Manage multiple clients with AI-powered delivery, 22+ frameworks, full document management, versioning, and client/auditor portal access
Client capacity increase per consultant with AI-powered project delivery
Per engagement with pre-built templates, AI assistance, and automated workflows
Complete document repository with versioning ensures instant audit readiness
Framework-specific guidance, document generation, and implementation support
Every client engagement includes an AI assistant that understands compliance context and provides framework-specific guidance, document generation, and implementation recommendations.
Generate policy drafts, procedure templates, and evidence documentation tailored to each client's context and compliance requirements.
Get contextual recommendations based on ISO 22301, SOC 2, ISO 27001, or any active framework with control-specific implementation guidance.
631+ control correlations help clients leverage existing compliance work across multiple certifications—40-60% less duplicate effort.
Full document lifecycle management with reference numbers, version control, framework linkages, and workflow status tracking. Upload policies, plans, and evidence as you go—stay audit-ready at all times.
Auto-generated unique reference numbers for every document (e.g., POL-ISO27001-001). Searchable by reference, title, framework, category, or status.
Complete version tracking with major/minor/patch numbering (e.g., v1.2.3). View full history, compare versions, and restore previous versions instantly.
Track every document through its lifecycle: Draft, In Review, Approved, Archived. Assign reviewers, set due dates, and maintain full audit trail.
Upload policies, procedures, plans, and evidence as you complete tasks. All file types supported with bulk upload and drag-and-drop.
Grant clients and auditors secure, read-only access to monitor project progress and view approved artifacts in real-time. Build trust and transparency while maintaining complete control.
Create secure portal accounts for client stakeholders. Monitor progress, view task completion, access approved documents only.
Provide auditors with specialized access to review approved artifacts, evidence packages, and compliance documentation.
Define exactly what each viewer can access. Project-level control, status filtering, download permissions, time-limited access.
Real-time progress visibility, professional deliverables, clear project status. Reduce status calls and build confidence.
Start with battle-tested frameworks or build custom projects. Every framework is fully customizable with complete project management capabilities and AI-powered guidance.
Adapt frameworks to match existing processes
Create custom projects for any initiative
Visual scheduling with dependencies
Task-level tracking and invoicing
Eliminate duplicate work across frameworks
Professional package: $35K/mo investment → $150-300K/mo revenue potential with AI-assisted delivery and 5-10x client capacity increase.
See how Firm Portal's AI-powered delivery, document management, and client portals can transform your business