Everything you need for compliance

One platform to manage employee onboarding, forms, e-signatures, training, and compliance tracking.

Employee Onboarding

Guided checklists with automated form assignments, credential tracking, and role-based training requirements. Onboard employees in hours, not weeks.

  • Auto-assign onboarding forms by role (DSP, PCA, RN, Coordinator)
  • Track background checks, TB tests, CPR certs in one place
  • Invite employees via email — they set their own password
  • Real-time onboarding progress visible on employee profile

Form Management

Upload your PDF form templates. Auto-assign to clients and employees. Track completion status across your entire organization.

  • AI detects fillable fields and maps them to client/employee data
  • Auto-populate name, DOB, PMI, address, and case manager
  • Track form status: Not Started, In Progress, Completed, Signed
  • Bulk assign forms to multiple clients or employees at once

E-Signatures

Collect legally binding electronic signatures without printing a single page. Fully HIPAA compliant.

  • Send documents for e-signature directly from the platform
  • Automatic reminders for unsigned documents
  • Audit trail with timestamps and IP addresses
  • Compliant with ESIGN Act and UETA

Compliance Tracking

Real-time dashboard with compliance scores, expiring credentials, and overdue training. Get alerts before problems become violations.

  • Company-wide compliance score calculated in real time
  • Credential expiration alerts 30, 60, and 90 days out
  • Training completion tracking by employee and role
  • Audit-ready reports exportable in one click

AI-Powered Insights

Ask questions in plain English. Get instant compliance insights. All powered by AI with strict PHI anonymization.

  • AI reads scanned documents and extracts data automatically
  • Ask compliance questions in natural language
  • Risk alerts generated proactively by AI analysis
  • PHI sanitized before every AI request — HIPAA compliant by design

Training Management

Build and assign training courses. Track completion and generate certificates automatically.

  • Create custom training courses with slides and quizzes
  • Auto-assign required training by employee role
  • Track completion rates and quiz scores
  • Generate printable certificates upon completion

Automated Alerts

Never miss a deadline. Get automated email notifications for expiring credentials, overdue forms, and training deadlines.

  • Configurable alert windows (30, 60, 90 days)
  • Email notifications to employees and administrators
  • Dashboard alert center with priority sorting
  • Escalation workflows for critical items

HIPAA Compliance

Built from the ground up to be HIPAA compliant. Encryption, audit logs, BAA included.

  • AES-256 encryption at rest, TLS 1.2+ in transit
  • Complete audit logging of all PHI access
  • Role-based access controls with multi-tenant isolation
  • Business Associate Agreement (BAA) included
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