AI compliance co-pilot
What compliance work should we prepare today?
Ask about expirations, client gaps, questionnaire answers, evidence, or portal packets. Copilot prepares source-linked work while risky submissions and attestations stay human-gated.
Compliance Passport
Document Vault
Mock upload and evidence inventory for COIs, W-9s, EMR letters, OSHA logs, safety policies, training records, insurance schedules, and credentials.
Document intake and extraction
Choose a file for Supabase Storage or enter a document name for metadata-only intake. Every result is routed to human review.
| Document | Type | Expiration | Metadata | Confidence | Status |
|---|---|---|---|---|---|
| Drug and Alcohol Policy | Drug policy | 2026-05-22 | storage: demo/drug-policy.pdf | 0% | Expiring soon |
| Certificate of Insurance - GL/Auto/WC | COI | 2026-06-15 | storage: demo/coi.pdf | 0% | Expiring soon |
| Live Test COI 2026.pdf | COI | 2026-06-15 | storage: pending/Live Test COI 2026.pdf | 0% | Needs review |
| tmp-upload-test.txt | Safety / compliance document | 2026-11-15 | storage: 11111111-1111-4111-8111-111111111111/1779607996668-tmp-upload-test.txt | 0% | Needs review |
| tmp-upload-test.txt | Safety / compliance document | 2026-11-15 | storage: pending/1779607996116-tmp-upload-test.txt | 0% | Needs review |
| Signed W-9 2026 | W-9 | 2027-01-02 | storage: demo/w9.pdf | 0% | Valid |
| OSHA 300A Summary 2025 | OSHA logs | 2027-02-01 | storage: demo/osha-300a.pdf | 0% | Valid |
| EMR Letter 2024-2026 | EMR letter | 2027-03-01 | storage: demo/emr.pdf | 0% | Valid |