Documents that land where your team works.
Blueprint pushes generated documents, onboarding milestones, risks, and client review activity straight into your CRM, PSA, ITSM, and comms tools.
Native Zapier connector plus a signed webhook on every generation, completion, risk, and comment - connect to 6,000+ tools via Zapier or Make.
Onboarding milestones and flags posted straight into your channels.
Intake completed → a deal in your pipeline; generated documents → notes on the record.
Auto-filed per-client folder structure, ready for your team.
Tasks → tickets, risks → issues, checklist → epic; documents published to Confluence.
Onboarding plan pushed as a ready-to-run project - one bucket, group, section or list per phase, tasks with due dates and owners.
Questionnaire → documents → ServiceNow project → tasks → risks as records → draft change requests.
Opportunity updates, account notes, and delivery tasks.
Work items, risks, and pipeline changes pushed into your project.
Enterprise includes every standard connector plus one premium connector of your choice (ServiceNow, Salesforce or Azure DevOps) - changeable once per billing period. Additional premium connectors are a flat £150/mo each. Platform includes everything.
Read-only inbound connectors pre-fill intake and keep documentation in sync with your tenant, PSA, and documentation platform: Microsoft 365 intake pre-fill, HaloPSA client/contact/asset sync with onboarding tickets pushed back, and IT Glue document import into the gap analysis.
Source runbooks, detection priorities, and IR frameworks generated with the correct query language, ingestion architecture, and platform-specific guidance for your SIEM - not a generic template with your platform's name swapped in.
Documentation that checks itself against your actual SIEM. If the doc says “Entra ID ingesting” and the platform disagrees, you'll know.
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