From rules-driven assembly to audit-ready evidence—built for regulatory-grade operations
Compliance Pack & Notice Automation (CPNA) — Key Features
Rules-driven Pack Builder
Jurisdiction-aware rules assemble the right documents, data extracts, and attachments into a single Compliance Pack automatically.
Smart Notice Templates
Tokenized, conditional templates render Notices with merge fields, language variants, and branding, ready for print or e-delivery.
Compliance Calendar & SLAs
Configurable calendars, lead times, and business-day logic schedule pack creation and Notice dispatch with SLA clocks and reminders.
Audit & Evidence Trail
Immutable log with versioning, approvals, proofs of service, and delivery receipts for end-to-end traceability.
Bulk Runs & Queues
Execute Compliance Packs and Notices in bulk with throttling, retry queues, and conflict detection for peak volumes.
Validation & Pre-checks
Eligibility checks, data-quality gates, and missing-field prompts prevent non-compliant output before generation.
Delivery & eSign Options
Certified mail, digital inbox, and e-signature support with open, bounce, and return tracking.
Role-based Controls & Workflows
Granular permissions with maker-checker approvals and release gates aligned to your compliance model.
Simple Pricing
Flexible pricing to match any budget or team size.
Starting at
14‑day free trial. No credit card required.
What’s included
- End‑to‑end Compliance Pack automation (policies, SOPs, attestations)
- Jurisdiction‑aware templates (e.g., GDPR, CCPA, ISO 27001, SOC 2) with update alerts
- Notice Automation: create, schedule, and deliver across email, Slack/Teams, and in‑app
- Role/region targeting, version control, and smart recurrence rules
- E‑signature and acknowledgement tracking with automated reminders
- Exportable audit trail (time‑stamped proofs, read receipts, change logs)
- Approval workflows and policy owner assignments
- Dashboards and reports for auditors and leadership
- Integrations: HRIS, CRM, ticketing, and webhooks; CSV import/export
- 5 admin seats included; unlimited viewers/stakeholders
- 10,000 notices per month included; usage‑based overage pricing available
- Data retention up to 7 years; evidence binder exports (PDF/CSV)
- SSO (SAML/OIDC) and SCIM provisioning; role‑based access control
- Email support and guided onboarding
Frequently asked questions
Stay compliant without the busywork.
Standardize templates, automate schedules and escalations, and keep immutable trails for audits. Plug in your HRIS/ERP and email/SMS to go live fast.