09 · Compliance & Regulatory

Compliance manual & annual review

Atlas-orchestratedfrom $1,500/moExpert ~24 hrs/mo

Bottom line

Maintain compliance manual and run the annual review checklist with evidence capture.

Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.

Invoice / proposal description

  • ·Compliance manual version control.
  • ·Annual review checklist execution.
  • ·Evidence pack for exams.

By hand today

Manual on shelf; review checkbox fiction.

On Atlas

Checklist + evidence vault; compliance counsel advises; expert runs process.

Deliverables

  • Manual PDF
  • Annual review pack
  • Evidence index

Service levels

  • Annual review completed per calendar with GP attestation prompt.

Exclusions

  • Legal opinions that manual is sufficient

Platform surfaces

document workspacecompliance calendar

Exam readiness monetization.