Compliance
Every check that can lapse — background checks, right to work, first aid, training, public liability insurance, policy reviews — with expiry dates, attached evidence and a single status.
What's included
One dashboard, with the parts you need turned on
Start with Documents for your paperwork. Turn on Compliance when things start expiring. Add Clients when you need one place for who you work with and what was last said.
No.ModulePlan
Documents
Certificates, contracts, risk assessments and consent forms with version history, expiry tagging and a one-click evidence pack.
Clients
A record for every client — contact details, the status you set, and a dated log of conversations, outcomes and next actions, with a list of anyone who has gone quiet.
Built for any kind of business
There are no fixed sector templates here. You name the checks, dates and documents your business actually has to keep on top of — whatever trade you're in. Here's how that tends to look.
A consultant
Professional indemnity insurance, client contracts, ICO registration and the invoices you keep meaning to chase.
A tradesperson
Public liability, gas or electrical certification, vehicle insurance, tool hire agreements and quotes waiting on an answer.
A salon
Treatment insurance, staff training records, product safety paperwork and rebooking reminders for regular clients.
An online business
Domain and software renewals, supplier terms, data protection records and the partnership emails you owe a reply to.