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Comply

Compliance product; includes compliance automation and reporting.

Versions mentioned:2

Trouble ratio?Issue reports as a share of all mentions. A high figure means this product usually comes up because something is wrong.

11%

4 issue reports of 36 mentions

Demand

15

times interest was expressed

Accounts

17

across 35 calls

Open commitments

67

promises tagged to this product

Reported issues4

Every time a problem with this product was raised on a call, with the issues logged on the same call for context.

CallAccountDateNamed asIssues on the callConfidence?How confident the model was in this classification.
Support Case #7570 - Silverline Brands Comply v2 License UpgradeSilverline Brands18 Apr 2026Comply v2
2
compliance framework coverageproration miscalculationunlimited on-demand reports
High
Weekly Engineering StandupInternal17 Apr 2026Comply
action item trackingcircuit breaker health checkload testing suitereport generation timeout
High
Support Case #8179 - Clearwater Medical Overage Charges DisputeClearwater Medical10 Apr 2026Comply module
comply report limit exceededevent replay charge disputemissing threshold notificationsunexpected overage charges
High
Support Case #3296 - Pinnacle Insurance Comply v2 Report Formatting IssuePinnacle Insurance8 Apr 2026Aegis Comply v2
2
audit timeline urgencycsv export workaroundpdf export formattingpost-release regression
High

Requests and interest15

Where a customer asked about or wanted this product.

CallAccountDateNamed asConfidence?How confident the model was in this classification.
Support Case #7615 - Crestline Wealth Group Policy Sync DelayCrestline Wealth27 Apr 2026ComplyHigh
Aegis / Redwood Clinical - ISO 27001 PreparationRedwood Clinical26 Apr 2026Comply v2
2
High
Win/Loss Analysis - Q1Internal24 Apr 2026Comply v2
2
High
Aegis / Crestline Wealth - Identity Module DeploymentCrestline Wealth24 Apr 2026Aegis Comply v2
2
High
Aegis / Bridgeport Health - Renewal FinalizationBridgeport Health23 Apr 2026Comply v2
2
High
Aegis / Blackridge Investments - HIPAA Compliance ReviewBlackridge Investments21 Apr 2026Comply v2
2
High
Aegis / Coastal Living Co - Protect Module ExpansionCoastal Living19 Apr 2026Aegis ComplyHigh
Aegis / Pinnacle Insurance - Detect Roadmap ReviewPinnacle Insurance16 Apr 2026Comply v2
2
High
Aegis / Ironworks Corp - Vendor Comparison DiscussionIronworks Corp14 Apr 2026Comply v2
2
High
Aegis / Cobalt Software - Q2 PlanningCobalt Software11 Apr 2026Comply v2
2
High
Aegis / Forge Industries - PCI DSS Compliance ReviewForge Industries9 Apr 2026Comply v2
2
High
Aegis / Clearwater Medical - Comply v2 Deployment KickoffClearwater Medical7 Apr 2026Comply v2
2
High
Detect Reliability - 30-Day ReviewInternal7 Apr 2026Comply v2
2
High
Aegis / Trailhead Marketplace - Renewal ConfirmationTrailhead5 Apr 2026Aegis ComplyHigh
Aegis / Nimbus Platform - Comply v2 PreviewNimbus Platform1 Apr 2026Comply v2
2
High

What we promised about this product67

Action items the model tagged to this product.

CommitmentOwnerDueTypeCall
Send recap and onboarding guide to Keith.
send artefact
Kevin O'Brien
1 Apr 2026Past datesaid “this afternoon
ExplicitAegis / Nimbus Platform - Comply v2 Preview
Set up specific alert for queue depth on reporting service
engineering or configuration change
Nina Kowalski
2 Apr 2026Past datesaid “tomorrow morning
ExplicitComply v2 - GA Deployment Plan
Update runbook with alert config and warm-up ping note, and send around for final review
process improvement
Ananya Sharma
2 Apr 2026Past datesaid “by EOD Thursday
ExplicitComply v2 - GA Deployment Plan
Send scheduling link for post-GA compliance lead walkthrough.
schedule session
Kevin O'Brien
3 Apr 2026Past datesaid “today
ExplicitAegis / Silverline Brands - Comply v2 Early Access Demo
Follow up in writing on whether Comply v2 supports custom control labeling with internal policy numbers.
follow up
David Kim
3 Apr 2026Past datesaid “by end of week
ExplicitSupport Case #1993 - Forge Industries Comply v2 Early Access Question
Submit a one-line CSS fix for the Safari download modal rendering issue as a pull request.
engineering or configuration change
Jordan Whitfield
4 Apr 2026Past datesaid “end of day today
ExplicitComply v2 - Launch Day Checklist
Update the launch checklist in Notion and collect sign-offs from all three team members.
project tracking
Alex Reyes
4 Apr 2026Past datesaid “this afternoon
ExplicitComply v2 - Launch Day Checklist
Send the CloudFormation template for IAM role creation to Natalie.
send artefact
Mike Romano
7 Apr 2026Past datesaid “today
ExplicitAegis / Clearwater Medical - Comply v2 Deployment Kickoff
Email Oliver an ETA for the fix today after speaking with engineering.
send artefact
Marcus Williams
8 Apr 2026Past datesaid “today
ExplicitSupport Case #3296 - Pinnacle Insurance Comply v2 Report Formatting Issue
Escalate the Comply v2 PDF rendering bug to engineering as high priority, update the support ticket with the audit timeline urgency, and check for other customer reports.
escalate case
Marcus Williams
8 Apr 2026Past datesaid “right after this call
ExplicitSupport Case #3296 - Pinnacle Insurance Comply v2 Report Formatting Issue
Run the baseline HIPAA report after connector setup is complete.
internal review or investigation
No owner
8 Apr 2026Past datesaid “Wednesday or Thursday
ExplicitAegis / Clearwater Medical - Comply v2 Deployment Kickoff
Prepare a PCI to SOC 2 control mapping one-pager for Gerald.
document or write up
Ananya Sharma
9 Apr 2026Past datesaid “end of day
ExplicitAegis / Forge Industries - PCI DSS Compliance Review
Send Gerald the Comply v2 product brief.
send artefact
Maria Santos
9 Apr 2026Past datesaid “end of day
ExplicitAegis / Forge Industries - PCI DSS Compliance Review
Send Isaac a one-pager with business case and ROI for the Comply add-on.
send artefact
Rachel Torres
10 Apr 2026Past datesaid “by end of week
ExplicitAegis / Trailhead Marketplace - Renewal Confirmation
Provide a full written response on the Comply overage dispute.
send artefact
Sarah Chen
12 Apr 2026Past datesaid “within forty-eight hours
ExplicitSupport Case #8179 - Clearwater Medical Overage Charges Dispute
Schedule a technical deep-dive demo with Gerald's team and Ananya in about a week.
schedule session
Maria Santos
16 Apr 2026Past datesaid “a week from now
ExplicitAegis / Forge Industries - PCI DSS Compliance Review
Attach proration calculation breakdown to case 7570 and send email summary via case portal.
billing and commercial
David Kim
18 Apr 2026Past datesaid “within the hour
ExplicitSupport Case #7570 - Silverline Brands Comply v2 License Upgrade
Fix Comply on-demand SOC 2 report generation timeout by paginating audit log queries
engineering or configuration change
Sofia Petrov
18 Apr 2026Past datesaid “by end of day tomorrow
ExplicitWeekly Engineering Standup
Set up Comply v2 demo with Sandra and Marcus, aiming for week of April 20.
schedule session
Rachel Torres
20 Apr 2026Past datesaid “within the next two weeks
ExplicitAegis / Pinnacle Insurance - Detect Roadmap Review
Schedule Comply v2 upgrade for the week of April 7, run onboarding sessions the week of April 14, and target full validation by April 21.
project tracking
Kevin O'Brien
21 Apr 2026Past datesaid “April twenty-first
ExplicitAegis / Nimbus Platform - Comply v2 Preview
Decommission v1 reporting service after two weeks post-GA
engineering or configuration change
No owner
21 Apr 2026Past datesaid “two weeks post-GA
ImpliedComply v2 - GA Deployment Plan
Schedule Comply v2 demo for next Wednesday
schedule session
Maria Santos
22 Apr 2026Past datesaid “next Wednesday
ExplicitAegis / Ironworks Corp - Vendor Comparison Discussion
Send Blackridge a scoped proof of concept proposal with a timeline and implementation team contact for HIPAA reporting.
billing and commercial
Lisa Park
24 Apr 2026Past datesaid “by end of week
ExplicitAegis / Blackridge Investments - HIPAA Compliance Review
Test the annotation feature on the SOC 2 report as a stopgap for internal control documentation.
internal review or investigation
Warren Beck
25 Apr 2026Past datesaid “this afternoon
ExplicitSupport Case #8811 - Blackridge Investments Custom Compliance Template
Send follow-up email with early access intake form and API documentation links.
send artefact
Priya Patel
25 Apr 2026Past datesaid “within the hour
ExplicitSupport Case #8811 - Blackridge Investments Custom Compliance Template
Kevin will schedule a Comply v2 deep-dive session with Evelyn and her compliance manager.
schedule session
Kevin O'Brien
27 Apr 2026Past datesaid “probably next week or the week after
ExplicitAegis / Bridgeport Health - Renewal Finalization
Deploy ISO 27001 report formatting fix in next patch
engineering or configuration change
Tom Bradley
1 May 2026said “end of next week
ExplicitComply v2 - Adoption Metrics Review
Issue a $255 credit to Silverline Brands account, applied to the May 1st invoice.
billing and commercial
David Kim
1 May 2026said “May 1st
ExplicitSupport Case #7570 - Silverline Brands Comply v2 License Upgrade
Send calendar invite for the technical working session with Thomas and Priya.
schedule session
Kevin O'Brien
10 May 2026said “two weeks out
ExplicitAegis / Redwood Clinical - ISO 27001 Preparation
Activate Comply v2 on Redwood's tenant and complete configuration review.
engineering or configuration change
No owner
10 May 2026said “before that working session
ExplicitAegis / Redwood Clinical - ISO 27001 Preparation
Include Priya on the technical working session.
schedule session
Thomas Hargrove
10 May 2026said “on the next call
ImpliedAegis / Redwood Clinical - ISO 27001 Preparation
Run the first Comply v2 baseline report before the technical working session.
document or write up
Thomas Hargrove
10 May 2026said “before that working session
ExplicitAegis / Redwood Clinical - ISO 27001 Preparation
Schedule a compliance specialist walkthrough for Comply v2 ahead of the audit cycle.
schedule session
Lisa Park
1 Jun 2026said “sometime in June
ExplicitAegis / Cobalt Software - Q2 Planning
Fix the PCI DSS export PDF formatting inconsistency
engineering or configuration change
No ownerNo date givenImpliedAll Hands - April Update
Send a prep document explaining what to expect from the baseline report.
send artefact
Kevin O'BrienNo date givenExplicitAegis / Redwood Clinical - ISO 27001 Preparation
Fix the intermittent timeout bug on Comply v2 multi-framework report queueing
engineering or configuration change
Ananya SharmaNo date givenExplicitAll Hands - April Update
Flag Blackridge account to the product liaison to schedule early access program conversation.
notify or loop in
Priya PatelNo date givenExplicitSupport Case #8811 - Blackridge Investments Custom Compliance Template
Log a feature request with the product team for custom compliance templates and tag it to Blackridge's account.
project tracking
Priya PatelNo date givenExplicitSupport Case #8811 - Blackridge Investments Custom Compliance Template
Rope the internal data team into exploring the Comply v2 API for pulling structured control data.
notify or loop in
Warren BeckNo date givenExplicitSupport Case #8811 - Blackridge Investments Custom Compliance Template
Bring up Aegis Comply v2 with Chief Compliance Officer
notify or loop in
Derek OwensNo date givenExplicitAegis / Crestline Wealth - Identity Module Deployment
Prepare one-pager for exec review on Comply v2 adoption and cross-sell signal
document or write up
Megan LawsonNo date givenExplicitComply v2 - Adoption Metrics Review
Pull customer testimonial quote for exec one-pager
document or write up
Diana ReevesNo date givenExplicitComply v2 - Adoption Metrics Review
Start internal conversation on GDPR framework scoping
notify or loop in
No ownerNo date givenExplicitComply v2 - Adoption Metrics Review
Send Julia the Comply v2 release notes, a sample HIPAA report PDF, and customer case studies from regulated industries.
send artefact
Maria SantosNo date givenExplicitAegis / Blackridge Investments - HIPAA Compliance Review
Set up follow-up conversation about Aegis Comply v2 PCI DSS reporting after Protect is running.
schedule session
No ownerNo date givenExplicitAegis / Coastal Living Co - Protect Module Expansion
Escalate the proration miscalculation to the billing systems team for broader review.
escalate case
David KimNo date givenExplicitSupport Case #7570 - Silverline Brands Comply v2 License Upgrade
Share test tenant credentials with Ravi for QA
send artefact
Sofia PetrovNo date givenExplicitWeekly Engineering Standup
Assist with QA on the Comply report generation fix
internal review or investigation
Ravi GuptaNo date givenExplicitWeekly Engineering Standup
Schedule an ISO readiness walkthrough with the compliance team when Axiom gets closer to its ISO 27001 timeline
schedule session
Aisha JohnsonNo date givenExplicitAegis / Axiom Labs - Multi-Year Renewal
Schedule a technical call with Hartfield Manufacturing infrastructure team featuring Kevin
schedule session
Rachel TorresNo date givenExplicitCompetitive Response Strategy
Download the CSV export of the control status data as a backup for internal reference ahead of the audit.
other
Oliver GrantNo date givenExplicitSupport Case #3296 - Pinnacle Insurance Comply v2 Report Formatting Issue
Check whether Treswick Healthcare currently has Comply and assess a platform conversation.
internal review or investigation
Diana ReevesNo date givenExplicitDetect Reliability - 30-Day Review
Create the IAM role with read permissions using the template and send the role ARN to Mike.
engineering or configuration change
Natalie SimmonsNo date givenExplicitAegis / Clearwater Medical - Comply v2 Deployment Kickoff
Send Chris a calendar invite for the Comply onboarding technical call.
schedule session
Isaac BrennanNo date givenExplicitAegis / Trailhead Marketplace - Renewal Confirmation
Schedule guided walkthrough with Trailhead's compliance team once Comply is active.
schedule session
No ownerNo date givenImpliedAegis / Trailhead Marketplace - Renewal Confirmation
Add a line to the launch announcement noting Comply v2 operates on dedicated infrastructure.
document or write up
Alex ReyesNo date givenExplicitComply v2 - Launch Day Checklist
Run the Comply test suite on the CSS fix once it is merged.
internal review or investigation
Nina KowalskiNo date givenExplicitComply v2 - Launch Day Checklist
Map existing controls to the new framework templates in Comply settings when v2 rolls out.
engineering or configuration change
No ownerNo date givenImpliedSupport Case #1993 - Forge Industries Comply v2 Early Access Question
Email David the addresses of the two compliance analysts to add to the webinar invitation.
send artefact
Dana MorettiNo date givenImpliedSupport Case #1993 - Forge Industries Comply v2 Early Access Question
Send the April 10 Comply v2 customer webinar calendar invite to Dana and her two compliance analysts.
schedule session
David KimNo date givenExplicitSupport Case #1993 - Forge Industries Comply v2 Early Access Question
Arrange hands-on walkthrough for compliance lead with Kevin after Comply v2 GA.
schedule session
Dominic FloresNo date givenExplicitAegis / Silverline Brands - Comply v2 Early Access Demo
Send v2 release notes and PCI DSS mapping documentation to Dominic for his compliance lead to review.
send artefact
Kevin O'BrienNo date givenExplicitAegis / Silverline Brands - Comply v2 Early Access Demo
Flag comparison view feature request to product team for Comply.
notify or loop in
Kevin O'BrienNo date givenExplicitAegis / Silverline Brands - Comply v2 Early Access Demo
Share the Comply v2 demo recording with head of security engineering.
send artefact
Keith DonovanNo date givenExplicitAegis / Nimbus Platform - Comply v2 Preview
Have security engineering lead Priya contact Kevin directly after the call.
notify or loop in
Keith DonovanNo date givenExplicitAegis / Nimbus Platform - Comply v2 Preview
Introduce the dedicated onboarding specialist to Priya once she emails.
notify or loop in
Kevin O'BrienNo date givenExplicitAegis / Nimbus Platform - Comply v2 Preview
Add Lambda warm-up ping to pre-deploy checklist
process improvement
Ravi GuptaNo date givenExplicitComply v2 - GA Deployment Plan

Where it is in use

12 mentions of active use

Nimbus Platform
2
Crestline Wealth
2
Silverline Brands
2
Clearwater Medical
2
Pinnacle Insurance
2
Blackridge Investments
2
Forge Industries
2
Cobalt Software
1
Atlas Precision
1
Coastal Living
1
Brightpath Commerce
1
Redwood Clinical
1
Frostbyte
1
Bridgeport Health
1
Axiom Labs
1
Trailhead
1
Ironworks Corp
1

Accounts reporting issues

Ranked by how many problems they raised.

Silverline Brands
1
Clearwater Medical
1
Pinnacle Insurance
1