A disability services provider was carrying its entire compliance obligation load in one person's head and inbox. Mid-audit, with a regulator asking questions. We built the layer that tracks it instead.
Every obligation in the register runs the same cadence. Real triggers only - nothing sends unless something actually needs a human.
NDIS providers carry a long tail of obligations - registration renewals, insurance, policy reviews, worker screening, information requests from the Commission. Every one of them arrived as an email, and every one of them was tracked by remembering it.
The one that mattered is now four hundred emails down.
Everything sits in their OneDrive, their Microsoft 365, their n8n and their Claude workspace. No licence, no subscription to us, nothing that stops working if they never speak to us again.
Every obligation, owner, due date and evidence location in one place, sitting in their own OneDrive. An automation reads it and emails on the six-point cadence above. Recurring cycles roll themselves forward, so a quarterly obligation never needs re-entering.
Email from a watched regulator address gets flagged high-importance the moment it lands, an alert goes out, and the message is written into an evidence log automatically. During an audit, proving when something arrived and when it was actioned is half the battle.
What's overdue, what's coming, what's still missing a date. Built on live formulas rather than static values, so it tracks every edit the team makes instead of quietly going stale and becoming another thing to maintain.
Draft a shift note, keep the register current, decode and reply to a regulator request, or ask "are we audit ready?" against live data. Participants are referred to by code, never by name - if a real name is supplied, the assistant asks for a code instead. Every output is a draft for human review, and none of them can send anything anywhere.
The dashboard, and a safety net. If an automation fails it retries on its own. If it still fails, it emails us - not the client. They hear it from someone who already knows and has a fix, instead of finding out when a deadline quietly goes past. That's standard on everything we build, not an upsell.
That's exactly the kind of risk this removes. We scope it, send a fixed quote, and hand over everything at the end. Thirty minutes, no deck, no obligation.
