Policy vault

90-day review tracker

Upload your practice’s policy documents (PDF or DOCX), watch the version history grow, and follow a 90-day review cadence on each current version. Marks rewind the clock; new uploads auto-spawn the next version.

Per-user vault — read/write are owner-scoped; uploaded bytes stay private to your account.

Upload

Add a policy to the vault

Title + PDF/DOCX (≤ 10 MB). Re-uploading the same title bumps the version; history is preserved.

The title is the dedup key — re-uploading this exact title appends a version rather than creating a new row.

Checking your session…

Today

Cadence at a glance

90-day review cadence. Counts only the CURRENT version of each policy.

Loading policies…

Vault

Policy library

One card per policy, ordered by most recently updated. Each row shows the current version, the cadence badge, and a per-version review button. Older versions live in the expandable history.

Loading your policy library…