Retire the patchwork
Spreadsheets, inboxes, and shared drives don't know what a registration or a sign-off is. The Practice Desk is one free workspace for every client an outsourced compliance firm serves. It keeps the records; it runs no AI and makes no scans.
How the desk works
- Add your clients: up to 50 active clients per desk, by CRD lookup, by pasting several CRD numbers, or by import from monday.com or Smartsheet.
- Apply one checklist template to up to 50 clients; every open and overdue item appears in one task list with a calendar feed.
- Log approvals by fingerprint: the SHA-256 fingerprint is computed in the browser and the file is never uploaded.
- Request sign-off by a single-use emailed link that expires after 14 days by default.
- Issue a printable record of internal review with a code anyone can look up on the public record-check page.
- Export a client's records as a zip with a manifest and content digest, then hand over.
- See what changed in each client's public filings from a weekly check, and get desk events in Teams or Slack on Pro seats.
What it does not do
The desk does not check a stakeholder's identity or authority, does not review, approve, or certify documents, does not verify a filing, is not an archive, and does not give legal advice.
What's next
Picking files from SharePoint and OneDrive is in development. A one-time code on sign-off links, automatic reminders, a deadline library and more templates are planned. None is available today.
Partner terms
The desk is free with three people included; extra seats are $9 per seat per month, or $84 per seat per year. Client firms you bring to their own plan get a standing partner discount. Part of the current bounded U.S. pilot.