Run your compliance practice with tools built for the way you work
Use YeshBe to build the tools your firm needs. Create client portals, obligations registers and calendars, regulatory change trackers with impact assessments, evidence collection workflows, monitoring dashboards and reports — by describing how you work.
Start with the basics
Build the tools your compliance consultancy actually needs
Compliance consultants juggle client engagements, obligations by jurisdiction, control testing, evidence requests and reporting — often scattered across emails, spreadsheets and shared drives. That fragmentation makes it hard to track status, prove compliance and keep clients informed.
With YeshBe, you can build custom apps that mirror your methodology: obligations registers with calendars and owners, regulatory change logs with impact assessments, client-facing evidence request portals, monitoring and control testing planners, and engagement dashboards. Describe the workflow you want and turn it into a working tool.
Because every firm works differently, you can shape data models, forms and reports around your frameworks and deliverables — from scoping and risk ratings to findings and remediation tracking — without forcing your practice into a rigid, generic system.
- Client portals and intakeCreate branded portals per engagement with scoping forms, request lists and progress tracking.
- Obligations calendarTurn obligations into tasks with owners, due dates, recurrence and status you can report on.
- Regulatory change trackingLog changes by jurisdiction and topic, assess impact and generate client-ready updates.
- Evidence and reportingCollect artifacts, link them to controls and produce summaries, findings and remediation lists.
Learn and apply
Guides for Compliance Consultants
Practical guides that help compliance consultants and advisory firms run the business better.
Build it yourself
What compliance consultants and advisory firms build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Client obligations register & compliance calendar
Map each client’s regulatory and contractual obligations, assign owners and dates, and track status in one place.
PromptBuild a client obligations register and compliance calendar for my consulting firm. For each client, let me record obligations (jurisdiction, source/citation, description), responsible owner, frequency, next due date, control references, evidence links and risk rating. Add a calendar view with reminders, and statuses (Not started, In progress, Complete, Overdue). Include reports exportable by client and time period, plus an admin area to create obligation templates I can apply to new clients.
Regulatory change tracker & impact assessment
Capture new rules, analyze impact and turn conclusions into clear client actions and updates.
PromptCreate a regulatory change tracker. Include an intake form for new or proposed rules with fields for jurisdiction, regulator, topic, summary, effective date, applicability (clients/sectors) and source links. Add an impact assessment workflow to assign a consultant, capture analysis notes, required actions, affected obligations and resulting updates. Provide filters by jurisdiction/topic, a Kanban board by assessment status, and a digest report I can share with selected clients.
Audit and assurance evidence collection portal
Send request lists, collect documents and responses, and manage review status across engagements.
PromptBuild a client-facing evidence collection portal. I need to send request lists to clients (control, request description, due date, priority, assigned contact). Clients can upload documents or provide responses, with item-level status and comments. Internally, give us a reviewer queue to accept/reject evidence, request clarifications and link artifacts to controls and obligations. Include activity logs and a progress dashboard per engagement.
Compliance monitoring & control testing planner
Plan testing, record samples and findings, and drive remediation to closure.
PromptCreate a compliance monitoring and control testing planner. Define annual or quarterly plans per client with controls to test, sampling approach, test steps, required evidence and target dates. Provide execution screens to record samples, results, findings and remediation actions with owners and due dates. Add dashboards for on-track/overdue items and a report generator that summarizes results and outstanding issues by client.
Questions and answers
Common questions about Compliance Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe your workflow in plain language and refine it step by step. You can build forms, dashboards and portals without coding.
Can I build a regulatory change log and share updates with clients?
Yes. You can create a change tracker with impact assessments and present updates through a client portal or downloadable digest.
We manage obligations in spreadsheets. Can I replicate that structure?
Yes. Start by describing your columns and relationships. Build forms, lists and reports that mirror them so your team can transition smoothly.
How do I separate client-facing information from internal notes?
Create client portals that show only selected fields and separate staff dashboards for working papers, reviews and approvals.
Build the app your compliance consultants and advisory firms business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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