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Policy attestations

Every attestation tracked.
Every test recorded.

Reglo replaces manual attestation tracking with structured workflows — assign policies, run comprehension tests, automate reminders, and hold the evidence regulators expect.

2-week free trialWe handle setup

Proving staff have read and understood policies should not depend on manual chasing.

After every policy update, compliance teams coordinate sign-off across fee-earners and support staff — through email, shared trackers, or legacy tools. That coordination is real cost, and it scales with every head and every policy change. Reglo automates the workflow and holds the proof.

How Reglo helps

From regulatory change to audit-ready

1

Assign to the right people

Route policies by role, department, or firm-wide — with deadlines, ownership, and clear accountability built in.

2

Test understanding, not just tick boxes

Staff read policies, complete AI-drafted comprehension tests where needed, and attest with a timestamped, attributable record.

3

Reminders run themselves

Automated follow-ups for outstanding attestations. Compliance teams see completion rates at a glance — and export evidence when asked.

What you get

What attestation management looks like with Reglo

Structured sign-off. Automatic proof. No chasing.

Firm-wide attestation dashboard

See who has signed, who is overdue, and which policies need attention — across every fee-earner and support staff member.

Comprehension tests, not just acknowledgements

AI-drafted tests on AML, data protection, and other topics — proving staff understood the update, not just clicked accept.

95% on-time completion

Early pilots report 95% on-time attestations driven by automated reminders and centralised tracking — without manual follow-up lists.

Connected to the full compliance picture

Attestations link to policy versions, regulatory changes, and approval history — part of one evidence trail, not a disconnected record.

Where this goes

Attestations that connect to how your firm works

Today, Reglo handles policy attestations and training proof. As the platform grows, attestations connect to workflow-level compliance — file review sign-offs, onboarding checklists, and AML procedure confirmations — giving you one record of who knew what, when.

This replaces overhead — it doesn't need a new budget line.

You are already paying for compliance in fee-earner time, COLP hours, consultant fees, and the scramble before every audit. Reglo absorbs that work instead of adding another tool to manage.

  • Early pilots report a median 67% reduction in policy admin time within 30 days — capacity back to the firm, not a new headcount.
  • Less than the billable time firms typically lose to manual policy updates and attestation chasing each month.
  • Two-week free trial with guided setup. We migrate your policies — no IT project, no six-month rollout.

Common questions

We already track attestations internally. Why change?

Manual tracking works until volume grows, policies change frequently, or an auditor asks for timestamped, attributable proof. Reglo replaces the hours spent coordinating sign-off and assembling records — whether you use spreadsheets, email, or existing tools.

Can Reglo run policy tests as well as attestations?

Yes. Reglo generates comprehension tests on topics like AML and data protection. Results are recorded alongside attestations — giving you stronger evidence than a simple acknowledgement.

How do automated reminders work?

Reglo sends follow-ups to staff with outstanding attestations. Compliance teams see completion rates and overdue items in one dashboard — no manual chase lists.

Can we export attestation records for audits?

Yes. Attestation records, test completions, and linked policy versions export as part of Reglo's audit-ready evidence packs.

Deploy your AI compliance agent

Start with a two-week free trial. We handle setup — your team stays in control, and the agent replaces the manual overhead you are already funding.

30-min callNo commitment