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Policies library

Every document owned, reviewed and kept current.

Policies, procedures, knowledge and templates, each with owners, a review cycle and the controls it answers.

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Four shelves, one library.

Policies, procedures, knowledge and templates, each under its real title with a version history, instead of file names with dates in them.

Owned, governed and tied to its controls.

Every document carries its owners, a review cycle from monthly to yearly, its jurisdictions, its framework and the controls it answers.

One freshness status, worked out for you.

Up to date, review overdue or out of date, from the review date, regulatory changes and open findings. Suggestions wait for a person.

Follow one through. One upload, from PDF to swept.

One case from start to finish, as it lands in the record. Choose a step to hold it there.

  • Up to date, review overdue, out of date
  • Monthly to yearly review cycles
  • Controls, versions, activity and comments
  • Templates with blanks to fill

In the workspace. The real screen, not a drawing.

The Client On-boarding Policy with its owners, yearly review and out-of-date status, and the GFSC financial crime controls it answers.

The Client On-boarding Policy with its owners, yearly review and out-of-date status, and the GFSC financial crime controls it answers.

Three ways to do it. One that keeps the file.

Compare Amoreg
The jobWithout AmoregDrives, inboxes and spreadsheetsCopilotAnd other general AI assistantsAmoregBuilt for regulated firms
VersionsPolicies on shared drives, versions named by dateNo register of document versionsOne library with a version history and real titles
Review datesReview dates in a separate spreadsheetNo review cycles or remindersReview health: overdue, due soon, on track
OwnershipUnclear who owns each policyNo record of who owns whatOwners on every document, and a count of those without one

General descriptions of each approach. Some assistants add connectors, citations and enterprise controls; we are happy to compare Amoreg with the tools you use today.

Connects to the systems your firm already runs.

All integrations

Questions.

Every question
Will re-uploading a policy create a duplicate?

The upload suggests a new policy or the next version from the file name, and you can change every suggestion.

Must we tag jurisdictions ourselves?

No. Left empty, they are detected from the text and marked as detected rather than chosen.

Are policies and procedures handled separately?

One library with shelves that share governance, findings and versions. Moving a document between them is one reversible change.

Works with. The rest of the platform.

The whole platform
FindingsEvery gap, with its severity, the rule and a fix.
InspectorA second agent that reviews your library and never applies.
Contract IntelligenceCheck contracts against what you follow.