One library, one approval flow, one tamper-evident audit trail. So every notice your agency sends is the version compliance actually approved.
Dear {{consumer.first_name}},
Federal Mini-Miranda v1.5
Our records show the account ending in {{consumer.last4}} from Northcross Bank has a balance of {{consumer.balance}}.
To pay or set up a plan, visit Pay-online CTA v1.4
Word, email, and copy-paste into the CRM. Every step is a place for the wrong version to ship.
By the time approved language reaches the CRM, three people have edited it and nobody knows which copy is real.
NY DFS updates a notice. You find out 60 days later — after a consumer complaint cites the old language.
"Show us every version sent between March and June" becomes a four-person scramble through Outlook.
Legal lives in redlines, ops in the CRM. The handoff is an email attachment and a prayer.
Approved language is a locked block. Drop it into any template — version-tracked, impossible to edit accidentally.
Side-by-side diff against the live version, block changes called out separately. Approve, comment, or send back in one click.
One-click deploy compiles every state variation, pushes to your CRM, and snapshots to the compliance archive. No more copy-paste.
Every edit, comment, approval, and deploy lives in a tamper-evident log. Examiner asks for a date range; you hand them a signed PDF in 90 seconds.
NY DFS publishes new guidance. Edit the NY DFS Notice block once. Every dependent template flags for re-review automatically.
Live version on the left, proposed on the right, block-version changes called out separately from prose edits.
One-click push to ACE, Latitude, DAKCS, Salesforce, and Twilio. Compliance archive snapshot is automatic and WORM-retained.
We don't ship regulatory content. We turn whatever your counsel approves into a versioned, dependency-tracked, auditable pipeline.
Same regulatory change. Two very different Tuesdays.
All plans include unlimited templates and blocks, the hash-chained audit log, and unlimited approval reviewers. Annual billing available.
For agencies with one client portfolio and up to 5 authors.
For multi-portfolio agencies needing portfolio-specific workflows.
For large servicers, BPOs, and agencies with 200+ users.
No. We're workflow infrastructure — versioning, dependency tracking, approvals, deploys, audit log. The interpretation belongs to your counsel.
No. We're the system of record for notice content; your CRM stays the system of record for accounts and sends.
Every event is hashed and chained to the prior event in append-only storage. Nightly verification, plus an open-source verifier auditors can run themselves.
Yes. Workflows are configurable per portfolio: single-stage, multi-stage, parallel reviewers, conditional routing, SLA timers.
Imports from Word, Google Docs, Confluence, and homegrown tools. Self-serve playbooks, or implementation-partner referrals. ~4–8 weeks for 100 templates.
SOC 2 Type II, AES-256 at rest, TLS 1.3 in transit, AWS. Dedicated tenancy on Enterprise; data residency configurable. DPA/BAA signed; pentest report on request.
Start with a 30-minute demo. We'll walk through your highest-volume notice and show you the upgrade path.