Guided intake, zero guesswork
Business submits a vendor request
A stakeholder fills out a structured intake form — vendor name, services needed, data handling scope, contract timeline. No blank PDFs, no missing fields. The form adapts based on vendor type so teams only answer what matters.
- Role-based fields for security, privacy, and procurement requirements
- Automatic vendor categorization (SaaS, infrastructure, consultant, data processor)
- File attachments for SOC 2 reports, pen-test results, and contracts
- Duplicate detection — flags if the vendor was recently reviewed
Policy-based assignment, not manual triage
Pipeline routes to the right reviewers
Based on risk tier, data access level, and vendor category, the system assigns the review to the correct combination of reviewers — security, legal, privacy, and procurement. No more guessing who needs to weigh in.
- Configurable risk-scoring rules tied to your compliance framework
- Parallel review tracks — reviewers work simultaneously, not sequentially
- Automatic escalation for high-risk or overdue reviews
- Reviewer workload visibility prevents bottlenecks
Reusable evidence, consistent decisions
Reviewers assess with structured questionnaires
Each reviewer gets a tailored assessment based on their domain. Prior questionnaire responses and evidence records are pulled in automatically — teams update only what changed, not the whole file.
- Domain-specific questionnaires mapped to SOC 2, ISO 27001, HIPAA, and custom frameworks
- Evidence library — attach and reuse documents across vendor reviews
- Prior review carry-forward — pull in last assessment and flag changes
- Reviewer comments and conditional approvals keep context in one place
Clear outcomes, full audit trail
Decision made, stakeholders notified
Once all reviewers complete their assessments, the pipeline surfaces a clear approve, approve-with-conditions, or reject decision. Business stakeholders are notified automatically, and every action is logged for audit compliance.
- Conditional approvals with documented remediation requirements
- Automatic email notifications to requestor and business stakeholders
- Complete decision history — who reviewed, what they found, when they approved
- One-click export for audit reports and governance committees
Beyond Approval
What happens after the decision
Vendor management doesn't end at approval. The pipeline continues tracking each vendor so your risk posture stays current without manual effort.
Renewal tracking
Vendor reviews have expiration dates. The system surfaces upcoming renewals before they lapse, so your risk posture stays current without manual calendar reminders.
Re-assessment triggers
Material changes — new data processing, contract amendments, security incidents — automatically flag the vendor for re-review with the relevant context pre-populated.
Continuous monitoring
Ongoing risk signals like security rating changes and compliance certification expirations are tracked alongside each vendor record, giving teams early warning without manual checking.
Governance reporting
Generate summary reports for leadership and audit committees. Filter by risk tier, department, time period, or reviewer to tell the story of your vendor risk program.