Manage unlimited clients from one platform. AI-powered delivery across 22+ frameworks, complete time tracking and billing, seniority-matched resourcing, Gantt scheduling, automated assignment notifications, and client/auditor portal access — all with complete client isolation.
Revenue potential at Professional tier — AI delivery, pre-built frameworks, and 5-10x client capacity per consultant.
Pre-built frameworks, AI document generation, 70+ templates per framework, and 2,304+ activity-to-control mappings eliminate repetitive work.
Document generation, framework guidance, evidence recommendations, and gap analysis — Claude API with client context passed automatically on every task.
Deliver multiple certifications efficiently — complete ISO 27001 and automatically satisfy SOC 2, NIST CSF for your clients simultaneously.
Complete client isolation with firm_id filtering — your consultants see only their assigned clients. Full visibility for firm admins across all engagements.
Every task in every framework carries a seniority_required field — enabling precise consultant assignment, accurate rate-card billing, and maximum engagement margin. Match the right expertise to the right work.
Full Gantt scheduling at project and process level — show clients exactly how their certification timeline looks and manage delivery across all engagements simultaneously from one dashboard.
When tasks and activities are assigned, the assignee receives an immediate, professionally branded email — keeping your consulting team and client stakeholders moving without manual follow-up.
Every AI feature passes the client's framework, tasks, and context automatically — so AI assistance is always relevant to the specific client engagement you're delivering.
Generate client-specific policies, procedures, plans, and evidence documents. Client context, framework, and requirements automatically passed — each document is tailored to that client's sector and scope.
Contextual recommendations for every task across all 22+ frameworks. AI explains control requirements in the client's specific industry, size, and operational context — $500K+ of consulting expertise on demand.
631+ control correlations let you deliver multiple certifications efficiently. Show clients exactly how ISO 27001 work simultaneously satisfies SOC 2, NIST CSF, and other requirements.
Build trust and reduce status calls by giving clients real-time project visibility. Streamline audit delivery with purpose-built auditor access to evidence packages — both at no extra cost.
Complete document lifecycle across all clients — version control, approval workflows, 70+ templates per framework, and AI document generation. Every client's documents fully isolated.
Each framework ships with 70+ professionally structured templates across 7 categories — ready to customise and deploy for any client. Create additional firm-specific templates shared across all engagements.
Deliver ISO 22301, ISO 27001, SOC 2, NIST CSF, GDPR, HIPAA, ISO 42001, PCI DSS, OSFI, and 13 more from one subscription. No per-framework licensing.
Professional package: modest platform investment → $150-300K/mo revenue potential with AI-assisted delivery and 5-10x client capacity increase. Every consultant is amplified by pre-built frameworks, AI, and $500K+ of methodology.
AI-powered delivery, multi-client management, seniority resourcing, Gantt scheduling, assignment notifications, client portals, and 22+ frameworks — purpose-built for consulting firms