Who It's For
Keep Client Review Evidence Organized Before the Engagement Deadline
Repeatable
Reviewed evidence assembly and file-hunting workflow kept in one place
Reviewed
Every partner pulls from the same reviewed, cited answer bank
Compounding
Each completed review feeds the next engagement automatically
Structured
From diligence request to client-ready package
What Changes When Client Evidence Stays Organized
Without Aurora
With Aurora
Client Diligence
Without Aurora
Rebuild the folder from scratch. Copy from last year's email. Hope the partner who did it is still at the firm.
With Aurora
Start from maintained evidence and reviewed answers. Package and share from the same governed record every time.
Partner Answers
Without Aurora
Three partners, three different answers to the same question. The client notices.
With Aurora
One approved answer bank with citations. Every partner, every engagement, every time.
Sharing Proof
Without Aurora
Email a zip file. The client opens the wrong version. You have no idea what they reviewed.
With Aurora
Scoped portal access with download logs. Clients see only their engagement.
Approval Trail
Without Aurora
Who approved that language? Nobody knows. The original Slack thread was archived months ago.
With Aurora
Every approval, version change, and share event timestamped and attributable.
Recurring Reviews
Without Aurora
Every quarter, the same work. Last review's evidence is buried in a partner's inbox.
With Aurora
Prior work carries forward so each cycle builds on the last.
Partner-Aligned Proof Workspace
Map one library across every framework
Surface controls that still need attention
Hold a low-confidence mapping until a human signs off
Tie each control to evidence and remediation work
Partner-Aligned Proof Workspace
Controls every partner trusts
Evidence linked to answers
Engagement-ready status
Client-ready at any moment Every answer approval-tracked Clients see only approved proof One source of truth across partners
Three Steps. No File Archaeology Required.
01
Scope the Client Ask
Import the diligence request, questionnaire, or review checklist. Aurora turns it into a structured evidence plan you maintain once, not a one-time fire drill you repeat next quarter.
02
Build the Proof Once
Every policy, answer, and supporting artifact gets an owner, a version, and an approval trail. When something changes, the record shows it. When a partner leaves, the knowledge stays.
03
Share and Close
Generate a client-ready package or open scoped portal access without rebuilding the file set from scratch. Every view and download is logged. Clients get what they need. You stop digging through email.
What Your Client Sees When You Hit Share
Scoped Evidence, Zero Noise
Clients see only the proof relevant to their engagement - organized, current, and free of internal artifacts or wrong versions.
Full Visibility Into Access
Know who opened the portal, when they downloaded, and what they reviewed. No more guessing whether the attachment arrived.
Always-Current Proof
Updated policies and artifacts reflect instantly in the client's view. No version confusion. No midnight resends.
Client-Ready Evidence Portal
Send reviewers a clean portal, not an inbox thread
Gate sensitive documents behind verification
Hand reviewers a security contact, not an alias
Surface restricted items without leaking them
What Advisory Firms Ask Before They Buy
We're a Small Firm. Is This Worth the Investment?
We're a Small Firm. Is This Worth the Investment?
Small firms feel it most because there's no dedicated compliance team. Everything lives in one partner's head. When that partner is on vacation, at trial, or leaves the firm, the institutional knowledge goes with them. Aurora replaces that single point of failure with a system that works regardless of who is in the office.
Our Clients Haven't Started Asking for This Level of Detail.
Our Clients Haven't Started Asking for This Level of Detail.
They will. Procurement teams, cyber insurance carriers, and regulated buyers are all raising the bar on vendor diligence. The firms that have organized evidence move through the review with a governed record. The firms that don't are left scrambling while the client waits. Being ready before the ask changes the dynamic.
We Already Have a Shared Drive for Client Evidence.
We Already Have a Shared Drive for Client Evidence.
A shared drive stores files. It does not tell you who approved what, when evidence expires, which version the client downloaded, or whether Partner A and Partner B gave the same answer. Aurora adds the accountability layer that makes your proof defensible, not merely findable.
Can Different Partners Manage Different Client Portfolios?
Can Different Partners Manage Different Client Portfolios?
Yes. Aurora scopes access by engagement, client, and partner. Each partner sees their portfolio. The firm shares the evidence base and answer bank. Approvals and version history stay visible across the entire practice.
How Long Until We See the Difference?
How Long Until We See the Difference?
The difference shows up when client proof stops depending on one partner's inbox and starts coming from a maintained, shared record. Each completed engagement strengthens the next one instead of disappearing into email and file shares.
Your Next Client Review Is Already on the Calendar
See how Aurora keeps your firm's evidence organized, answers consistent, and proof ready to share the moment a client asks.
Start with one engagement and expand from there.