Starter
Everything you need to record and evidence one firm's compliance work — one board, up to 3 users.
- Compliance hub, registers & People (SM&CR)
- Dashboard, firm-wide calendar & document storage
- AI Executive Summary — the one-page board briefing, on demand
- Email reminders for anything due
- Core form templates — the 8 registers & 2 attestations every firm keeps
- Custom form builder — build any form your firm needs
- 1 board · up to 3 users