Compliance for consulting and advisory firms
Your clients’ compliance, with a complete trail
For compliance and data protection consultancies, advisory firms and outsourced data protection officers. Each client’s channel, controls and evidence as records with deadlines, and your own sales work in the same place.
- Every client with its records and deadlines
- Periodic controls with evidence and signature
- Proposals, contracts and hours in the CRM
Possible misuse of travel expenses
- Client company
- Distributor · 180 employees
- Intake
- Anonymous, via form
- Access
- Administrators only
- Acknowledgment
- Deadline flagged
- Mon 18:22Anonymous report received through the channel
- Mon 18:22Acknowledgment clock started
- Tue 10:05Acknowledgment sent from the record
- Tue 12:40Admissibility checklist started
Who it is for
Is it right for your company?
For firms that manage compliance for other companies, and for the in-house team that runs it:
Not on the list? attendo can be set up for any line of business, with your document types, your fields and your vocabulary.
The challenges
Several clients, each with its own deadlines
A compliance consultancy sells peace of mind. And peace of mind depends on never missing a deadline for any client.
- Acknowledgment due
Channels that are just inboxes
Each client has its reporting channel, and many are just an email address. Acknowledgment and response deadlines live in a shared calendar.
- Control overdue
Controls scattered across spreadsheets and email
Periodic controls, license and insurance renewals, policy acknowledgments. Every client in its own spreadsheet and every reminder in someone’s inbox.
- No evidence
Evidence that has to be rebuilt
When an audit or a regulator asks, people dig through emails, attachments and versions to show what was done, who did it and when.
How attendo solves it
Each challenge, with the modules that solve it
They are modules of the same platform: you turn on the ones you use, and they all work on the same record.
The channel, with its deadlines tracked
A reporting channel with anonymous or named reports, records restricted to administrators and the acknowledgment deadline flagged. How each client company’s channel is organized is defined with you during onboarding.
Laptops for the Engineering team
- 09:12 · EmailEmma’s request comes in
- 09:12 · marIASuggests category: IT purchasing
- 11:40 · ApprovalApproved by management
- 12:05 · OrderSent and signed by the supplier
Controls with a date, an owner and evidence
Each control is a recurring document with its checklist, owner and attached evidence. Policies are signed with attendo eSign, and renewals alert you before the due date.
Evidence with a trail, and your firm in order
The timeline keeps every step with its date and author, and the fingerprint of documents and events is stored on a blockchain. Attachments are scanned for malware and you can copy everything to your own S3 storage. In the CRM you manage proposals, contracts and hours per client.
A typical day · example
A report to a client’s channel
From an anonymous message to a closed record, with every step logged. Example scenario, with made-up data.
Possible misuse of travel expenses
- Client company
- Distributor · 180 employees
- Intake
- Anonymous, via form
- Access
- Administrators only
- Acknowledgment
- Deadline flagged
- Mon 18:22Anonymous report received through the channel
- Mon 18:22Acknowledgment clock started
- Tue 10:05Acknowledgment sent from the record
- Tue 12:40Admissibility checklist started
- Step 1
The report comes in
Someone at the client company writes anonymously. A record opens, restricted to administrators, and the acknowledgment clock starts.
- Step 2
Acknowledged on time
attendo flags the acknowledgment deadline. The consultancy replies from the record and the reply is saved with its date.
- Step 3
Assessed and investigated
The admissibility checklist records why the report is admitted. Tasks, notes and attachments stay on the timeline.
- Step 4
Closed with a trail
The resolution is recorded and the record keeps every step, with its blockchain fingerprint, for whenever someone asks.
Solutions for this industry
Where to start
They are the same platform with each area’s modules turned on. Start with one and add the rest without migrating anything.
marIA, the attendo AI
marIA at a compliance consultancy
It helps with the documentation work. The judgment is yours.
-
Searches your procedures
Upload your policies, procedures and templates. marIA answers your team using that documentation.
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Ask about your controls
“Which controls are due this month, and for which clients?” It answers with your data and shows the query.
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With the provider you choose
If data must not leave Europe, you can use Scaleway or your Microsoft 365 Copilot. And AI can be switched off module by module.
What it does not do: It does not assess reports or decide whether a record is admitted.
Honesty
What attendo does not do
Better to know before the demo. And if your case calls for another tool, we will tell you.
- Not a GRC suite
Risk matrices, regulatory libraries and control mapping are not in attendo. If you need them, a GRC suite is a better fit.
- The compliance panel is about your team
It measures whether your team completes its tasks and deadlines, not your clients’ regulatory compliance.
- No certifications of its own
attendo does not hold ISO 27001 or ENS. For your clients that may be an objection, so it is better to raise it early.
- The law is applied by a professional
attendo is the tool. The system owner, the channel policy and the investigation are provided by each organization.
Regulations
Regulations you can document
The obligation is yours and your engineer’s or advisor’s. attendo helps you document every inspection and every step, with its date, its author and its evidence.
- Law 2/2023 (Spain) · whistleblower protection
Channel acknowledgment and response deadlines and the log of every report, as records with their trail.
- EU Directive 2019/1937 · whistleblowing
The internal reporting channel and its confidentiality, documented record by record.
- ISO 37301 · compliance management systems
Periodic controls, their evidence and their owners.
- ISO 37002 and UNE 19601 (Spain)
Whistleblowing management and criminal compliance, with their documentation and records.
Compare and calculate
Before you decide
An honest comparison and a calculator with its assumptions in plain view.
By department
Related use cases
Other industries
Frequently asked questions
Frequently asked questions
Is it a whistleblowing channel or something more?
Something more. The whistleblowing channel is one module, and here it works alongside controls, evidence and the management of your own firm. If you are after compliance for your own company, not your clients’, see attendo Compliance.
Can I manage several clients?
Yes. Each client is a record with its reports, controls and contracts. How access and each client’s channel are separated is defined with you during onboarding.
Does it track legal deadlines?
It flags the acknowledgment deadline, and a flow can alert you before other due dates. What the law requires in each case is confirmed by your legal team.
How do I collect policy acknowledgments?
With an acknowledgment form or checklist, or with an attendo eSign signature. Each acknowledgment is saved with its date and author.
Where is the data?
In the European Union: the SaaS service runs in a European region of AWS, OVHcloud or Google Cloud, with a dedicated database for your company, and you can copy your data to your own S3 storage. As a project, attendo can also be installed on-premise, on your own infrastructure.
Does attendo hold certifications?
No. attendo does not hold ISO 27001 or ENS. We walk you through the actual security controls on a technical call and on the security page.
Request a demo
Tell us how you manage your clients
We will show you attendo with a channel, a periodic control and a proposal like yours. If your case calls for a GRC suite, we will tell you. Would you rather try it yourself? Request a trial account and we will set it up with your case.
- With your operation, not a generic demo
- A real person from our team replies
- No cold calls afterwards
Would you rather talk first?
- Phone +34 902 750 677 · +34 910 053 530
- Email sales@attendo.me
- Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)