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Amoreg × PlainSail

Amoreg grounds compliance work in PlainSail, the trust and corporate administration platform: entities, ownership structures, risk and screening.

AmoregPlainSail

Kind: Workspace integration
Connected by: The firm, through an admin
How: The firm’s PlainSail API address and key, entered once by an admin
Access: Searches and reads

What Amoreg does with PlainSail.

01
Entities and structures
Entity records and the ownership and relationship structures behind each client.
02
Risk and screening
Risk scoring and screening held in PlainSail, read where the question needs it.
03
Stored encrypted
The firm’s address and key are encrypted at rest and decrypted only for the firm’s own threads.

Ask in plain words. Tag @PlainSail.

Mention it in any chat and Eve reads what the request needs, cites what it used, and asks before anything that sends.

Amoreg EveMarinus Trustees

You

@PlainSail who are the beneficial owners of this structure, and when were they last verified?

You

@PlainSail list high-risk clients due for review this quarter

You

@PlainSail what changed on this entity since the last board meeting?

How it connects. The firm, through an admin.

1An admin opens Compliance, then Integrations, and connects PlainSail.
2The firm’s PlainSail API address and key, entered once by an admin.
3Every member’s Eve can use it; the credential is stored encrypted and never shown again.

Compliance · IntegrationsMarinus Trustees

PlainSailSearches and readsConnected
Connected byAn organization adminAdmin
Used byEvery member’s Eve, in this organization onlyFirm

Who connects PlainSail. Firms like these.

It comes up most around compliance monitoring programme, beneficial owner and fit and proper.

For compliance teamsRegulatory change, from first notice to closed file.

For MLROsAnswers with sources, sign-offs on the record.

For financial institutionsEvery regime you answer to, scoped and cited.

Questions.

Who connects PlainSail?

An organization admin connects PlainSail once, for the whole firm. It stays with the firm when people leave.

What can Amoreg see in PlainSail?

Searches and reads. The firm’s PlainSail API address and key, entered once by an admin, so Amoreg reaches no more than that connection allows.

Does Amoreg change anything in PlainSail on its own?

No. Eve acts only when someone asks, and anything that sends email waits for that person’s approval of the exact message.

Where PlainSail shows up. Across the platform.

SpacesA space for every client firm you look after.

Amoreg EveA senior compliance consultant in every conversation.

Amoreg ReviewComing soonEvery client’s file, from onboarding to periodic review.

More workspace integrations.

All integrations

SharePointAmoreg finds and reads the firm’s documents in SharePoint, only on the sites an admin granted, so policies and registers ground every answer.Workspace, or as your own plugin Google DriveAmoreg searches and reads the firm’s Google Drive through a service account that sees only the folders shared with it.Workspace, or as your own plugin OneDriveAmoreg searches, lists and reads files in OneDrive, connected once for the organization by an admin or by each person for their own files.Workspace, or as your own plugin iManage CloudAmoreg browses the firm’s iManage matters and documents with each person’s own permissions, finds precedents and reviews tracked edits.The firm, through an admin LaserficheAmoreg searches, lists and reads documents in the firm’s Laserfiche repository: policies, registers and correspondence, within the folders an admin allows.The firm, through an admin RuleGuardAmoreg reads the firm’s RuleGuard registers, policies, attestations and monitoring, so the compliance record and the conversation are one.The firm, through an admin