Organise client preparation.
Clients complete assigned records and respond to evidence requests within their own workspace.
Help shape a workspace that connects client preparation with your firm’s review process. Defined permissions and client relationships are central to the partner model.
Prepare a partnership brief ↗Clients complete assigned records and respond to evidence requests within their own workspace.
Your firm records reviewer questions, outstanding actions and professional conclusions for the agreed engagement.
Portfolio views bring deadlines, preparation progress and review workload into one place.
Supreme is itself a registered DPCO. Partner terms must make the relationship between platform operation and professional service delivery clear.
The company authorises its adviser and controls engagement access to its records.
Workspace permissions prevent one client or firm from accessing another’s records.
Client contact, non-solicitation, referrals and data-use terms are defined in the partner agreement.
Supreme operates the platform; it does not read a firm’s assessment content or a company’s records for its own purposes. Access controls separate each firm and each client workspace.
Supreme will not approach a firm’s client about its own professional services, and will not market a subscription to a company you are advising. That commitment is written into the partner agreement.
The appointed firm owns its assessment and conclusions. Software supports the work.
We want to understand the preparation work that consumes time and the evidence your reviewers need.
Pilot participation, portfolio pricing and white-label options are agreed in writing before any client work begins.
Prepare a short brief for a conversation about your organisation’s needs.