" August 21, 2018 5.0 Easily and efficiently send out monthly notices without causing too much overload on my staff. It's working well so far. Pros Great customer service and product team that are very concerned about customer success Cons So far, no issues. I just had a recommendation to include an export that includes data by invoice numbers so I can import invoice balances easily. I was told it would be reviewed and hopefully added soon. Review Source AB Angela B. CFO Wholesale Used the software for: 6-12 months ### "CFO" August 27, 2018 4.0 My overall experience was a good one. There was a hiccup in changing reps in the middle of implementation. Once that was taken care of everything got ironed out. Pros For the most part it is very user friendly. Cons If you don't get your settings done correctly the first time it is very difficult to understand how to fix it. It requires a lot of baby sitting if things are not flowing correctly. Review Source RD Roy D. President Architecture & Planning Used the software for: Less than 6 months ### "Do not use this service!" March 11, 2022 1.0 The people running this company are lazy and unprofessional. Not only do they have inferior communication skills, but they also are entirely unreliable. DO NOT USE THIS SERVICE! Pros Nothing. This whole service is a mess, not worth the time or the money. Cons I did not like anything about this service. Review Source Similar Products Featured