Start with client policy documents
Upload policies, standards, procedures, and supporting documents. The workflow extracts specific control commitments and normalizes them for review.
Gap Analysis
Policy-to-control gap analysis with AI.
Extract control statements from client policies, map them to target frameworks, and generate source-backed gap matrices for reviewer approval.
Workflow Value
From dense data to defensible action.
Map against the target framework
Each statement is compared against SOC 2 common criteria, ISO 27001 Annex A, HIPAA safeguards, or your firm control library.
Produce verdicts reviewers can trust
The output is a gap matrix with Covered, Partially Covered, or Missing verdicts, rationale, and the specific source paragraph behind each conclusion.
Export to your workpaper format
We shape the output into your Excel workbook, Word template, or internal review format so the team does not need to rework the draft.
Workflow Scope
Built around your engagement delivery process.
The workflow starts with a narrow advisory use case, then expands only when reviewers trust the source-backed output.
Who this is for
Teams with document-heavy client delivery workflows and repetitive senior review bottlenecks.
- Cyber compliance consultants
- Risk advisory teams
- IT audit teams
- Framework readiness teams
What we automate
Repeatable work that can be drafted with source citations before human review.
- Policy extraction
- Control mapping
- Coverage scoring
- Gap rationale drafting
- Remediation note drafting
Outputs
Reviewer-ready artifacts shaped to your templates, evidence standards, and client delivery format.
- Gap matrix
- Coverage verdicts
- Source paragraph citations
- Reviewer notes
Delivery Design
What the workflow looks like in practice.
Each solution page breaks the buyer workflow into operating steps, reviewer controls, and pilot-fit criteria a real advisory team would ask about.
01
Upload client policies, standards, procedures, and framework targets.
02
Extract control commitments and normalize policy language.
03
Map each statement against SOC 2, ISO 27001, HIPAA, or your firm control library.
04
Generate a gap matrix with verdicts, rationale, remediation notes, and source paragraphs.
Reviewer controls
Controls that keep AI as a drafting layer and preserve professional judgment.
- Covered / Partially Covered / Missing verdict review
- Source paragraph links for each conclusion
- Framework overlap visibility
- Custom rating labels and review language
Good pilot fit
Signals that this workflow is ready for a focused 30-day pilot.
- Policies are available in document form
- Target framework is known
- Coverage labels are agreed
- Reviewers can validate a sample matrix quickly
Related Workflows
Where teams usually expand next.
Most advisory pilots start narrow, then expand into neighboring workflows once reviewers trust the output.
FAQ
Frequently asked questions
Can the verdict labels match our methodology?
Yes. We can use your own rating labels, review language, and control library structure.
Can one policy map to multiple frameworks?
Yes. The workflow can map shared evidence across overlapping frameworks to reduce redundant review.
Automate one advisory workflow.
Bring the workpaper, evidence review, or diligence process that consumes the most hours. We will map a practical AI-assisted pilot around your methodology.