09 · Compliance & Regulatory
Compliance calendar ownership
Platform-ledfrom $450/moExpert ~0.5–2 hrs/mo
Bottom line
One living compliance calendar with owners and evidence links—so deadlines are visible.
Mostly software once live; typical expert babysitting under ~2 hours/month.
Invoice / proposal description
- ·Firm compliance calendar maintained in Atlas.
- ·Owner assignments and reminders.
- ·Monthly compliance status digest.
By hand today
Deadlines in someone's head.
On Atlas
Calendar system of record; light expert hygiene.
Deliverables
- Calendar
- Reminders
- Monthly digest
Service levels
- Upcoming 30-day deadlines surfaced weekly.
Exclusions
- — Filing as registrant without authority
Platform surfaces
compliance calendar
Gateway compliance retainer.