One firm, many clients, one account. Each client gets a separate workspace with its own registers, respondents and branding. Your consultants see one Assessment hub across all of them, and your reports go out under the client's name.
Each client is isolated. Their users see only their own policies and registers. Your team sees everything they are assigned to, across clients, in one queue.
Branding presets apply per workspace. The RCSA report, the acknowledgement report and the policy viewer all carry the client's logo and colours.
Reuse your regulatory register and workflow templates across clients. Scope the RCSA from the registers, invite respondents, start.
The deliverable is no longer a folder of Word documents and a workbook. It is a working environment the client logs into after you leave.
Create the client workspace, apply their branding, load the regulators they report to from the included registers.
Import or draft policies with the Magpie co-pilot, link clauses to the regulatory register, configure the approval chain to their governance structure.
Scope the RCSA from the risk and control registers, invite the business as respondents, review in threads, generate the report.
Transfer ownership of the workspace. The client's compliance officer runs it; you stay on as a reviewer or step away entirely.
Every generated report, from the RCSA PDF to the acknowledgement summary, uses the workspace's branding preset. Switch clients and the output switches with it. The firm's name appears where you choose: nowhere, in the footer, or as "prepared by".
Registers, workflow templates and policy templates carry from one client to the next. The second engagement is faster than the first; the tenth is a process.
A client who runs their governance in a system you set up keeps you as reviewer, advisor or annual assessor. A folder of documents does not call you back.
Consulting partners earn referral and resale terms, co-marketing and early access. See the partner programme →
Choose "consultant" at sign-up and the trial pre-loads two sample clients, so you can see the hub, the switching and the white-label output on day one.