C
Compass
Sign in
Policy ops for modern consultancies

Turn chaotic client work into a repeatable compliance engine.

Compass centralizes policies, procedures, and deliverables in one multi-tenant workspace. Orchestrate intake, draft workflows, reviews, and approvals with complete visibility across every engagement.

ISO & SOC workflows ready
Multi-tenant by default
Draft with or without AI
Engagement overviewLive
FinServe HoldingsSOC 2 Type II
42
Controls
7
Drafts
3
Reviews
Deliverable pipelineUpdated 2 min ago
Risk register draftIn review
Access control policyApproved
Incident response runbookDrafting
AI drafting assistant

Suggests steps, evidence, and artifacts based on your prompt library and client context.

Structured policy libraries

Model each client’s playbooks, templates, and deliverables without duplicating effort.

Workflow orchestration

Visualize inputs, steps, and outputs to keep reviewers, authors, and approvers aligned.

Real-time visibility

Track what is drafting, under review, and approved across every engagement.

Workflow

Every engagement, same rhythm.

Configure your steps once and Compass turns them into reusable templates. Intake data flows directly into drafts, reviewers get structured queues, and export-ready files stay organized per client.

1Intake, scope, and evidence collection.
2Draft workflows with templates or AI.
3Review, approve, and export deliverables.
Workflow viewPlaybook
Intake form
Client requirements captured
Complete
Draft policy
Assigned to consultant
In progress
Reviewer pass
Due in 3 days
Queued
Final sign-off
Stakeholder approval
Pending
Pricing

Built for consultancies at scale.

Get unlimited client workspaces, configurable playbooks, and secure review flows. Only pay for the team members who need access.

Growth
$59
per seat / month
  • Unlimited clients & folders
  • AI drafting (optional)
  • Custom templates & playbooks
Start free pilot
Testimonial

“Compass replaced three spreadsheets, two drive folders, and endless email threads.”

Alex Rivera · Operations Lead, Alpenglow Advisory
Security

Keep every tenant’s data isolated with role-based access, audit logs, and structured review gates. Exportable evidence stays aligned with your compliance frameworks.

Audit logsRBACData isolation

Ready to standardize your delivery?

Bring your first client into Compass and watch every policy, procedure, and deliverable follow a predictable path to approval.

Launch your workspace