Projects Β· Clients Β· Tasks Β· Filings Β· Regulations Β· Notices
Action Centre
What needs your attention
β Portfolio Health
Compliance Score
π Filing Trend
Month-on-Month
β‘ Urgent Work
Next 72 Hours
Onboarding Progress
π° Compliance Radar
Guidance Impact Snapshot
All service items
Standalone service workboard
Operations Β· Regulatory Library
β Regulatory Library
Regulatory Library
Official guidance tracker
Impact Dashboard
Workflow and matter actions
Rule Versioning
Review and publish queue
Source Ingestion
Official regulator source registry
β Add / Update Guidance Records
Step 1
Capture new guidance
Step 2
Map business impact
Step 3
Propose workflow change
Platform Β· AI Copilot
AI Copilot
AI Chat
Operational assistant
AI Settings
Provider configuration
AI Actions
Generate operational drafts
Draft Output
AI-generated draft
Platform Β· Command Center
Command Center
Upload Review Queue
Client documents awaiting internal review
Platform Β· Administration
Admin Console
Reference Documents
Product Atlas
Tools Β· Documentation
Training Manual
Operations Β· Retainers
Retainer & Payment Tracking
| Client / Project | Amount | Cycle | Start | End | Status | Action |
|---|
Return Filings
| Return | Regulator | Frequency | Period | Due Date | Filed Date | Ack. No. | Status | Action |
|---|
Governance Β· DPDP
DPDP Compliance
Consent Register
Pending Consent Requests
| Client | Data Principal | Purpose | Requested | OTP Expires | Status |
|---|
Verified Consent Register
| Data Principal | Purpose | Consent Date | Expiry | Status | Action |
|---|
Execution Β· Queries
Client Queries & Support
| Subject | Client | Project | Priority | Status | Assigned To | Raised On | Action |
|---|
Execution Β· eSign
eSign / DSC Requests
| Document | Project | Provider | Signers | Status | Expires | Invitations | Actions |
|---|
Operations Β· Automation
Workflow Automation
Rules fire automatically when events happen. Each rule checks conditions and runs an action.
| Rule Name | Trigger | Action | Conditions | Enabled | Action |
|---|
Recent Automation Runs
| Rule | Trigger | Result | Note | Ran At |
|---|
Governance Β· Maker-Checker
Maker-Checker Approvals
Stage Transitions
Pending Stage Advances
Maker-Checker Inbox
| Type | Item | Requested By | Requested At | Status | Checker | Action |
|---|
Governance Β· Penalty Register
Penalty & Risk Exposure Register
| Return / Filing | Client | Regulator | Due Date | Days Late | Status | Min Exposure (βΉ) | Max Exposure (βΉ) | Mitigation | Action |
|---|
Highest Risk Clients
Top 5 by penalty exposure
Penalty Clause Reference
Selected item
Platform Β· Analytics