How Our Services Work

Our compliance services are designed to provide structured implementation, expert guidance, and ongoing support—so your organization can stay compliant without having to manage everything internally.

While specific services may vary by engagement, most clients follow the same general process outlined below.

Step 1: Initial Contact & Account Setup

Once you move forward, your Account Executive will introduce you to our Implementation Team, who will guide you through the onboarding process.

During this phase, we may:

Request an employee roster and basic organizational details
Confirm account settings and locations
Schedule a brief kickoff call, if needed

This information allows us to properly configure your account and prepare your compliance program for setup.

Step 2: Policy Review & Publishing

The first major phase of implementation focuses on policies and procedures.

You’ll work directly with a Compliance Consultant, who will:

Review and customize your policies based on current regulations
Incorporate approved organization-specific details
Publish policies within the platform

Policies are linked directly to training modules so staff understand how they apply to their roles. Once published, policies are continuously monitored and updated as regulations change. Staff are notified when updates occur and are required to acknowledge revisions.

Step 3: Training, Tasks & Program Setup

After policies are published, we continue onboarding the remaining components of your program, which may include:

Staff profiles and documentation tracking
Compliance task scheduling
Training assignments and automated reminders
Additional services such as BAAs, SDS Binder, or assessments

Our team ensures everything is set up correctly and aligned with your organization’s needs.

Step 4: Transition to Ongoing Support

Once implementation is complete, your organization is transitioned to a dedicated support team of experienced compliance professionals.

This team:

Becomes familiar with your organization
Provides ongoing compliance and technical support
Conducts quarterly reviews to help keep your program on track
Assists with notices, questions, and compliance-related concerns

Support is ongoing for the duration of your service.

Timelines to Expect

Initial policy publishing and training rollout can often be completed in 2–3 weeks
Full implementation may take up to 3 months, depending on:
- Organization size and complexity
- Timeliness of information provided
- Services included in your program

We prioritize accuracy and completeness to ensure your compliance program is effective and audit-ready.

Your Role in the Process

To keep implementation moving smoothly, clients are responsible for:

Providing accurate and timely information
Participating in required reviews and approvals
Following published policies and completing assigned tasks

Our team supports you throughout the process, but successful compliance is a shared effort.

Have questions about implementation or what applies to your organization?
Chat with us or reach out to your support team.

Last reviewed: January 2026

How Our Services Work

An overview of how our compliance services are implemented, supported, and maintained over time.