Regulatory & licensing
No dashboard tells you everything you hold is current.
A firm operating across states or countries holds dozens of licences, registrations and permits, each in a different portal, each with its own renewal window, none of them talking to each other. Compliance becomes a spreadsheet and a calendar.
Reconstructing the portfolio, one login at a time
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Work out what you hold
There is no consolidated view. The list lives in a spreadsheet that was accurate when someone last had time to check every portal.
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Check each one’s status
Sign in, find the registration, read the expiry date and whether anything is outstanding. Multiply by every jurisdiction.
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File the renewal or attestation
Often a multi-page form with a declaration checkbox. Occasionally a fee that only clears on a second visit. Where the form needs a document attached, that step is a human hand-off today.
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Prove it happened
Download the acknowledgement or the renewed certificate. File it somewhere an auditor can find it later.
One view of the whole portfolio, refreshed on a schedule
- Status monitoring across every portal: expiry dates, outstanding items, warnings.
- Deadline alerting derived from what the portal actually says, not from a stale spreadsheet.
- Renewal submission through the portal’s own form, with assertions on the confirmation.
- Acknowledgement capture: download the certificate or receipt and deliver it by webhook.
- Audit trail of who filed what, when, against which registration.
The expensive failure is not a slow renewal. It is a licence that lapsed because nobody was watching, and that is the thing automation fixes outright.
How to scope this one
Start with monitoring, not filing
Monitoring is read-only and low risk, and it delivers most of the value: knowing what you hold and what is about to expire. Automating the actual renewal is phase two, once you trust the read path.
Expect high portal variance
Government portals are the least consistent category we work with. Some are modern and stable; some are a form from 2009 behind a session that expires in twenty minutes. Part of the pilot is simply finding out which of your portals are tractable.
Where the money actually is
For most firms the value is not the hours saved on filing. It is avoiding the penalty, the suspended registration, or the contract that could not be signed because a permit had quietly expired.
The honest failure mode
Some government portals require a digital signature or an in-person attestation that genuinely cannot be automated. For those, we monitor and alert, and a human completes the filing. That is still a large improvement over discovering it late.
Find out what you actually hold.
Monitoring only, across every portal, in the first two weeks.