The Reglo product

One AI-native compliance
layer for your firm

Reglo brings your policies, regulatory updates, guidance, training, and evidence together in one place — and keeps them current and audit-ready, with your team in control.

Reglo product dashboard showing coverage, policies needing attention, attestations, and recent activity

Capabilities

Everything compliance needs, in one layer

Eight capabilities that work together — from the moment a rule changes to the moment you export the evidence.

Regulatory & guidance monitoring

Reglo watches the SRA rules, legislation, and guidance that apply to your firm around the clock, and works out what a change means for you.

Automated file reviews

Connects to your case management system — LEAP, Clio, Actionstep — reviews files against AML and file-opening requirements, and flags missing evidence and gaps.

Compliance gap detection

It compares your policies and records against what's required and surfaces where your firm is exposed — before someone else finds it.

Policy review & suggested updates

When a source changes, Reglo drafts a redlined policy update with citations back to the rule — ready for your team to review.

Compliance Q&A

Ask a compliance question and get an answer grounded in your own policies and trusted sources, with citations you can verify.

Staff training & attestations

Assign policies to the right people, send reminders, and record every sign-off and completed test as evidence.

Version history & approval records

Every policy version, who changed it, who approved it, and when — kept in one clear, timestamped record.

Audit-ready evidence packs

Export a complete pack covering policy versions, attestations, test results, and change history for reviews, insurers, and clients.

How it works

From your policies to audit-ready

01

Connect your policies and systems

Upload or connect your existing policies, and link your case management system — LEAP, Clio, or Actionstep. Nothing needs to be rewritten to get started.

02

Reglo maps them to obligations

Each policy is mapped to the rules, legislation, and guidance it draws from — so you always know what underpins what.

03

Reglo monitors for changes

It watches every linked source continuously and reasons about the impact when something moves.

04

It reviews files, flags gaps, drafts updates

Reglo reviews your files and records, surfaces gaps and missing evidence, and drafts suggested updates with citations — never blind generation.

05

Your team reviews and approves

Compliance leads review, edit, and approve. Nothing changes without a person signing it off.

06

Evidence is captured automatically

Every source change, draft, review, and sign-off is recorded in an audit-ready trail you can export any time.

Why this matters

Proving controls work, not just that documents exist

Firms are increasingly asked to show that their controls are current, understood by staff, and working in practice — not simply that a policy was written once. Reglo keeps that evidence together as you go, so it's ready the moment you're asked.

Where Reglo is heading

A compliance layer that keeps growing with your firm

We're focused on doing policy compliance genuinely well first. Over time, Reglo will expand into broader compliance workflows — always with the same human-approval and evidence-first approach.

AML readinessFirm-wide risk assessmentsComplaints handlingInternal controlsRegulated business workflows

See the compliance layer for your firm

Book a demo and we'll map one of your real policies to live regulatory sources — setup included. Your team stays in control; Reglo does the rest.

30-min callNo commitment