Platform Capability

Deliver every project on time.

Break compliance work into projects with milestones, budgets, and assigned teams. Track progress in real time and never miss a deliverable.

Capability Deep Dive

Project management built for compliance

Purpose-built for audit engagements, license renewals, and regulatory filings -- not generic project management.

Milestone Tracking

Define milestones with deadlines, owners, and budgets. Track completion status and get alerts when milestones are at risk.

Budget Management

Set budgets per milestone with full breakdowns. Track actuals vs. planned and export financial reports for client billing.

Team Capacity Planning

See who's overloaded and who has bandwidth. Assign project members with visibility into their workload across all projects.

Project Dependencies

Map dependencies between projects and milestones. Understand what's blocked and what needs attention to keep things moving.

Project Documents

Attach documents directly to projects and milestones. Everything your team needs is in one place -- no more digging through emails.

Findings & Issues

Log findings, risks, and issues as they arise. Track resolution status and link them to specific tasks or milestones.

Use Cases

How businesses use compliance projects

Audit engagement management

An accounting firm manages 50+ audit engagements simultaneously, each with multiple milestones, document requirements, and team members.

  • One project per audit engagement with client-specific milestones
  • Budget tracking per milestone for accurate client billing
  • Team capacity view prevents over-allocating staff
  • Findings log tracks issues discovered during the audit

License renewal programs

A corporate group manages annual license renewals across 12 entities, each with different regulatory requirements and deadlines.

  • Project templates for common renewal types
  • Milestone deadlines synced with regulatory calendars
  • Dependency tracking when one renewal depends on another
  • Status dashboard shows all renewals across entities

Regulatory implementation projects

A business implements new regulatory requirements (e.g., GDPR, AML) across all entities with a structured project plan.

  • Cross-entity project with per-entity milestones
  • Task assignments with SLA deadlines and escalation
  • Document collection linked to specific milestones
  • Progress reporting for board-level visibility

Deliver compliance projects on time, every time

Structured project management designed for compliance teams. 14-day free trial, no credit card required.