Advisory Partners & Consultancies
AI Compliance for Consultancies
Purpose-built tools for advisory firms, law firms, and consultancies to manage AI compliance across multiple client organizations with white-label branding and cross-client analytics.
Partner Starter
For small advisory firms managing a handful of clients
Custom
Up to 5 client organizations- Multi-client dashboard
- Client portal with context switching
- Per-client system monitoring
- Activity logging & audit trail
- Up to 3 consultant seats
Partner Professional
For growing consultancies with expanding client portfolios
Custom
Up to 20 client organizations- Everything in Starter
- Cross-client analytics & benchmarking
- White-label compliance reports (your logo & colors on client PDFs)
- Advanced client risk reporting
- Team role management
- Up to 10 consultant seats
Partner Enterprise
For large consultancies running compliance at scale
Custom
Unlimited client organizations- Everything in Professional
- Unlimited consultant seats
- Priority email support
- Dedicated partner success manager
- Onboarding & team training session
Platform Capabilities
Multi-Client Management
Manage compliance for all your client organizations from a single dashboard. Add clients, assign team members, and switch between contexts instantly.
Cross-Client Analytics
Aggregate compliance insights across your client portfolio. Identify trends, benchmark performance, and generate board-ready reports.
White-Label Reports
Present compliance PDFs with your firm's logo, colors, and footer. Available on Professional and Enterprise plans — your clients see your brand, not ours.
Data Isolation & Security
Complete data isolation between client organizations with Row Level Security. Each client gets their own secure compliance environment.
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