Compliance & AI.
One platform.
Compliance automation, AI employees, voice receptionist, and workflow orchestration —
everything you need to run your practice.
Two products. One ecosystem.
Need compliance? AI? Both? Pick what fits — they work better together.
Compliance Vault
Automated compliance for HR, insurance, and probate — intake, audit trails, document management, and regulatory reporting.
- Automated intake & document collection
- Immutable audit trail
- Monthly compliance health reports
- Secure client portal
AI Platform
Voice receptionist, AI employees, multi-channel messaging, and workflow automation — run your entire front office on AI.
- AI Voice Receptionist
- AI Employee Suite
- Multi-channel messaging
- Smart scheduling & workflow automation
Need both? Get the bundle — save up to £2,000/mo
Combined compliance + AI at a discounted rate.
See bundle pricingEverything you need for
compliance automation
Eight integrated modules. One platform. Zero compromises.
Automated Intake
Smart intake forms that adapt to each vertical. Clients submit once, you get a complete compliance file.
Document Collection
Automated requests, reminders, and verification. No more chasing clients for that one form.
Compliance Automation Agent
Handles compliance follow-ups, document chase sequences, and regulatory status checks — 24/7.
Compliance Audit Trail
Every action logged, timestamped, and immutable. Ready for FCA, SRA, or ICO inspection.
Monthly Health Reports
Automated compliance health reports. Risk scoring, gap analysis, and trend tracking.
Secure Client Portal
Dedicated client dashboard for case status, documents, and secure messaging — compliance-ready.
Compliance Workflows
Drag-and-drop builder, conditional branching, SLA timers for compliance processes. No code required.
Compliance Analytics
Real-time visibility into case progress, team performance, and portfolio compliance status.
How it works
Three steps from assessment to ongoing compliance — on your timeline.
Assess
We map your existing compliance workflows and identify exactly where automation eliminates bottlenecks. You get a detailed audit and automation roadmap.
Automate
Your compliance portal goes live with automated intake, document workflows, and an AI Employee handling follow-ups. Typically 2 weeks from kickoff to go-live.
Maintain
Ongoing compliance health reports, automated audit trails, and quarterly strategy reviews ensure you stay ahead of regulatory changes — without the overhead.
See pricing
Transparent pricing for Compliance Vault, AI Platform, and bundled plans — no hidden fees.
View PlansReady to transform your operations?
Book a free consultation. We'll map your workflows and recommend the right product — compliance, AI, or both.