A clear roadmap for turning materials into a fully deployed operating system.
Begin by reviewing the master operating materials and WISP. Identify areas that need firm-specific details.
Use the built-in checklist to systematically update each template with your firm name, ERO details, and office policies.
Follow the organization map to create a professional internal resource for staff, reviewers, and regulators.
Introduce the new SOPs to your staff and use the Audit Logs to ensure consistent adoption and oversight.
Firms that choose the Professional or Premium tiers receive additional implementation tools, including export orders and release checklists to ensure no step is missed during setup.