DRAFT
Platform features

Compliance,
without
the chaos.

Kaiso brings every document, clause, task, and piece of evidence into one system — so nothing gets missed, duplicated, or lost between engagements.

Platform

Built for the way
consultants work.

The operational layer that keeps everything running smoothly — across clients, across engagements, across your whole practice.

Keep everything in one place, even if it isn't. Track documents, evidence, and activities across your entire compliance system so you always know what exists, where it lives, and what's missing when it matters.

Switch between clients in seconds. Each workspace keeps its own documents, clause mappings, and compliance data completely separate. No accidental cross-contamination, no copy-paste errors between clients.

Turn compliance into clear, actionable work. Create and assign ISO-aligned tasks linked to clauses, evidence, and risks, with automatic task generation from system gaps to keep you audit-ready without chasing details.

Bring your compliance documentation into one structured system. Create and manage policies, procedures, and other documents linked to clauses, evidence, and tasks, with full traceability, version control, and ownership built in.


Templates

Start with structure, not a blank page. Use ISO-aligned templates with predefined sections and clause mappings, and optionally generate content with AI to create compliant documents faster and with confidence.

Connect everything in your compliance system. Link documents, tasks, evidence, risks, and more, with AI helping surface the right relationships so nothing exists in isolation.

01 — Workspace Setup

Get client-ready,
without the grunt work.

Hand Kobi the client's documents and he gets to work — reading, mapping, and building the workspace. Setup that used to take days takes an afternoon.

Turn documents into structured outputs

Upload client materials and let AI extract key information and draft policies, procedures, and records without manual rework.


Ask once, not twice

Use AI to answer questions from client documents and transcripts instantly, so you don't waste time chasing information or repeating conversations.

Policies

Define policies that stand up to audit. Create, upload, or reference ISO-aligned policies with AI-assisted drafting, fully linked to clauses, evidence, and responsibilities for complete traceability.


Procedures

Turn policy into practice. Create, upload, or reference ISO-aligned procedures with AI-assisted drafting, linked to policies, tasks, and evidence to ensure consistent and auditable execution.


Custom Documents

Capture everything else that matters. Create, upload, or reference custom documents like ISO manuals, org charts, and SWMS, all linked to clauses, evidence, and tasks for complete visibility and control.


Version Control & Document History

Kobi keeps a complete history of every document revision. See who changed what, when, and why — and revert to any earlier version instantly. ISO standards require controlled documents; Kaiso makes compliance with that requirement effortless.

Prove compliance with confidence. Define, collect, and track evidence linked to clauses, documents, and tasks, with full visibility of what's complete, missing, or expiring.

Assign ownership with clarity. Define roles, responsibilities, and competencies across your organisation, all linked to tasks, documents, and compliance requirements.

02 — Gap Analysis & Monitoring

Nothing falls
through the gaps.

Kobi tracks compliance coverage continuously — not just at the start of an engagement, but throughout. You always know exactly where you stand.

Linking

Connect evidence to what it proves. Automatically link evidence to clauses, documents, and tasks with AI assistance, ensuring everything is correctly mapped and audit-ready.


Reminders

Never miss a requirement. Set recurring schedules and expiry rules for evidence, with reminders to ensure everything is submitted and kept up to date.


Tracking

See what's complete, missing, or at risk. Track evidence across your system with AI highlighting gaps and potential non-compliance so you can act before issues escalate.


Competency

Demonstrate competency with confidence. Track qualifications, training, and certifications linked to roles and requirements, ensuring your team meets compliance standards.

Clause coverage

Know exactly where you stand against every clause. Track coverage across documents, evidence, and tasks, with AI highlighting gaps so nothing is missed.


Live Compliance Monitoring

Stay compliant in real time. Monitor changes across your system with AI surfacing emerging risks and gaps so you can act before issues become audit findings.

Roles

Manage responsibilities at scale. Define roles with linked competency requirements once, apply them across your team, and update requirements centrally with automatic cascading to ensure ongoing compliance.


Competency requirements

Set clear expectations for capability. Define the qualifications and training required for each role to ensure your team meets compliance standards.


Competency tracking

Ensure your team stays compliant. Track competency against requirements with AI highlighting gaps and expiring certifications so you can act before issues arise.

Agentic Task Creation

Turn insights into action in seconds. Generate fully structured tasks from AI reports or on demand, with clauses, evidence, and ownership automatically linked so you can move from analysis to execution without manual setup.


Collaborative Task Threads

Keep compliance conversations where the work happens. Use @mentions to collaborate directly on tasks, with all communication captured and linked to clauses, evidence, and decisions for full audit traceability.


Alerts

Stay on top of what matters. Get alerts for task activity, due dates, and overdue work, while clients are automatically reminded to complete assigned actions so nothing slips through the cracks.

Collaborative Document Threads

Collaborate on documents without losing context. Use @mentions to discuss, review, and approve content directly within documents, with every decision captured for full audit traceability.


Alerts

Keep documentation up to date without the chase. Get alerts for document updates, reviews, and required actions so nothing is missed and your compliance stays current.

Risk and Opportunity Register

Keep all risks and opportunities in one place. Maintain a structured register with ownership, controls, and AI-supported mitigation to ensure nothing is overlooked.


Risk Matrix and Profile

Understand your risk landscape at a glance. Visualise risks and opportunities in a dynamic matrix with AI highlighting patterns and priority areas so you can focus where it matters most.

Turn compliance into measurable progress. Define objectives and targets linked to your system, with AI helping create, track, and highlight what needs attention to drive continuous improvement.

Internal Audits

Run structured internal audits with confidence. Plan, execute, and track audits with findings linked to clauses, evidence, and actions to ensure issues are identified and resolved.


Audit Collaboration

Collaborate with clients throughout the audit process. Share scopes, request evidence, and track responses in one place, with every interaction captured for full audit traceability.


Reviews

Keep your system current. Run periodic reviews across documents, evidence, and risks, including formal management reviews, to confirm everything is up to date and working as intended.


Collaborative Reviews

Collaborate on reviews with clarity. Confirm status, provide updates, and align on changes in one place, with every interaction captured for traceable and auditable outcomes.

Run management reviews without the manual overhead. Automatically compile audit results, risks, and performance data with AI-generated insights, so you can focus on decisions, actions, and continuous improvement.

Stay on top of everything in one place. Get notifications across tasks, documents, evidence, and more, so you always know what needs attention without chasing updates.

See your entire compliance system at a glance. Monitor performance, track progress, and uncover insights with AI-powered analysis across all your data.


Custom Graphs and Analytics

Build the views that matter to you. Create custom graphs and analytics across your compliance data to track trends, measure performance, and report with confidence.

See everything that's happened, in one place. Search and report across all tasks, documents, evidence, and activities with AI-powered queries, giving you instant visibility and audit-ready insights.

03 — You Lead

You lead.
Kobi keeps up.

Work the way you want to. Draft yourself and have Kobi refine — or brief Kobi and iterate together. Either way, your expertise drives the outcome.

Kobi drafts compliance documents that are clause-mapped, contextually appropriate for the client, and written in plain language. You review, adjust the tone, and approve — rather than starting from a blank page every time.

Prefer to write first? Kobi acts as your second pair of eyes — checking that each clause requirement is addressed, highlighting anything that could cause an audit finding, and suggesting language improvements without overriding your voice.

Make the AI work your way. Define how it interprets requirements, structures outputs, and supports your workflow so it behaves like your own compliance assistant.

Approvals

Nothing goes live without you. Review and approve documents, drafts, and outputs before they're finalised or shared with clients — keeping your expertise and judgement at the centre of every decision.


Linked Citations

See exactly what Kobi used to get there. Every AI-generated output is linked to the clauses, documents, and evidence it referenced, so you can verify the reasoning — not just accept the result.


Reviews

Stay on top of what needs your attention. Kobi surfaces items that require a consultant's eye — flagging what to confirm, adjust, or override so your system stays accurate and your judgement stays in the loop.

Ready to see it in action?

Book a 30-minute demo and we'll walk through a real engagement from first document to ready-to-certify.

That's everything.
Kobi's ready when you are.