RiskRemedy
RiskRemedy is AI built for commercial P&C brokerages. Retail agencies, wholesale brokers and risk consultants upload a policy, a set of carrier quotes or a renewal, and get back client-ready work in minutes: a policy review that reads every endorsement and flags exclusions and coverage gaps, a side-by-side quote comparison, a renewal comparison down to the form and clause, or a proposal in the agency's own format and branding. Every finding is cited to the page it came from, so producers can check it in seconds.
Teams use RiskRemedy to cut the hours spent reading expiring policies and formatting proposals, to catch restrictive endorsements before a claim does, and to check certificates of insurance against contract requirements. There is nothing to install and little to learn: most teams run live client work in their first session. Uploads are encrypted and never used to train AI, and every customer gets hands-on support from people who know commercial insurance.
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ComplianceOS365
ComplianceOS365 is an AI compliance agent for Microsoft 365 Copilot. It gives employees a first-pass compliance review before their work goes to legal or compliance, checking documents, emails, marketing content, UX designs, product requirements, policies and any other file against the organization's own policy library in SharePoint. It works inside Word, Outlook, Teams and anywhere else Copilot runs, so there is no separate platform to upload content to. For each issue it identifies, it cites the governing policy, quotes the relevant clause and suggests replacement wording; where no policy covers a point, it says so rather than guessing. It never approves or rejects content - final decisions stay with the compliance team. The agent runs entirely within the customer's Microsoft 365 tenant, policy documents never leave it, and every interaction is recorded in Microsoft Purview Audit. Requires Microsoft 365 Copilot licences. Sold through Microsoft Marketplace.
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Oneflow
Oneflow is an AI-powered contract lifecycle management platform that helps businesses create, manage, sign, track, and optimize contracts in one place. The platform turns contracts into actionable business assets by centralizing contract data, clauses, obligations, terms, and changes. Oneflow supports teams across sales, finance, procurement, HR, operations, and legal by connecting contract workflows to the systems they already use. Its AI capabilities help surface insights, detect risks, improve performance, and make contract information easier to act on. The platform includes digital contracts, electronic signatures, proposals, quotes, repository management, workflow automation, and integrations with tools such as Salesforce, HubSpot, Microsoft Office 365, Google Workspace, and Slack. Oneflow helps organizations reduce manual work, improve compliance, speed up contract execution, and gain better visibility across their contract processes.
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Scopey
Scopey modernizes how professional-service businesses quote work, build scopes of service, and capture value from change requests. The platform enables users to generate detailed project scopes and professional quotes in minutes, thanks to features like an AI-powered pricing and service library, optional-service suggestions for upselling, and live tracking of scope changes as client requests evolve. Scopey empowers teams to turn work into structured, scalable services by productizing common offerings, standardizing pricing across the business, and integrating client collaboration through e-signatures and shared dashboards. It captures out-of-scope work in real time, logs variations automatically, and ensures new requests are documented, priced, and approved, protecting profit margins, boosting revenue, and reducing scope creep. Designed for ease of use, the tool replaces spreadsheets and email threads with clear, dynamic scopes that keep teams aligned, clients informed.
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