What ships when
The portal first, the staff modules within the year
The platform is pre-release, and we say so first. Here is the order, stated at year level so it stays true: what arrives in 2027, and what is planned and sequenced by the priorities of the clients who commit first.
The member portal
Arriving first, in 2027- Applications by category, with documents, fees, and status
- Renewal, declarations, payment, and receipts
- The continuing education log, with evidence and a standing view
- Firm self-service, and the sole proprietor certificate
- Complaint submission
- Messages, documents, and notifications
- Reporting access through the documented interface
The staff modules
Following within the same year- Work queues, assessment, and decisions
- Renewal administration and finance export
- Continuing education compliance, audit selection, and cases
- Compliance checks and the coaching workflow
- Complaints case management and hearings
- The governance referral seam
- Correspondence management
- Dashboards and statutory reporting
- Process Studio and the automation builder
Planned
Sequenced by the clients who commit first- Process import in an open modelling standard
- A verification interface for employers
- Report building in the platform, and an SMS channel
- Events & PD, Governance, Learning, and Agents
- Practice reviews and inspections
- The wider catalog, prioritized by committed clients
Every capability here is paired with a way to look at it today, in a working environment, on your own processes. Ask to see the one you care about, or see the whole catalog.