All Clients
Manage your client portfolio
Audits
Compliance audit history
New Audit
Score each section 0–100. RAG is auto-computed.
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Import audit document
Drag & drop or click to upload an Excel (.xlsx / .csv) or Word (.docx) file
to pre-populate this audit. All fields remain editable after import.
DP Compliance Report
Based on the most recent completed audit
Record of Processing Activities
Article 30 UK GDPR — maintain and update this record for each processing activity
| Processing activity | Purpose | Lawful basis | Data categories | Data subjects | Retention | Recipients | Special category | Transfer | RAG |
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Data Inventory & Checker
Article 5(1)(e) UK GDPR — storage limitation principle
| Data category | Retention period | Legal basis | Review frequency | Deletion method | Confirmed |
|---|
⚖ Legal Basis & Retention Checker
Upload a spreadsheet or add rows manually. Columns needed: Data Category, Purpose, Legal Basis, Retention Period. Claude will check whether each legal basis is appropriate and the retention period meets statutory requirements.
| Data category | Purpose | Legal basis | Retention period | Basis OK? | Retention OK? | Notes / corrections |
|---|
12-Month Compliance Roadmap
Generated from audit findings — RED and AMBER actions prioritised
Client Notes
Planning notes, triggers, and meeting records — auto-saved
Notes are saved automatically.
Policy Generator
Generate professional UK GDPR policy documents from your audit data — manage templates
Policy Templates
Upload HTML templates for each policy type. Templates are shared across all clients and stored in your browser.
Upload an HTML file for any policy type. When a template is present, the Policy Generator inserts client data (name, DPO, ICO number, ROPA entries, audit findings) directly into the template — no AI regeneration. Templates persist between sessions and apply to all clients.