It starts with a conversation.

Most compliance tools start with a form. The platform starts with a conversation. The intake agent interviews you — about your organization type, your compliance history, the frameworks you're working against, and the documents you have — and uses your answers to configure your workspace before anything runs.

The interview takes about 10 minutes. There are no dropdowns to configure or settings to understand. By the end, the platform knows your org type, your target framework, and your maturity level. That context is what makes every agent output specific to you rather than generic.

Document upload

Drop in your BAAs, compliance manual, or risk assessment during the conversation and they're ready for the first-run analysis immediately after.

A team of agents coordinating activity.

The platform runs a coordinated team of compliance agents on a fixed weekly schedule. No configuration required after setup.

Sunday 8 AM
Gap Closure Agent

Finds the compliance gaps that have gone stale and tells you what to do about them.

After your first-run analysis, you'll have a set of accepted findings — specific gaps against the controls you're being assessed on. Most organizations look at them once and move on. The Gap Closure Agent checks those findings every week, groups the ones that haven't moved in 30 days, and writes you a specific action suggestion for each group. One nudge per theme. One action per nudge.

Friday 3 PM
Regulatory Watch Agent

Translates the week's regulatory news into what it means for your specific organization.

Healthcare compliance produces a steady stream of guidance, enforcement actions, and regulatory updates. Most of it doesn't matter for most organizations. The Regulatory Watch Agent reads the week's events from Sentinel — Rote's regulatory feed — filters to what's relevant for your framework and org type, and tells you in plain English what changed and whether it requires a response. If it requires a response, it says so directly.

Saturday 6 AM
Document Health Agent

Checks whether your documents are current and flags anything that has fallen behind its review schedule.

HIPAA requires annual review for risk assessments, policies, and BAAs. The Document Health Agent tracks every document in your workspace against these cadences, flags documents that are past their review window, and checks whether any regulatory change has occurred since your last analysis. You get a health status for every document — Healthy, Due Soon, Needs Review, or Never Analyzed — with no manual tracking required.

Day 1: run everything.

When you complete setup, the platform runs your first full compliance analysis automatically. Upload your documents during onboarding — BAAs, policies, risk assessment — and the guided first-run workflow runs gap analysis, BAA review, manual analysis, risk assessment, and regulatory monitoring in sequence. Each step pauses for your review before the next one starts. When it's complete, you have a full compliance posture profile: maturity stage, prioritized gap list, enterprise blockers, and a 30/60/90 day roadmap.

That's what the agent team then keeps current.

  • 5 analysis types run automatically
  • Human-in-the-loop gates at each step — nothing moves without your review
  • Full findings report at the end

From zero to your first analysis
in about 15 minutes.

1
Create your account.

Email and password. We create your workspace automatically.

2
Talk to the intake agent.

It asks about your org type, target framework, and compliance history. Upload your documents during the conversation — they're ready for analysis immediately.

3
Review your posture profile.

The platform synthesizes your answers and documents into a compliance posture profile: where you are, what's missing, and what to address first. You approve it before anything runs.

4
Run the first-run analysis.

The guided workflow runs gap analysis, BAA review, risk assessment, and regulatory monitoring in sequence. It pauses for your review at each step before moving to the next.

Then the agent team takes over from there — every week, automatically.

Currently in beta. Access by request.

The platform is running and available now. We're onboarding a small cohort of early users directly rather than opening a public checkout. If you want access, reach out — we'll get you set up.

What beta access includes
  • The intake agent and workspace setup
  • First-run analysis (gap analysis, BAA review, manual analysis, risk assessment)
  • All current agents (Gap Closure, Regulatory Watch, Document Health)
  • Direct access to Dan during the beta period
Request beta access →

If you need a human practitioner behind the output — for an audit response, board-level documentation, or a third-party validated assessment — that's the services ladder. See the full services →

This is for you if...

  • You're the compliance lead (or wearing that hat) at a healthcare org with 50–500 employees.
  • You have existing documentation — policies, BAAs, a risk assessment — that hasn't been systematically reviewed.
  • You need to show leadership or an auditor where your program stands without commissioning a full engagement.
  • You want the regulatory landscape translated for your specific framework, not a generic news feed.
  • You want your gap findings managed, not just listed.
Not right for you if: You have no compliance documentation at all and need someone to build your program from scratch. That's what the AI Risk & Compliance Program is for.

Common questions.

How is this different from a one-time compliance assessment?

A one-time assessment gives you a snapshot. The platform gives you a snapshot on Day 1 and then keeps it current. The Gap Closure Agent checks your findings every week. The Regulatory Watch Agent checks the regulatory landscape every Friday. The Document Health Agent checks your document cadences every Saturday. The platform is a program, not a report.

Does the platform replace the need for a compliance consultant?

For maintaining an existing program and keeping it current, the platform handles most of what you'd otherwise pay a consultant to do on a recurring basis. For a third-party validated assessment, an OCR response, or building a program from scratch, you need a practitioner. That's the services ladder. The platform is designed to complement advisory work, not replace it for complex situations.

How does beta access work?

Reach out via the contact form with "Platform beta access" in the subject. We'll schedule a short call to confirm the platform is a good fit and get you set up. During the beta period you'll have direct access to Dan for questions about the output.

What happens to my data?

Your documents, findings, and compliance data live in an isolated workspace. Rote operates on AWS with a single-tenant BAA infrastructure. Nothing is shared across workspaces. See the privacy policy →

Your program, running every week.
Starting in 15 minutes.

The platform is in beta. Access is by request. Reach out and we'll get you set up.