How it works

From upload to audit trail in under an hour

No implementation project. No professional services. Three phases — your team is fully operational the same day you sign up.

Phase 01
Build your SOP library

Upload, organise, and index your procedures

Everything starts with your existing documents. Drag in PDFs or Word files and the platform handles the rest — full-text indexing, version tracking, and library organisation happen automatically.

Upload PDF or Word documents

Drag and drop or browse. The platform accepts PDF and DOCX files up to 50MB. Multiple files can be uploaded in a single batch.

PDF · DOCX

AI-assisted summary and categorisation

Each document gets an automatic summary and suggested category. You review and confirm — no manual tagging required.

Auto-indexed

Organise into libraries

Group documents into shared workspace libraries by department, function, or process. Team plan workspaces get unlimited shared libraries.

Team plan+

Break procedures into steps (optional)

Use the SOP builder to convert a procedure into numbered steps. Staff then follow and confirm each step individually, with their completion logged automatically.

SOP steps builder
Phase 02
Set up your team

Invite staff and assign what they need to read

Invite team members via email and assign documents for formal acknowledgement. Every person gets role-appropriate access from day one — no manual permission configuration required.

Send email invites directly from the platform

Enter an email address and select a role. The person receives a secure invite link, sets their password, and gains access immediately.

Assign documents for acknowledgement

Select any document, choose one or more staff members, set an optional due date, and hit assign. The team member is notified and their acknowledgement is tracked.

Two roles — Manager and Consultant

Managers upload, assign, and see the compliance dashboard. Consultants search, read, acknowledge, and complete steps. No configuration needed.

Manager approval flow

Staff who self-register to join your workspace are held in a pending queue. You review and approve before they gain access.

Department filtering

Assign each user to a department. Documents can be filtered by department so staff only see what's relevant to their role.

Phase 03
Daily operation and compliance

Search, execute, and prove compliance — every day

Once your library and team are set up, the platform runs itself. Staff find procedures instantly, managers track compliance in real time, and every action is automatically recorded.

Full-text search — results in under a second

Staff type a keyword, phrase, or procedure name. Results come from the full text of every indexed document — not just titles or tags. No training required.

Follow steps and confirm completion

Structured procedures show each step in sequence. Staff check off each one with an optional note. The entire session is logged against the user and timestamp.

Immutable audit trail — always on

Every read, acknowledgement, step completion, upload, and login is logged automatically. The audit trail is tamper-evident and exportable to PDF at any time.

Immutable · Export-ready

Compliance health score — live dashboard

Managers see a 0–100 compliance score updated in real time across six factors: acknowledgements, reviews, incidents, tasks, staff activity, and SOP completion.

Team plan+
Roles

Two roles, clear responsibilities

Every workspace has managers and consultants. Permissions are set automatically — no configuration needed.

Manager

Compliance owner, team lead
  • Upload and manage all documents
  • Assign documents to team members
  • View compliance health score and gaps
  • Create and assign tasks and incidents
  • Export audit trail and compliance reports
  • Invite and approve team members

Consultant

Frontline staff, team member
  • Search the full SOP library
  • Read and acknowledge assigned documents
  • Follow and confirm procedure steps
  • Log incidents and complete tasks
  • Save favourites and personal libraries
  • Message teammates via workspace chat
Security

Built secure from the ground up

Every workspace is isolated. Every piece of personal data is encrypted at rest.

AES-256 encryption at rest

All PII — email addresses, names — is encrypted in the database. Readable only by the owning workspace.

TLS 1.3 in transit · HTTPS only

All traffic is encrypted in transit. HTTP requests are automatically redirected to HTTPS. HSTS enforced.

WAF · Rate limiting · Lockouts

Web application firewall blocks injection attempts and scanner tools. Login locked after 5 failed attempts.

Ready to get started?

Your workspace is ready in minutes. Upload your first SOP, invite your team, and you have a full audit trail from day one.

No credit card required  ·  14 days free  ·  Cancel anytime