For consultants and partners
Build it once. Apply it to every client.
Keep your best processes in your own template workspace, group them into packs, and apply a pack to each client as drafts they review.
- Business Current Account Opening
- Account Closure and Final Settlement
- Debit Card Issue and Replacement
Each client reviews its drafts. Nothing is published until they say so.
How it works
From your method to their manual
Build your templates
Map your processes once, in a template workspace kept apart from every client.
Group them into packs
A pack carries its processes, their sub-processes, risks, controls, rules and files.
Apply a pack to a client
Pick the processes, map the roles, review what lands.
The client makes it theirs
They get drafts to adjust, review and publish to their team.
Map roles
Your templates, their roles.
Each template role becomes one of the client’s own roles. You confirm every match. No roles are created in the client.
- Used before
- The match you made for this client last time.
- Same name
- A client role with the same name.
- Suggested
- AI ranks the client’s roles. You choose.
Left unmapped, it arrives as “Template role: Operations Officer” and can’t be published until someone sets the Who.
Review
See what lands before it lands.
The client gets the latest published version of each template, as drafts. Nothing is duplicated, and anything left behind is listed for you.
How processes are mapped- Processes and sub-processesAs drafts. Nothing is published.
- Risks, controls and rulesReused where the client has them already.
- Attachments and coverCopied with each process.
- Hand-offsKept when the process they lead to comes too.
Partner access
The client stays in control.
You work inside their space. What you build there is theirs.
- Partner
- [Your firm]
- Access levels
- Can edit
- Until
- open-ended
- ✓Access levels they chooseThe client decides what your team can do in their space.
- ✓An end date, or ongoingAccess can end on a date. The client can bring it forward.
- ✓Revoke at onceThe client can end your access, and it stops immediately.
- ✓Per consultantThe client can remove one consultant and keep the rest.
- ✓A dated logEvery change to your access, with who made it and when.
- ✓A clean hand-overWork still held by your consultants is listed for reassigning.
Running a practice
Built for firms with many clients
All features
Consultants, feature by feature
Packs
Group template processes with their sub-processes, risks, controls, rules and files.
See how it works →Apply a pack
Pick, map roles, review. The client gets drafts. Nothing is published.
See how it works →Work in client spaces
Consultants open each client’s space. What they build there is the client’s.
See how it works →- Roles mapped to the client’sTemplate roles become the client’s own. AI suggests the matches, you confirm.→
- Template workspaceA partner’s own template processes, kept apart from every client.→
- Partner access the client controlsAccess levels, an end date, and revoke at once.→
- Every change stampedEach change in a client records the partner and the consultant.→
- Clients using each packEvery pack lists the clients it was applied to.→