Get your client ready for the inspector or regulator: the checklist, the evidence and the likely questions, ready before the visit.
The checklist, the evidence and the gaps sit in one place, so the client is ready before the inspector arrives.
The visit is announced and everyone hunts for what the inspector might ask for.
An assistant drafts the checklist from the rules that apply to the client, for you to check and adjust.
Logs, certificates and records sit in inboxes and drawers across the client's teams.
Send a form with an upload for each item. The answers and files land in the client's workspace.
The inspector finds the problem first, and the client hears about it in the report.
Ask the assistant for the questions an inspector is likely to ask, then note each gap and when it will be closed.
Integrations
Hi, I'm DimiContinue with GoogleFree. No card needed.Sign up free with your Google account in a few seconds. Your first client workspace is set up for you.
HenryRisk registersAdded
GraceCompliance reviewsAdded
NaomiInternal auditAddDimi suggests assistants from the client's scope. Add the ones you need, such as Henry for risk or Naomi for audit.
HenryYour draft is ready to checkSend the client's documents to their workspace address. Drafts come back to your inbox for you to check and confirm.
Still have questions? Talk to our team
Email your assistants the work. Drafts come back to your inbox for you to check and confirm, with nothing new to learn.