Use cases

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Compliance Automation
Near-Miss Incident Reporting

Automate the Near Miss reporting workflow as part of an effective Quality Management program. Remove the documentation burden, boost customer confidence, and focus on identifying root causes.

Compliance Automation
Compliance & Legal Operations
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Venture Capital & Private Equity
Special Purpose Vehicle (SPV) Operations

Standardize and automate your SPV operations using customizable processes and checklists

Venture Capital & Private Equity
Compliance & Legal Operations
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Compliance Automation
Tax Reporting

Report taxes with automated form steps, documentation, and data management

Compliance Automation
Compliance & Legal Operations
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Compliance Automation
Purchase Orders

PO ordering simplified and streamlined, including approvals

Compliance Automation
Compliance & Legal Operations
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Venture Capital & Private Equity
Deed Compliance

Maintain deed compliance with a standard, automated workflow

Venture Capital & Private Equity
Compliance & Legal Operations
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Compliance Automation
Expense Management

End-to-end submission and processing of business expenses

Compliance Automation
Compliance Operations (Financial Services)
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Venture Capital & Private Equity
FACTA

Create, manage, and file FACTA reports to the IRS

Venture Capital & Private Equity
Compliance & Legal Operations
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Venture Capital & Private Equity
Management Compliance Attestations

Create and manage compliance attestations with automated document creation and data collection

Venture Capital & Private Equity
Compliance & Legal Operations
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Compliance Automation
Regular Audit Management

Complete regular internal audits with speed, precision, and automation

Compliance Automation
Compliance & Legal Operations
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Compliance Automation
Workplace Security

Carry out your workplace security trainings with clarity, consistency, and no email coordination

Compliance Automation
Compliance & Legal Operations
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