Ongoing Compliance Management
Compliance isn’t a one-time project. We keep your documentation current, your team trained, and your evidence renewal-ready — every year.
Rules change, vendors change, and your firm changes. A WISP or risk analysis written once quietly goes stale. Our retainer keeps everything current — so you’re never scrambling the week before a renewal or an unexpected request.
Everything in this engagement
Annual reassessments
We revisit your risk analysis and update the findings each year.
Policy updates
We keep your WISP and policies aligned with current requirements.
Recurring staff training
Regular, practical security-awareness sessions for your team.
Renewal evidence refresh
Your insurance evidence packet, refreshed ahead of each renewal.
Incident-response tabletops
Short, guided run-throughs so everyone knows their role if something happens.
A single point of contact
Someone who already knows your firm, your systems, and your history.
Who it’s for
Firms that have completed their initial compliance work — with us or elsewhere — and want to stay ready without managing it themselves.
Works with your IT provider
We’re the compliance layer, not a replacement for your IT company or MSP. We document what’s required, tell your IT provider exactly what to change, and verify it gets done — without stepping on the relationship you already have.
A clear path, start to finish
Onboard
We baseline your current documentation and build your calendar.
Maintain
We run reassessments, updates, and training on a schedule.
Prepare
We refresh evidence ahead of renewals and audits.
Respond
We’re your first call when something changes or goes wrong.
Want to stay ready year-round?
Book a free 20-minute readiness call. We’ll confirm what applies to you and outline next steps — in plain English.