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
Expiration and Renewal Monitor
Upcoming expirations, overdue items, responsible people, and suggested renewal actions.
| Item | Due date | Days | Responsible person | Severity | Suggested next action |
|---|---|---|---|---|---|
| Drug and Alcohol Policy | 2026-05-22 | 10 | Dana Morris | High | Route renewal draft for approval |
| Certificate of Insurance | 2026-06-15 | 34 | Reed Walker | Medium | Request renewal binder |
| Equipment Insurance Schedule | 2026-06-15 | 34 | Reed Walker | Medium | Confirm covered unit schedule |