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Use cases

Compliance, audit, security and risk

Policies, controls, audits and the evidence behind them. 233 use cases in 13 sections.

42 included free191 Enterprise add-ons

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On this page: 13 sections

233 use cases

SOC 2 and ISO 27001 audit evidence

Builds auditor-ready evidence packs, control-to-evidence maps and readiness checks for SOC 2, ISO 27001 and similar audits.

1 included free15 Enterprise add-ons

  • SOC 2 and SOX document cross-checks

    Cross-references SOC 2 and SOX compliance documents to find contradictions before an audit.

    Included freeHow to use it: SOC 2 and SOX document cross-checks→
  • SOC 2 and ISO 27001 evidence packs

    Maps raw evidence to SOC 2 and ISO 27001 controls and assembles auditor-ready evidence packs with their written narratives and policy documentation, flagging gaps honestly instead of hiding them.

    Enterprise add-on.
  • SOC 2 and ISO 27001 readiness audits

    Audits security policies, disaster recovery plans, penetration test reports and evidence logs against SOC 2 and ISO 27001, producing a readiness report that flags missing evidence and practice contradicting policy.

    Enterprise add-on.
  • SOC 2 evidence indexes

    Maps labelled evidence to SOC 2 controls, builds the control-to-evidence table, checks it against the register and marks gaps.

    Enterprise add-on.
  • Repeatable audit evidence packs

    Assembles logs, screenshots, signatures, policies, control mappings and exceptions into repeatable auditor-ready evidence packs, kept current with an audit trail and approved by the control owner.

    Enterprise add-on.
  • Audit evidence packs

    Collects supporting documents, identifies missing evidence and generates an auditor-ready brief with every decision traceable, for regulated financial institutions and ISO-governed manufacturers.

    Enterprise add-on.
  • Audit evidence bundles

    Assembles one evidence set into auditor-ready narratives, control summaries and customer trust responses from the same documentation, for governance, risk and security compliance teams.

    Enterprise add-on.
  • Evidence checks against compliance checklists

    Checks policy documents and control evidence against governance or recurring SOC 2 checklists, producing findings and audit reports traced to exact source documents before approval, for compliance, internal audit and risk teams at banks, lenders and fintechs, and audit firms.

    Enterprise add-on.
  • Compliance manuals synced to evidence

    Keeps SOC 2, HIPAA and ISO 27001 compliance manuals synced to control evidence so audit preparation never goes stale.

    Enterprise add-on.
  • Living policy documents tied to controls

    Keeps an owned section of standing policy documents, shared through a trust center with SOC 2 reports, current with live control status while leaving the surrounding policy prose untouched.

    Enterprise add-on.
  • Auditor evidence request responses

    Assembles responses to an auditor's evidence requests and marks any item it cannot satisfy instead of quietly leaving it out.

    Enterprise add-on.
  • Payment security self-assessments

    Classifies security evidence as implemented, planned or unknown and drafts a payment security self-assessment narrative from only those facts.

    Enterprise add-on.
  • Control documentation from walkthrough interviews

    Turns a walkthrough conversation into a control narrative, process-flow diagram, control matrix and list of open questions, then proposes only the edits needed at the next annual review.

    Enterprise add-on.
  • Control narratives written from evidence

    Turns raw evidence into an auditor-facing control narrative one control at a time, citing the supporting evidence and never stating more coverage than it shows.

    Enterprise add-on.
  • Access review attestation packs

    Builds the periodic access review pack with reviewer sign-off and exception records, each exception carrying a justification and an owner.

    Enterprise add-on.
  • Review trail evidence packs

    Assembles a document's full review trail of proposed changes, approvals, denials and rollbacks into one readable evidence pack.

    Enterprise add-on.

Security policies, controls and reports

Keeps security policies and control narratives current when controls change, plus exception memos, advisory checks and security-testing reports.

6 included free13 Enterprise add-ons

  • Policy documents after new requirements

    Updates the actual policy documents an AI flags after a new compliance requirement, keeping their structure and formatting.

    Included freeHow to use it: Policy documents after new requirements→
  • Policy, control and audit-document maintenance

    Updates policies, control narratives, audit responses and evidence-backed procedures precisely inside the existing controlled documents.

    Included freeHow to use it: Policy, control and audit-document maintenance→
  • Security exception memos

    Drafts risk-acceptance memos and expiry reviews from the business case, control and compensating measures, for security and compliance approval.

    Included freeHow to use it: Security exception memos→
  • Startup policy documentation

    Generates structured internal and external policy documents for early-stage companies setting up engineering governance.

    Included freeHow to use it: Startup policy documentation→
  • Repository security policies

    Creates and maintains standard security policy documents for code repositories and engineering projects.

    Included freeHow to use it: Repository security policies→
  • Enterprise engineering governance packages

    Generates repeatable governance document packages for internal software projects.

    Included freeHow to use it: Enterprise engineering governance packages→
  • Security policies updated for approved control changes before audit

    Finds every security policy still describing a changed SOC 2, ISO or HIPAA control and proposes targeted edits for compliance and security review, leaving unaffected sections untouched, for GRC, compliance, security and trust teams at SaaS, fintech and healthtech companies.

    Enterprise add-on.
  • Policy packs patched when a control changes

    For: compliance automation platforms

    Patches every affected section of policy packs and security documents when a control changes, as tracked, versioned edits with diffs an auditor can review, for GRC and compliance automation platforms and internal GRC teams.

    Enterprise add-on.
  • SOC 2 security compliance policy maintenance

    Updates the SOC 2 and ISO security policies and evidence packages affected by a control or system change, checks cross-references, builds a control-to-evidence matrix and holds them for review.

    Enterprise add-on.
  • Framework-driven policy updates

    Applies the same edit to every affected policy and SOP when a control framework such as SOC 2 changes, with an audit trail and citations surviving export for auditors, for compliance automation platforms and GRC teams.

    Enterprise add-on.
  • Security policy set refresh

    Applies approved wording across a company's whole SOC 2 or ISO 27001 information-security policy suite before the audit, with per-client review for virtual CISO consultancies.

    Enterprise add-on.
  • Yearly control narrative re-versioning

    Re-versions a policy set for each SOC 2 or ISO surveillance cycle, editing specific control narratives with each edit traceable at audit, for compliance platforms and compliance consultancies.

    Enterprise add-on.
  • Policy authoring in compliance platforms

    Updates and standardises security and compliance policies inside the document, with each edit reviewed before it lands.

    Enterprise add-on.
  • Security policies and vendor questionnaires

    Updates SOC 2 and ISO policies in place, answers vendor security questionnaires and drafts risk mitigation memos.

    Enterprise add-on.
  • CVE and security patch advisory briefs

    Checks the patch instructions in a CVE security advisory against the actual code changes and threat models before publication, with line-by-line evidence.

    Enterprise add-on.
  • Security-testing reports in real Word

    Edits penetration-test reports as real Word files inside reporting software, keeping comments and tracked changes intact through export.

    Enterprise add-on.
  • Continuity and disaster recovery plans

    Builds a business continuity and disaster recovery plan set from a systems inventory, keeps recovery objectives consistent, drafts the test report and produces a printable crisis card.

    Enterprise add-on.
  • Audit packs with code and diagrams intact

    Assembles audit reports, disclosures and technical documentation that contain code and diagrams, keeping both intact through Word and PDF export, for protocol and security teams.

    Enterprise add-on.
  • Statement of applicability kept in step

    Updates a changed control's narrative and its statement of applicability row together, and summarises the cycle's changes for review, for ISO 27001 programmes.

    Enterprise add-on.

Regulatory change and policy updates

Finds the policies and procedures a new rule affects and applies targeted, approved edits with an audit trail.

5 included free22 Enterprise add-ons

  • Regulatory change impact assessment

    Compares a new regulation or regulatory circular, such as from SEBI, RBI or FINRA, with internal procedures and documents and marks the exact clauses and paragraphs now stale and needing revision.

    Included freeHow to use it: Regulatory change impact assessment→
  • Policy-to-regulation gap review

    Compares internal policies, procedures, employee documentation and audit evidence with uploaded regulations to find gaps and conflicts at fintech, health, insurance and other regulated companies, and proposes aligned policy edits for compliance review.

    Included freeHow to use it: Policy-to-regulation gap review→
  • Cascading updates to regulatory frameworks

    Changes one standard in a regulatory framework and makes the precise cascading updates its dependent sub-sections need, for compliance officers.

    Included freeHow to use it: Cascading updates to regulatory frameworks→
  • Policy and procedure updates from playbooks

    Applies targeted updates to policies, procedures, controls and regulatory responses from a playbook, with review before publication, for risk and compliance teams and advisory firms.

    Included freeHow to use it: Policy and procedure updates from playbooks→
  • Contract and compliance document editing

    Edits contracts and compliance documents in place with human approval of each change.

    Included freeHow to use it: Contract and compliance document editing→
  • Hundreds of policy edits

    For: regulatory change teams

    Finds every policy, procedure and control document citing a changed rule, like the UK FCA Consumer Duty, and applies one targeted edit across hundreds with attested, named sign-off, for bank, insurer and regulated-firm compliance teams and GRC software vendors.

    Enterprise add-on.
  • Same-clause edits after a regulation changes

    Edits the same clause across dozens or hundreds of controlled policies and SOPs, keeping numbering and approval history, for compliance teams at banks, hospital groups, insurers and fintechs, and legal and compliance software providers.

    Enterprise add-on.
  • Policy and SOP cascades for DORA and FCA

    Edits only the passages DORA, an FCA consultation or a new market licence affects across SOPs, policies and training materials, showing auditors what changed, when and why, for compliance heads and QMS owners at regulated fintech and health firms.

    Enterprise add-on.
  • Policy sweeps for SOC 2 and privacy laws

    Sweeps every policy a new SOC 2 control or state privacy law affects and proposes each clause change for compliance-officer approval with an audit trail, for fintech, healthcare and regulated SaaS compliance teams and compliance-automation platforms.

    Enterprise add-on.
  • Regulation-driven policy updates

    Finds the policies a regulation or internal control change affects and updates them while keeping an audit trail, for chief compliance officers and risk operations at large regulated enterprises, audit firms and GRC software product teams.

    Enterprise add-on.
  • Policy change across affected documents

    Finds every document a policy or compliance change affects, updates the relevant sections with formatting preserved and produces reviewable changes, for compliance, policy, risk and GRC technology leads at banks, insurers, healthcare and IT services firms.

    Enterprise add-on.
  • Regulatory compliance document maintenance

    Finds sections a regulatory or internal requirement change affects across policies, SOPs and compliance documents, updates them in place, routes changes for review and exports approved versions, for compliance, regulatory affairs and legal operations at pharma and other regulated enterprises.

    Enterprise add-on.
  • Regulatory change document impact map

    Maps every policy and procedure a regulatory change may affect, proposes targeted updates and records which documents were reviewed.

    Enterprise add-on.
  • Controlled policy and SOP clause changes

    Edits the clause a regulation change affects in controlled policies and SOPs, including at health systems and in pharma, medical device, aviation and financial services, with before-and-after views, named approval, recoverable versions and an edit trail.

    Enterprise add-on.
  • Compliance manual updates

    Finds every policy section a new regulation affects, proposes updates, flags conflicts and produces a review package.

    Enterprise add-on.
  • Policy manual updates checked against rules

    Updates policy manuals when regulations change, checking each edit against a compliance checklist and recording when nothing needed changing.

    Enterprise add-on.
  • Regulatory policy and disclosure updates

    Inserts new requirements into approved policy templates, revises affected disclosures and propagates approved changes across controlled document libraries.

    Enterprise add-on.
  • Policy and procedure drift detection

    Re-checks HR, IT and security policies for contradictions over time, with a human approving each correction, for bank compliance teams, large firms and government departments.

    Enterprise add-on.
  • Policy updates and regulatory forms

    Updates policy documents and fills regulatory forms, keeping an audit trail of every change.

    Enterprise add-on.
  • Compliance policy and risk register upkeep

    Proposes reviewed updates to policies and risk registers when controls fail, incidents occur or regulations change.

    Enterprise add-on.
  • Policy update redline packets

    Produces a policy redline with rationale, approval and communication packet after an annual review or control change, for security governance and legal or compliance operations teams.

    Enterprise add-on.
  • Compliance evidence and risk documentation

    Maintains policies, audit evidence, regulatory documents and investigation records with provenance and human review of exceptions.

    Enterprise add-on.
  • Compliance document change tracking

    Tracks and highlights changes to security policies, privacy agreements and compliance documents, routing the important ones for approval instead of manually diffing versions.

    Enterprise add-on.
  • Role-based policy attestation packs

    Derives role-specific extracts from master policies with an attestation form and quiz, tracks who has attested, and flags the extracts a policy change affects.

    Enterprise add-on.
  • Integrity-management plans updated for new standards

    Searches an approved pipeline integrity-management plan for provisions an amended standard affects, including paraphrased ones, proposes edits and records each provision examined with its disposition.

    Enterprise add-on.
  • Substantive change logs across policy versions

    Maintains a readable change log across policy versions that describes changes in substance and ignores formatting changes.

    Enterprise add-on.
  • Annual policy refresh with a change report

    Applies a change brief to a whole policy set, returns the refreshed set with a change report for the board, and leaves unchanged policies untouched.

    Enterprise add-on.

Vendor risk and security questionnaires

Reviews vendors against your security baseline, answers customer questionnaires, and checks supplier and vendor onboarding documents.

6 included free13 Enterprise add-ons

  • Cloud and vendor third-party risk checks

    Checks vendor and cloud-provider security papers, DPAs, SLAs, SOC 2 reports and liability terms against your security baseline before onboarding, flagging missing certifications and weak breach-notice clauses.

    Included freeHow to use it: Cloud and vendor third-party risk checks→
  • Trust centre collateral refresh

    Refreshes public trust centre documents to match current security controls and audit reports.

    Included freeHow to use it: Trust centre collateral refresh→
  • Procurement and vendor compliance

    Compares vendor contracts, purchase orders, invoices, delivery records and policies to find discrepancies and missing obligations.

    Included freeHow to use it: Procurement and vendor compliance→
  • Vendor onboarding package checks

    Validates vendor onboarding packages of contracts, tax forms, insurance certificates, certifications and security questionnaires for completeness and consistency.

    Included freeHow to use it: Vendor onboarding package checks→
  • Supplier onboarding documents

    Prepares and updates the documents in supplier onboarding packages for review.

    Included freeHow to use it: Supplier onboarding documents→
  • FAR and DFARS flow-down compliance

    Audits subcontractor documentation for FAR and DFARS flow-down clause compliance and records the findings in a register.

    Included freeHow to use it: FAR and DFARS flow-down compliance→
  • Vendor security reviews, including CERT-In and ISO 27001

    Reviews vendor security questionnaires, SOC 2 reports, CERT-In audit reports, system security plans, DPAs and privacy evidence against your security playbook before approval, flagging gaps in a variance report with page-level proof and drafting the review documentation.

    Enterprise add-on.
  • Vendor risk reviews with renewal deltas

    Produces cited vendor risk assessments and renewal deltas from questionnaires, attestations, contracts and security evidence.

    Enterprise add-on.
  • Security questionnaire answers with evidence

    Answers security questionnaires and vendor-risk documents in the customer's file from approved policies and your SOC 2 report, attaching evidence and flagging uncertain questions, for B2B SaaS security, compliance, trust, vendor-risk and sales engineering teams facing frequent enterprise security reviews.

    Enterprise add-on.
  • Security, DDQ and RFP response packs

    Keeps a library of approved security answers and policy extracts current, updating only impacted sections, and adapts it into customer-specific security questionnaire, due-diligence and RFP response documents, for security assurance, GRC, trust and compliance teams and B2B software deal desks.

    Enterprise add-on.
  • Long security, privacy, DDQ and ESG questionnaires

    Answers long security, privacy, due-diligence and ESG questionnaires section by section, with human review before submission, for security teams and security questionnaire software providers.

    Enterprise add-on.
  • Vendor security questionnaire updates

    Updates standard vendor risk questionnaires to cover new security frameworks such as SOC 2 and ISO 27001.

    Enterprise add-on.
  • Vendor contract compliance review

    Checks vendor contracts, amendments and invoices against a compliance rulebook or YAML rules, screens for hidden instructions, registers every fact with its exact source, flags contradictions and pauses each stage for item-by-item approval.

    Enterprise add-on.
  • Vendor due-diligence registers

    Builds a vendor due-diligence register citing sources for every claim, checks it against a rulebook, screens parties against a watchlist and commits approved items.

    Enterprise add-on.
  • Software license and SLA audits

    Cross-references software license agreements, usage figures and vendor claims to flag overspend and audit risk, for IT asset management resellers and enterprise IT procurement teams.

    Enterprise add-on.
  • Marketplace compliance document packs

    Assembles the documents each sales destination requires, checks certificate expiry against the certificates themselves and blocks the pack when an item fails.

    Enterprise add-on.
  • Third-party risk reports with contract-gap clauses

    Drafts a vendor risk assessment from submitted evidence with a finding per control domain, compares the contract against the gaps found and recommends clauses, all approved by the analyst.

    Enterprise add-on.
  • Vendor due diligence requests and memos

    Assembles a vendor diligence questionnaire, tracks the responses and writes an assessment memo that takes a position instead of restating the answers.

    Enterprise add-on.
  • Operational resilience documents for suppliers

    Produces the resilience pack a critical supplier is asked for, with a service inventory, a dependency diagram regenerated from it, a testing plan and an exit plan.

    Enterprise add-on.

Bank, fintech and investment compliance

Carries banking and securities rules into policies, onboarding checks, customer documents and adviser records.

5 included free16 Enterprise add-ons

  • Bank policy remediation for consent orders

    Remediates bank policy and procedure documents against the requirements of regulatory consent orders.

    Included freeHow to use it: Bank policy remediation for consent orders→
  • Merchant KYC and onboarding review

    Cross-checks merchant onboarding documents for entity and owner facts, flags missing or inconsistent KYC evidence and writes an approved summary.

    Included freeHow to use it: Merchant KYC and onboarding review→
  • Financial crime reports

    Drafts and updates financial crime and suspicious activity reports from investigation findings.

    Included freeHow to use it: Financial crime reports→
  • Marketing claims checked against SEC and FINRA rules

    Checks fintech and financial marketing copy against SEC and FINRA securities and broker-dealer rules before it goes live and flags claims that break them.

    Included freeHow to use it: Marketing claims checked against SEC and FINRA rules→
  • Fintech multi-jurisdiction compliance checks

    Checks terms of service, privacy policies and regulatory filings across jurisdictions against a compliance playbook.

    Included freeHow to use it: Fintech multi-jurisdiction compliance checks→
  • Bank and NBFC policy updates from RBI circulars

    Finds every policy manual, including KYC, outsourcing, fair practices, cyber resilience or recovery-agent conduct, that an RBI circular or master direction touches at Indian banks, NBFCs and fintechs, and drafts exact changes with provenance for legal review and board sign-off.

    Enterprise add-on.
  • Compliance manual rewrite after RBI Master Directions consolidation

    Updates outdated RBI circular citations and clauses across compliance manuals, fair practice codes and branch policies at Indian banks, NBFCs and digital banks after the Master Directions consolidation, with each change approved by compliance.

    Enterprise add-on.
  • AML directive sync across branches

    Carries changing anti-money-laundering and banking directives into each regional branch's policies with recorded sign-off, for multinational banks and AML compliance teams.

    Enterprise add-on.
  • Regulatory change cascade in consumer finance

    Applies one rule change across every affected policy, terms document and customer communication, recording who approved each wording.

    Enterprise add-on.
  • Fintech policy change consistency

    Finds every mention of a changed policy across internal documents, partner instructions, customer notices and help articles and suggests consistent edits.

    Enterprise add-on.
  • Regulated disclosure refresh

    Makes coordinated edits across disclosures, FAQs and notices when a product changes, with exact provenance and approval, for compliance teams at fintech and payments companies.

    Enterprise add-on.
  • Financial-services policy and compliance evidence

    Updates financial-services policies and compliance evidence documents while keeping an audit trail of what changed.

    Enterprise add-on.
  • KYC and AML onboarding verification

    Extracts facts from KYC and AML onboarding packets, checks identity documents and corporate registry filings against institutional onboarding questionnaires and declarative rules, and sends exceptions for human approval with audit trails.

    Enterprise add-on.
  • KYC onboarding document layer

    Generates and updates customer agreements and review documents consistently once KYC data has been approved.

    Enterprise add-on.
  • Adverse-action reason documentation

    Ties the specific reasons in consumer credit adverse-action notices, including those from complex algorithms under CFPB Circular 2022-03, to cited source evidence, for fintech lender compliance teams.

    Enterprise add-on.
  • SEBI investment adviser compliance documents

    Applies each SEBI amendment to every client agreement, risk profile, suitability record and fee disclosure of an Indian RIA, showing which clients are on which version and when they consented.

    Enterprise add-on.
  • Investment adviser compliance packs

    Builds compliance packs for investment advisers whose findings cite their source evidence, reading the result back to verify it before acceptance.

    Enterprise add-on.
  • AI-use records for investment advisers

    Keeps SEBI-registered investment advisers' records of the AI models they use, their limits and usage, audit logs and client AI-assistance disclosures in sync with the advice given, as SEBI rules require.

    Enterprise add-on.
  • Examiner request lists answered and tracked

    Turns an examiner's request lists into response documents with evidence cross-references, edits only the affected response when a request changes and tracks the status of each.

    Enterprise add-on.
  • Lending decision letters from reason codes

    Generates lending decline letters from the decision record, mapping reason codes to approved wording without paraphrase, adding required disclosures and holding letters with unmapped reasons.

    Enterprise add-on.
  • Examination findings answered with an evidence binder

    Drafts a response to each finding in a bank examination letter citing the institution's policy, assembles an indexed evidence binder and tracks findings still lacking evidence.

    Enterprise add-on.

Audit reports and risk registers

Produces and updates audit reports, workpapers and findings, plus risk registers, board reports and diligence briefs.

2 included free16 Enterprise add-ons

  • Applying auditor PDF annotations

    Applies the corrections in an auditor's PDF sticky notes and comments to the Word report section by section, with each change reviewable.

    Included freeHow to use it: Applying auditor PDF annotations→
  • Internal audit findings reports

    Drafts internal audit findings reports by checking documents against your audit checklist.

    Included freeHow to use it: Internal audit findings reports→
  • Audit and assurance report production

    Produces formatted SOC, ISO 27001, PCI DSS and financial statement reports from engagement data and templates for CPA firms and audit platforms, and drafts and edits the long, repetitive SOC 2 reports auditing firms write.

    Enterprise add-on.
  • Audit working papers and evidence packs

    Assembles evidence-backed audit reports and makes targeted updates to working papers, management reports and evidence packs for audit firms, assurance technology teams and enterprise finance teams, tracing evidence to conclusions with a reviewable change trail.

    Enterprise add-on.
  • Audit evidence and workpaper review

    Reconciles financial statements, contracts, invoices, budgets, minutes and workpapers against audit rules, flagging missing disclosures, proposing corrections for auditor sign-off and writing an evidence-backed review summary.

    Enterprise add-on.
  • Audit findings and management letters

    Drafts audit findings memos and management letters for the client's board from working-paper findings, assessing risk severity, citing the papers and carrying prior-year points forward until closed.

    Enterprise add-on.
  • Audit and consulting report assembly

    Fills assessment report, controls documentation, evidence summary, factual findings and readiness assessment templates from engagement evidence for the India arms of audit and consulting firms, attaching sources to claims and surfacing contradictions before partner approval.

    Enterprise add-on.
  • Audit workpapers in firm format

    Turns structured audit findings into firm-formatted workpapers with source-linked explanations and item-level reviewer acceptance before export.

    Enterprise add-on.
  • Audit report drafting from partner mark-ups

    Applies partner annotations and tracked changes from review rounds directly to draft audit reports and work papers.

    Enterprise add-on.
  • Earnings report fact-checking

    Verifies the narrative claims in an earnings report against raw ledger data as a first audit pass.

    Enterprise add-on.
  • Annual report figure reconciliation

    Flags figures that differ between financial statements, notes to accounts, management discussion and the board report during statutory audit, and checks derived ratios such as EPS against PAT and weighted average shares.

    Enterprise add-on.
  • Audit-ready consulting deliverables

    Edits consulting deliverables so every change is traceable and the final document is ready for audit, for risk and advisory practices.

    Enterprise add-on.
  • Audit-ready legal document production

    Produces legal documents with traceable decisions, deterministic output and full review history for regulated and contested workflows.

    Enterprise add-on.
  • Investigations and diligence briefs

    Assembles counterparty diligence briefs from contracts, invoices and correspondence, with every claim traceable to source and a party relationship map.

    Enterprise add-on.
  • Risk register updates and board reports

    Updates a corporate risk register from new incident, audit-finding and control-failure evidence, proposing edits for one-by-one approval, applying only approved ones, recalculating scores and producing management and board reports, for internal audit teams and GRC software vendors.

    Enterprise add-on.
  • Client risk registers and treatment plans

    Updates only the affected risks in client risk registers, treatment plans and board risk reports after incidents or loss events.

    Enterprise add-on.
  • Model risk effective-challenge evidence

    Produces span-level cited, append-only audit evidence for SR 11-7 model risk reviews and effective challenge, and flags unverifiable claims.

    Enterprise add-on.
  • Financial policy and governance verification

    Audits policy, risk assessment and architecture decision documents against system changes with line-level citations and a tamper-evident trail.

    Enterprise add-on.

Rule-based compliance document review

Checks document collections against your rules or playbook, extracts cited facts, flags conflicts and holds findings for human approval.

1 included free13 Enterprise add-ons

  • Policy checks against a rule book

    Checks policy documents against a rule book, flags broken rules and conflicts between documents, and proposes fixes a person approves or rejects.

    Included freeHow to use it: Policy checks against a rule book→
  • Regulated-document compliance review

    For: chief compliance officersregtechs

    Checks regulated documents and regulatory reports against compliance requirements and internal policies, marks passages needing change with evidence and proposes corrections for sign-off, for compliance, legal operations and regulatory reporting teams at banks, insurers, fintechs and other regulated businesses.

    Enterprise add-on.
  • Obligation monitoring across document collections

    Monitors large document collections for inconsistent obligations, dates and financial terms, for compliance, legal operations and GRC teams.

    Enterprise add-on.
  • Staged compliance playbook review

    Classifies growing, mixed document piles, extracts claims with page citations, checks them against their sources and your compliance playbook in visible stages, flags disagreements and rule violations, holds each finding or change for approval before reporting.

    Enterprise add-on.
  • Cited fact extraction and conflict checks

    Reads piles of insurance claims or vendor contracts, extracts cited facts, flags conflicts and rule breaches, and publishes approved results as a Word report.

    Enterprise add-on.
  • Rule audits for legal and financial documents

    Extracts cited facts from legal and financial documents, audits them against your rules, holds findings for approval, writes the report and proposes cited updates.

    Enterprise add-on.
  • Policy document analysis and briefs

    Reads related policy documents, flags contradictions, checks a compliance checklist and drafts a grounded brief from approved findings only, with per-stage cost reports.

    Enterprise add-on.
  • Policy-gated document analysis

    Searches project documents for evidence, extracts facts, detects contradictions and checks rules, holding changes for human review and checking every upload, edit, approval and export against organizational policies.

    Enterprise add-on.
  • Policy gateway for document AI

    Enforces tool allowlists, sensitive-content blocking, per-team quotas and audit records without document text on every upload, edit, approval and export.

    Enterprise add-on.
  • Resumable regulated document analysis

    Runs regulated documents through extraction, conflict and rule checks to a human gate via a REST API, saving each stage so stopped runs resume.

    Enterprise add-on.
  • Audit-logged document analysis service

    Runs a fixed ingest, conflict-check and approval flow over documents via MCP, validating prompts, saving job state and logging every action for audit.

    Enterprise add-on.
  • Evidence-backed claim and risk tracing

    Traces each claim in a document to its evidence and shows confidence, compliance and an explainable risk score.

    Enterprise add-on.
  • Regulated marketing claim review

    Extracts each claim in marketing collateral, matches it to approved references, flags unsupported claims and routes the document through review stages with comments and approvals recorded.

    Enterprise add-on.
  • Pre-release compliance gate before export

    Blocks a document's export until it passes a configurable set of checks, explaining each failure so it can be fixed in place.

    Enterprise add-on.

Regulatory filings, licences and submissions

Checks, drafts and revises filings, prospectuses and submission packages, and prepares licence, registration and customs paperwork.

4 included free17 Enterprise add-ons

  • SEC filing rule checks

    Checks SEC filings against the required rules before the company submits them, for public companies' financial reporting teams.

    Included freeHow to use it: SEC filing rule checks→
  • Rule change checks for the next submission

    Identifies what a regulator's rule change altered and checks the next submission against the new rule, for bank, insurer and financial services compliance teams.

    Included freeHow to use it: Rule change checks for the next submission→
  • Prospectus filing consistency check

    Cross-checks disclosures across the sections of an Indian draft red herring prospectus (DRHP) against SEBI ICDR rules and turns the findings into a pre-filing checklist, for compliance teams at investment banks and securities firms.

    Included freeHow to use it: Prospectus filing consistency check→
  • Regulatory filings amended from the last period

    For: company secretariesinvestor relations teams

    Amends last quarter's or year's filing for Indian listed companies, reusing business description, risk factors and related-party disclosures with new numbers and risks under expanding SEBI LODR and BRSR rules, showing exactly what changed and why.

    Included freeHow to use it: Regulatory filings amended from the last period→
  • Pre-submission regulatory filing checks

    Checks a completed regulatory filing package against the regulator's published rules before submission, holding each finding for a person's approval.

    Enterprise add-on.
  • Regulatory submission package validation

    Assembles regulatory submission packages, checks required sections and flags conflicts or gaps against previous submissions.

    Enterprise add-on.
  • Regulatory submission documents

    Drafts and revises regulatory submissions with mandatory human review of each change before it is accepted.

    Enterprise add-on.
  • Bank regulatory report validation

    Validates periodic bank regulatory reports against the relevant requirements before filing.

    Enterprise add-on.
  • Insurance solvency report checks

    Checks insurers' solvency and regulatory reports against reporting requirements before they are filed.

    Enterprise add-on.
  • Prospectus and disclosure filings

    Makes precise, auditable edits to prospectuses, disclosure documents and their amendments, for fintech and non-bank lender compliance teams.

    Enterprise add-on.
  • Insurance policy form filing packets

    Turns a changed insurance policy form into a complete regulator filing packet: new version, redline against the approved form, filing memo, side-by-side comparison, state cover letter and checklist.

    Enterprise add-on.
  • Compliance reporting in fixed layouts

    For: financial institutions

    Produces compliance reports and audit-ready records in fixed layouts for compliance officers to file or hand to examiners.

    Enterprise add-on.
  • Tariff classification memos

    Turns product specifications, photos and customs rulings into a cited tariff classification memo that weighs alternatives, with grounding checks and approval before Word or PDF export.

    Enterprise add-on.
  • Licence and registration paperwork

    For: small businesses

    Prepares drug licence renewals, GST registration letters, distributor and vendor agreements and shop and establishment filings inside the billing software Indian retailers and pharmacies already use.

    Enterprise add-on.
  • Self-hosted export licence paperwork

    Self-host Typebar to draft export licence applications, end-use statements and dated screening memos inside your own network, so controlled technical data never leaves it.

    Enterprise add-on.
  • Rate-case testimony with synced exhibit references

    Drafts and edits prepared testimony in a utility commission's format and keeps exhibit references in step with the exhibit index as exhibits are added or renumbered.

    Enterprise add-on.
  • Type-approval dossiers for each market

    Assembles a type-approval dossier for each market with the information document, indexed test reports and declaration of conformity, checks it against the market's content list and keeps cross-reference numbering consistent.

    Enterprise add-on.
  • Telecom regulatory filings

    Drafts a telecom regulatory filing in the authority's required structure from operator data and form requirements, with cross-referenced annexes, a completeness checklist and carried-forward prior-year answers marked.

    Enterprise add-on.
  • Mining permit application assembly

    Assembles mining permit applications with environmental and community impact sections, keeping technical annexures and their figures intact across revisions.

    Enterprise add-on.
  • Licensing and labelling files for regulated products

    Produces licence applications, testing records and labelling documents for each jurisdiction, applying local labelling rules, for makers of tightly regulated consumer products.

    Enterprise add-on.
  • Broken cross-references found in long filings

    Finds and reports broken internal references in long filings, and applies the fixes a person approves.

    Enterprise add-on.

Quality systems and SOPs

Revises controlled SOPs, quality manuals and corrective-action records with review, revision history and approval.

1 included free12 Enterprise add-ons

  • ISO 9001 manuals and corrective actions

    Updates ISO 9001 quality manuals and corrective and preventive action documents.

    Included freeHow to use it: ISO 9001 manuals and corrective actions→
  • GxP SOP revisions and inspection remediation

    Revises dozens of controlled GxP SOPs for pharmaceutical and life sciences manufacturers and their quality assurance teams, including under an inspection response deadline, as tracked, reviewable changes with a human-signed audit trail.

    Enterprise add-on.
  • ISO 9001 and 13485 SOP revision and publication

    Updates affected SOPs, quality manuals, forms, work instructions and training records after change requests or process changes, keeping revision history, effective dates and approvals for auditors, for quality and document control teams at medical device, life sciences and regulated manufacturers.

    Enterprise add-on.
  • Change-control SOP redlines with mandatory review

    Identifies SOPs, policies and work instructions a change control or regulation affects, redlining only those item by item for formal review, with durable approval and formatting-faithful export, for quality systems and document control teams at life sciences and device makers.

    Enterprise add-on.
  • Controlled SOPs inside quality systems

    Makes controlled changes to SOPs behind an existing quality management system for Indian pharma, food safety and manufacturing quality teams, with a review chain and a record of every change.

    Enterprise add-on.
  • SOP authoring for quality software vendors

    Authors and reviews SOPs with audit-ready change tracking inside quality management systems, for the quality and compliance software product teams that build those systems.

    Enterprise add-on.
  • Long-form SOP and compliance manual upkeep

    Keeps internal SOPs and compliance manuals consistent as they grow over years.

    Enterprise add-on.
  • Controlled regulated product manuals

    Makes one-sentence revisions to controlled instructions-for-use and maintenance manuals for medical devices, aviation parts and industrial equipment, with approval and audit trail, keeping the branded template intact.

    Enterprise add-on.
  • ISO 9001 clause coverage mapping

    Maps every ISO 9001:2015 clause to sections of a company's quality manual and procedures, rechecks the mapping when a procedure changes and raises uncovered clauses as gaps.

    Enterprise add-on.
  • ISO 9001 quality manual upkeep

    Keeps a manufacturing quality manual as versioned documents, updating a process section and its linked Mermaid diagram together, checking they agree, with reviewer approval before export.

    Enterprise add-on.
  • Customer complaint and CAPA handling

    Assesses the risk of each customer complaint and supports corrective and preventive actions (CAPA) through a guided three-step workflow.

    Enterprise add-on.
  • 8D and SCAR supplier corrective-action packets

    Maintains 8D and SCAR supplier corrective-action narratives, inspection findings and action registers in place, flags stale evidence and requires approval for every narrative change.

    Enterprise add-on.
  • Supplier nonconformances raised and chased to closure

    Issues a supplier corrective-action request from nonconformance evidence, assesses the supplier's response, keeps one closure record and drafts contract-timed escalation letters when requests run overdue.

    Enterprise add-on.

Product safety, incidents and sector safety

Covers product safety notices, recalls, incident records, food safety plans and safety documents for aviation, rail, mining and utilities.

6 included free25 Enterprise add-ons

  • Aircraft certification document updates

    Modifies the affected specification or compliance statement in certification documents and technical specs, as a reviewable change.

    Included freeHow to use it: Aircraft certification document updates→
  • Recall and withdrawal notices

    Drafts product recall and withdrawal notices and the safety communications that go with recalls, withdrawals and corrective actions, for retailers' product safety and regulatory compliance teams.

    Included freeHow to use it: Recall and withdrawal notices→
  • Hazard assessments and notices

    Drafts hazard assessments and safety notices for electrical or mechanical products.

    Included freeHow to use it: Hazard assessments and notices→
  • Supplier-reported safety incidents

    Turns safety incidents reported by suppliers into documented incident records for review.

    Included freeHow to use it: Supplier-reported safety incidents→
  • HACCP food safety plans

    Drafts HACCP food safety plans, placing each process step and hazard under hazard analysis, critical control points, monitoring or corrective actions, with a person approving every change.

    Included freeHow to use it: HACCP food safety plans→
  • Factories Act and DGMS incident reports

    Drafts statutory incident investigation reports under the Factories Act and DGMS rules for heavy industry and mining, carrying last report's corrective actions forward as open or closed.

    Included freeHow to use it: Factories Act and DGMS incident reports→
  • Retail product compliance document updates

    Updates only the affected warnings, labels, declarations, risk assessments and technical file sections when a regulation or product attribute changes, with citations and diffs.

    Enterprise add-on.
  • Hardware safety certification reports

    Produces safety cases, risk assessments and UL, CE, ISO or TUV certification reports from requirement traceability, and edits only sections tied to changed requirements, keeping the certification template.

    Enterprise add-on.
  • Regulated space mission document updates

    Carries approved edits across mission plans, FAA Part 450 reentry licensing and other regulatory submissions, test documents and customer reports for biopharma and government space missions when payload or reentry requirements change.

    Enterprise add-on.
  • Product safety notice packs

    Turns a consumer product-safety incident into an evidence-backed notice pack of customer letter, store signage, press statement and regulator notification, sending low-confidence facts to a person for review.

    Enterprise add-on.
  • Low-confidence incident review

    Routes low-confidence consumer product incident assessments to a person for approval, for retail quality assurance and compliance teams.

    Enterprise add-on.
  • Product safety incident triage

    Triages incoming consumer product safety incident reports and prepares each one for a reviewer's decision.

    Enterprise add-on.
  • Similar product incident retrieval

    Finds similar past incidents so recurring product hazards are spotted early.

    Enterprise add-on.
  • Auditable incident records

    Keeps safety incident records with sources, citations and workflow history for audit, for retail compliance and quality teams.

    Enterprise add-on.
  • Health-inspection corrective action plans

    Turns cited health-inspection violations into a corrective action plan with one fix and named owner per code, refusing export until every code is covered, for food safety and QA managers at multi-site restaurant and catering groups.

    Enterprise add-on.
  • Multilingual crew safety bulletins

    Turns a regulatory change summary into crew and flight operations bulletins in English, Spanish, French and German, locking approved safety phraseology, with acknowledgment forms and a reviewed audit trail.

    Enterprise add-on.
  • Airworthiness directive compliance

    Checks aircraft maintenance histories and technical records against new FAA and EASA airworthiness directives and mandatory service bulletin flight-hour thresholds, flags compliance gaps and drafts work orders citing OEM part numbers.

    Enterprise add-on.
  • DGCA aviation safety occurrence reports

    Drafts DGCA-reportable mandatory occurrence reports and investigations for airlines, tracking safety recommendations across cycles until they are closed with evidence.

    Enterprise add-on.
  • Aviation technical records comparison

    Compares technical records kept in different systems and highlights the changes that need review.

    Enterprise add-on.
  • Aviation maintenance compliance documentation

    Detects differences in aviation maintenance and compliance documentation for aircraft and engine manufacturers and runs a controlled review of each change.

    Enterprise add-on.
  • Rail and airline safety rulebook updates

    Compares railway, airline and logistics safety rulebooks, test manuals and training materials against new US federal rules (FRA, FAA) and proposes reviewable section edits with an audit trail.

    Enterprise add-on.
  • Offshore safety directives and crew packs

    Updates safety directives and multi-language crew safety packs, with acknowledgement tracking for each recipient.

    Enterprise add-on.
  • Outage after-action reports for regulators

    Drafts regulator after-action reports for storm outages from event logs, crew records and customer messages, computing every figure exactly, section by section for approval.

    Enterprise add-on.
  • Telecom carrier agreements and policy updates

    Keeps international carrier agreements and spectrum compliance documents in sync as regulations change.

    Enterprise add-on.
  • GHS safety data sheets reformatted and translated

    Maps incoming safety data sheets into a 16-section GHS template without adding or dropping hazard statements, flags sections with no source content and produces language versions for review.

    Enterprise add-on.
  • Job safety analyses and toolbox talks

    Creates a job safety analysis from a supervisor's plain-language description using the company hazard library and approved control wording, with a toolbox talk for crew sign-off.

    Enterprise add-on.
  • Occurrence reports with a de-identified copy

    Drafts the occurrence report an aviation authority expects from a crew member's written account and attachments, producing an internal version and a de-identified version for filing from one source.

    Enterprise add-on.
  • Recall document sets from one source

    Produces the regulator defect report, completion report template, dealer service instruction with diagrams, parts ordering note and technician sign-off sheet from one recall record, updating them together on correction.

    Enterprise add-on.
  • Allergen matrices and nutrition sheets

    Generates per-dish allergen matrices and nutrition sheets with the market's mandatory wording from recipe data and supplier declarations, reissues only affected dishes and holds back sheets with missing declarations.

    Enterprise add-on.
  • Food safety audit binders

    Assembles a food safety audit binder against the scheme's clauses, with policies and records as evidence, a complete, partial or missing status, a cover matrix and a prioritised pre-audit action list.

    Enterprise add-on.
  • Vehicle compliance files and fleet readiness reports

    Assembles each vehicle's compliance file of inspections, maintenance, defect evidence and dated certificates, plus a fleet readiness report showing gaps and certificates expiring soon.

    Enterprise add-on.

ESG, sustainability and environmental reporting

Drafts, updates and checks sustainability disclosures, emissions filings and environmental plans against reporting rules.

3 included free7 Enterprise add-ons

  • SEBI BRSR and ESG report roll-forward

    Rolls last year's mandatory SEBI Business Responsibility and Sustainability Report or ESG report forward for listed Indian companies, replacing figures in place while the regulated structure stays fixed.

    Included freeHow to use it: SEBI BRSR and ESG report roll-forward→
  • ESG statement updates

    Makes targeted changes to disclosure documents when new ESG metrics, assurance comments or reporting rules arrive, with finance and legal review.

    Included freeHow to use it: ESG statement updates→
  • ESG and sustainability report checks

    Checks ESG and sustainability reports of large companies operating in Europe against the applicable reporting rules and lists missing requirements.

    Included freeHow to use it: ESG and sustainability report checks→
  • BRSR and sustainability disclosure reports

    Drafts SEBI-required BRSR disclosures for listed Indian companies from HR, EHS, procurement, facilities and finance figures, citing the source of every number for the assurance provider.

    Enterprise add-on.
  • Supply chain ESG and CSRD audit reconciliation

    Checks multi-tier supplier Scope 1 to 3 emissions, labour and conflict-mineral disclosures against EU CSRD, the German Supply Chain Act and US UFLPA, drafting evidence-quoting deficiency letters with 30-day corrective plans, for procurement and sustainability compliance teams at global manufacturers.

    Enterprise add-on.
  • Environmental filing validation

    Validates environmental and emissions filings against regulatory requirements before they are filed.

    Enterprise add-on.
  • Carbon MRV plan and registry reports

    Maintains measurement plans, lifecycle assessments and registry reports, editing affected sections when a measurement or rule changes, with an auditable export.

    Enterprise add-on.
  • Environmental management plans

    Updates every active environmental management plan covering air, water, soil, flora and fauna when a regulation or client requirement changes, for Australian environmental consultancies.

    Enterprise add-on.
  • Energy compliance and policy documents

    Updates compliance and policy documents for energy companies, with every change reviewable by compliance and quality teams.

    Enterprise add-on.
  • Environmental incident reports in regulator format

    Turns field notes and photos into an environmental incident report in the agency's section order, flags missing mandatory fields and issues amended reports as targeted edits.

    Enterprise add-on.

Privacy, AI governance and accessibility

Handles redaction, data processing agreements, AI governance policies and records, and accessibility fixes to documents.

1 included free18 Enterprise add-ons

  • Responsible AI transparency reports

    Drafts and updates the annual responsible AI transparency report from the year's findings and policies.

    Included freeHow to use it: Responsible AI transparency reports→
  • Reviewed redaction for DSAR and RTI requests

    Redacts documents for data subject access and right-to-information requests, with every redaction reviewed by a person before release.

    Enterprise add-on.
  • Business associate and data processing agreements

    Maintains business associate agreements, data processing agreements and security exhibits as integrations and privacy laws change, for healthcare technology vendors.

    Enterprise add-on.
  • AI governance and AI usage policies

    Updates model cards, AI usage policies and AI risk assessments when models, tools, vendors, rules or controls change, flagging unresolved conflicts and holding changes for legal sign-off.

    Enterprise add-on.
  • AI agent output review and finalisation

    Gives agent-generated proposals, reports and policies a controlled place for targeted correction, checks, versioning and human approval, for AI platform and knowledge operations teams.

    Enterprise add-on.
  • Undo AI edits with audit history

    Rewinds the conversation and the document together to before any message and keeps the original branch for audit, for risk owners at regulated organisations.

    Enterprise add-on.
  • Accessible document remediation

    Fixes heading order, lists, table headers, link text, image alt text and language tags so documents meet accessibility standards, with each change approved, then exports accessible HTML with a plain-language fix report.

    Enterprise add-on.
  • Accessibility remediation at scale

    Remediates web pages and documents to meet accessibility rules, including the European Accessibility Act, for accessibility remediation firms, government digital accessibility teams and EU banks and insurers with legacy statements, invoices, policies, contracts and guides, each fix reviewed before release.

    Enterprise add-on.
  • Clean copies before sending

    Accepts all tracked changes, strips author and editing-history metadata from file properties and exports a clean copy showing only the final content.

    Enterprise add-on.
  • Breach notification sets from one incident

    Generates regulator, individual, customer and partner notifications and a holding statement from one incident record, with a deadline board and legal approval before export.

    Enterprise add-on.
  • AI governance policy packs

    Generates and maintains an AI management policy set, including a model inventory and use-case assessments, based on a published framework the customer chooses.

    Enterprise add-on.
  • Disclosure releases with a redaction log

    Prepares a document set for external release with redactions decided by a person under each exemption, removes the withheld content and logs what was withheld and why.

    Enterprise add-on.
  • AI system technical documentation set

    Builds a technical documentation set for an AI system, covering purpose, data provenance, risk assessment, human oversight, limitations and change log, and updates only the sections a described change affects.

    Enterprise add-on.
  • Data protection impact assessments

    Turns answers about a processing activity into a data protection impact assessment whose risk table, linked mitigations and conclusion stay intact through later edits.

    Enterprise add-on.
  • Processing-activity register kept current

    Applies new and retired processing activities to your existing register in place with a dated revision note, and produces a quarterly report of what changed.

    Enterprise add-on.
  • Subject access response packs

    Assembles a subject access response with a cover letter, an index of disclosed items and a disclosure bundle, with redactions proposed for a person to confirm.

    Enterprise add-on.
  • Accessibility conformance reports kept current

    Turns accessibility findings into a criterion-by-criterion conformance report and, from an updated findings file, changes only the affected rows while keeping remarks that still apply.

    Enterprise add-on.
  • Retention schedules and disposal certificates

    Maintains a records retention schedule and issues dated disposal certificates that quote the current schedule row and add to the disposal history.

    Enterprise add-on.
  • Templates accessible from the start

    Builds document templates with headings, tables, lists and alt text structured for accessibility from the start, reducing remediation after export.

    Enterprise add-on.

With the tools you already use

Use cases tied to a specific app or tool, each naming it.

1 included free4 Enterprise add-ons

  • Document editing for AI agents

    For: regulatory and legal AI agents

    Gives an existing regulatory, compliance or legal AI agent a document editing surface through an MCP server and a REST API.

    With Any AI agent or MCP client

    Included freeHow to use it: Document editing for AI agents→
  • Accessibility checks before export

    Checks a Google Doc for heading structure, text styled as headings, tables and images before export, and fixes heading problems in place.

    With Google Docs

    Enterprise add-on.
  • Counter-redlining of customer redlines

    For: commercial legal teams at enterprise software companies

    Evaluates customer redlines to MSAs, GDPR and CCPA DPAs, SLAs, and SOC 2 and ISO 27001 information security addenda in Word against playbook fallbacks, applies approved compromise clauses and returns a counter-redlined DOCX with justification notes and formal response letters.

    With Microsoft Word

    Enterprise add-on.
  • Security questionnaires edited in Word

    Fills 200-question security and architecture questionnaire tables in Word for enterprise IT RFPs with verified SOC 2 and ISO 27001 answers, keeping table dimensions and style hierarchies exact.

    With Microsoft Word

    Enterprise add-on.
  • Sensitive data redaction

    Scans a Word document, including comments, headers, footnotes and tracked deletions, for personal, health, account and privileged text, redacts only confirmed items and exports a clean copy.

    With Microsoft Word

    Enterprise add-on.

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