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ClauseMatch Policy Management from ClauseMatch
Policy collaboration, real-time editing, approval workflows, automated attestations, version history, compliance mapping, and audit trails. Strong integration capabilities with compliance systems.
Product analysis by function
Policy and Procedure Management Software for Compliance and Legal
Tools that create, distribute, and track acknowledgment of corporate policies, ensuring consistent application of compliance standards throughout the organization.
More Policy and Procedure Management Software
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Document Creation and Authoring
(9 Yes /9 Known /10 Possible features)
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Rich Text Editing Ability to create and format documents with rich text, images, tables, and lists. |
ClauseMatch highlights rich text formatting, ability to add tables, images, and lists in policy documents. | |
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Template Library Availability of pre-built or custom templates for rapid policy authoring. |
ClauseMatch includes configurable and reusable templates for policy authoring. | |
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Version Control Tracks and manages multiple document versions and changes over time. |
Version history and document change logs are referenced as core features. | |
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Collaboration Tools Enables multiple users to concurrently edit, comment, and suggest changes on documents. |
Real-time collaboration and concurrent editing are explicitly promoted. | |
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Content Cloning Allows duplication of existing documents to use as a baseline for new policies. |
Enables content/document cloning—duplicate existing documents to create new ones per product documentation. | |
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Change Tracking Monitors and highlights modifications between document versions. |
Change tracking and redlining mentioned in the product's overview. | |
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Approval Workflow Integration Connects document creation to review and approval workflows. |
Approval workflows integration is a highlighted functionality. | |
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Conditional Content Blocks Enables the use of conditional content sections for personalized policy delivery. |
Conditional content blocks for document personalization supported. | |
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Attachment Support Permits attaching files or external references to policy documents. |
Attachment support (add files, appendices to policies) indicated in documentation. | |
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Offline Editing Enables editing and authoring documents without internet connectivity. |
No information available |
Policy Distribution and Communication
(10 Yes /10 Known /10 Possible features)
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Multi-Channel Distribution Policies can be distributed via email, web portals, and mobile apps. |
Multi-channel distribution (via integrations/APIs with other platforms, including email and portals). | |
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Targeted Distribution Ability to send policies to specific users, groups, or departments. |
Policies can be targeted to specific user groups or departments. | |
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Audience Segmentation Allows for segmentation of distribution based on roles, location, or compliance requirements. |
Audience segmentation supported via user roles/groups. | |
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Automated Reminders System sends out automated reminders for policy acknowledgment and review. |
Automated reminders and notifications are built-in. | |
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Mobile Access Policies are accessible via mobile devices and dedicated apps. |
Mobile access is available via web-responsive interfaces; mobile mention on product website. | |
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Read Receipts Captures whether recipients have opened or viewed the policy. |
Read receipts are captured; acknowledgment events are tracked. | |
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Language Localization Support for delivering policies in multiple languages. |
Language localization supported (multiple language delivery). | |
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Secure Access Links Delivers documents via secure, expiring links. |
Secure access links for document sharing indicated. | |
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Bulk Distribution Capability Enables mass-distribution to large groups efficiently. |
ClauseMatch supports bulk distribution to large user groups. | |
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Custom Notifications Customizable notification messages for different policy events. |
Custom notification messages for policy events are configurable. |
Acknowledgment and Attestation Tracking
(8 Yes /8 Known /10 Possible features)
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Digital Signatures Supports e-signatures as proof of policy acknowledgment. |
Digital attestation and signature features described in 'automated attestations' and audit trails. | |
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Read & Acknowledgment Logging Logs date, time, and identity of acknowledgment events. |
System logs read & acknowledgment events (part of audit log and reporting). | |
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Mandatory Read Enforcement System can require users to read and acknowledge before progressing. |
Mandatory read/acknowledgment enforcement is mentioned in the automated attestations. | |
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Quiz/Assessment Integration Policy acknowledgment can be tied to a quiz or assessment to test understanding. |
No information available | |
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Bulk Attestation Management Enables tracking and reporting on acknowledgments at scale. |
Tracking and reporting on attestation at scale is part of the compliance dashboard. | |
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Automated Tracking Reminders Auto-notifies users who are delinquent in acknowledging policies. |
Automated tracking reminders are referenced under notifications. | |
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Audit Trail for Attestation Full audit log of actions taken on policy acknowledgment. |
Full audit logs for attestation are present per compliance and audit trail features. | |
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Re-Attestation Scheduling Schedule periodic re-acknowledgment of recurring or updated policies. |
Re-attestation scheduling is supported—periodic review/acknowledgment workflows. | |
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Track by Organizational Hierarchy Attestation compliance reporting by department, team, or role. |
Tracking by organizational hierarchy—compliance analytics by team/department are available. | |
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User Exemption Handling Manage exemptions or alternative attestation methods for specific user segments. |
No information available |
Workflow Management
(7 Yes /7 Known /10 Possible features)
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Customizable Approval Workflows Design multi-step review and approval workflows tailored to organizational needs. |
Multi-step, customizable approval workflows described as key differentiator. | |
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Parallel and Sequential Approvals Supports both parallel and sequential approval routing. |
Parallel/sequential approval paths are supported in the workflow engine. | |
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Role-Based Workflow Assignment Assign workflow stages and responsibilities based on user roles. |
Role-based workflow assignments are part of the approval workflow designer. | |
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Automated Workflow Notifications System notifies stakeholders as documents progress through workflows. |
Automated notifications at workflow steps are built in. | |
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Escalation Triggers Automatic escalations for overdue reviews or approvals. |
No information available | |
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Ad-Hoc Workflow Support Ability to initiate one-off reviews or exception approvals. |
Ad-hoc workflows for exceptions/one-off reviews described in policy collaboration features. | |
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Workflow SLA Tracking Monitors workflow step completion times against defined service levels. |
No information available | |
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Delegation and Surrogate Assignment Allows assignments to delegates during absences. |
No information available | |
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Workflow Templates and Cloning Reuse and adapt workflow patterns for new content. |
Workflow templates/cloning supported for process standardization. | |
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Real-time Workflow Status Live monitoring of where documents are within workflows. |
Live workflow monitoring/status page described in the product literature. |
Integration and Interoperability
(9 Yes /9 Known /10 Possible features)
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Single Sign-On (SSO) Supports authentication with enterprise SSO (e.g., SAML, OAuth). |
Single sign-on (SSO) available; SAML, OAuth options referenced in integrations. | |
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HRIS/ERP Integration Syncs user and organizational data from HR or ERP systems. |
Integrations with HRIS/ERP for user and org data available. | |
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API Access Offers APIs for programmatic access and integration with external systems. |
API access is a strong feature, for integration with other systems. | |
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Directory Service Support Integrates with Active Directory or LDAP for user management. |
No information available | |
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Learning Management System (LMS) Integration Links policy learning modules or assessments to corporate LMS. |
LMS integration referenced in compliance training/attestation features. | |
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Document Import/Export Supports import/export to/from common formats (PDF, Word). |
Import/export to/from Word, PDF, and other common formats stated. | |
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Webhook Support Enables automated, real-time triggers to other systems. |
Webhook support referenced in API/integration technical literature. | |
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Data Warehouse/Reporting Tool Integration Exports compliance and policy data to reporting tools. |
Data warehouse/reporting tool integrations indicated as export options. | |
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Regulatory Feed Integration Imports regulatory updates from external sources for policy alignment. |
Regulatory feeds and updates for compliance alignment supplied through integrations. | |
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Custom Field Mapping Flexible mapping of external data fields to internal schema. |
Custom field mapping supported for data schema alignment in integrations. |
Auditability and Reporting
(9 Yes /9 Known /10 Possible features)
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Comprehensive Audit Trail Tracks all activity associated with policy documents, users, and workflows. |
Comprehensive audit trail is a top-level feature of ClauseMatch. | |
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Custom Report Builder Enables custom queries and dashboards for compliance data. |
Custom report builder/dashboards for compliance data available. | |
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Scheduled Reporting Automates delivery of compliance reports on a scheduled basis. |
Scheduled reporting options referenced for compliance and usage reports. | |
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Exportable Reports Reports can be exported to formats like PDF, Excel, or CSV. |
Reports exportable to PDF/Excel/CSV as core functionality. | |
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Exception and Non-Compliance Reporting Identifies and highlights policy exceptions or non-compliance. |
Exception/non-compliance reporting present in compliance module. | |
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Drill-Down Capabilities Supports navigation from summary to individual record details. |
Reports and dashboards support drill-down from summary to record view. | |
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Customizable Dashboards Interactive dashboards for monitoring compliance status in real time. |
Customizable dashboards for monitoring compliance referenced as feature. | |
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Event and Change Logs Tracks all significant events or changes for auditing. |
Event/change logs included in audit history per product documentation. | |
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Regulator-Ready Reports Report templates and data formatted for regulatory review. |
No information available | |
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Retention and Archiving Logs Logs data retention and document archiving actions. |
Retention and archiving actions are logged for compliance. |
Security and Compliance
(7 Yes /7 Known /10 Possible features)
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Role-Based Access Controls (RBAC) Restricts access to documents and features based on user roles. |
RBAC cited repeatedly as a data security and compliance pillar. | |
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End-to-End Encryption Encrypts data at rest and in transit. |
End-to-end encryption (at rest/in transit) referenced in security section. | |
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Data Residency Options Allows selection of data storage region for compliance. |
Data residency options (cloud regions) available for compliance needs. | |
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Multi-Factor Authentication Requires additional user identification methods upon login. |
Multi-factor authentication is a highlighted security feature. | |
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Continuous Vulnerability Scanning Ongoing security assessment of the platform for vulnerabilities. |
No information available | |
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Activity Logging and Monitoring Real-time logging of user and admin activities. |
Activity logging and monitoring available as part of audit/compliance. | |
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Granular Permission Settings Allows fine-tuned permissions at document or section level. |
Granular permission control down to document section described. | |
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Data Loss Prevention Features Prevents unauthorized sharing or export of sensitive policy data. |
No information available | |
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Compliance Certifications Supports industry standards (e.g., SOC 2, ISO 27001, HIPAA). |
SOC 2, ISO, and similar compliance certifications referenced on site. | |
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Audit Log Retention Policy Configurable retention of audit logs for regulatory requirements. |
No information available |
Content Organization and Search
(9 Yes /9 Known /10 Possible features)
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Advanced Search Robust search across all policy text and metadata. |
Advanced search available across documents and metadata. | |
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Taxonomy & Tagging Allows flexible categorization and tagging of policies. |
Flexible policy taxonomy & tagging described in content management. | |
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Full-Text Search Searches the entire body of documents, not just titles or summaries. |
Full-text search engine for all policy contents available. | |
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Metadata Management Custom metadata fields for policies and procedures. |
Metadata management via custom fields/tagging per policy. | |
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Hierarchical Content Structure Supports folders, subfolders, and logical policy groupings. |
Hierarchical organization (folders/subfolders) included in platform. | |
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Favorites and Bookmarks Users can mark and quickly access frequently referenced policies. |
Users can bookmark/favorite documents for quick access. | |
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Document Linking Cross-link related policies and procedures within documents. |
Documents can link to related policies using cross-linking feature. | |
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Policy Expiry and Review Dates Tracks renewal/review dates and identifies obsolete content. |
Policy review/expiry dates tracked automatically. | |
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Document Pinning Highlights or features key policies for quick access. |
Document pinning or highlighting supported. | |
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Saved Search Queries Enables users to save frequently used searches. |
No information available |
User Experience and Accessibility
(10 Yes /10 Known /10 Possible features)
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Intuitive User Interface Simple, easily navigable interface. |
Intuitive UI promoted in all product literature and customer reviews. | |
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Responsive Design Consistent user experience across web and mobile devices. |
Responsive web and mobile design confirmed on product site. | |
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Accessibility Compliance Adheres to accessibility standards (e.g., WCAG 2.1, ADA). |
Accessibility compliance (ADA/WCAG) referenced in technical documentation. | |
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Multilingual Support User interfaces and help content in multiple languages. |
UI and user guidance available in multiple languages. | |
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Customizable Dashboards Users can personalize their dashboards and views. |
Customizable dashboards for user monitoring and tracking custom views. | |
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Guided Tutorials and Onboarding In-product help and guided setups for new users. |
Guided tutorials and onboarding available for new users. | |
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Clear Role-Based Navigation Navigation tailored to users’ specific roles. |
Navigation structure visible and customizable by user role. | |
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In-App Help and Tooltips Contextual help directly within the interface. |
In-app help and tooltips present throughout the UI. | |
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Bulk Actions Enables users to perform operations on multiple items at once. |
Bulk actions (policy updates, distribution, etc.) available. | |
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Custom Branding Option to add company logos and color schemes. |
Branding customizable (logos, color scheme) as per product documentation. |
Maintenance, Support, and Scalability
(10 Yes /10 Known /10 Possible features)
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Cloud Hosting Options Availability in public, private, or hybrid cloud environments. |
Cloud hosting options (public/private) described; SaaS solution. | |
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Self-Service Administration Admins can manage users, permissions, and content independently. |
Self-service admin (user/permission/content management) built in. | |
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Scalability System supports growing numbers of users and documents without performance loss. |
Designed for scalability with audits and case studies showing large client usage. | |
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Disaster Recovery Includes automated backups, redundancy, and disaster recovery. |
Disaster recovery and regular backups are mentioned in SLA/security docs. | |
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99.9% Uptime SLA Guaranteed high availability and uptime. |
99.9% uptime SLA cited in hosted solution material. | |
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24x7 Customer Support Continuous support availability. |
24x7 in-app and customer support availability mentioned. | |
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User Community and Knowledge Base Access to user forums, FAQs, and how-to guides. |
User community and knowledge base accessible via support portal. | |
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Automated Platform Updates System receives regular updates with minimal downtime. |
Automated platform updates (SaaS, minimal downtime) referenced. | |
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Custom SLA Options Tailored service level agreements available. |
Custom SLA options available for enterprise clients. | |
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Usage Analytics Monitors system usage for optimization and planning. |
Usage analytics and monitoring built in for optimization, per dashboard. |
Regulatory Compliance and Industry Alignment
(9 Yes /9 Known /10 Possible features)
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Gap Analysis Tools Identifies discrepancies between policies and applicable regulations. |
Gap analysis tools for mapping policy to regulation included. | |
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Dynamic Policy Mapping Maps internal policies to external regulatory frameworks. |
Dynamic policy-to-regulation mapping mentioned in product material. | |
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Automated Policy Updates for New Regulations Incorporates changes in law or regulation into workflows. |
Automated regulatory change workflow—policy updates for new laws supported. | |
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Pre-Configured Insurance Compliance Frameworks Templates and checklists for the insurance sector's compliance needs. |
Pre-configured compliance frameworks/templates for insurance included. | |
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Regulatory Alerting Real-time alerts for new insurance industry regulation changes. |
Regulatory alerts/notifications are a standard compliance feature. | |
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Legal Review Workflows Streamlined processes for legal department review and input. |
Legal review workflows deeply integrated into ClauseMatch process engine. | |
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Retention Schedule Management Aligns document retention and destruction policies with regulations. |
Retention schedule management and compliance calendar features included. | |
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Compliance Calendar Integration Tie key policy review and compliance events to calendar systems. |
Compliance calendar integrations for review/renewal tracked in system. | |
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Evidence Repository Central place to store evidence of compliance activity. |
Evidence repository for audits and compliance documentation included. | |
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Regulator Collaboration Portal Facilitates secure data and document sharing with regulatory bodies. |
No information available |
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