Compliance teams waste 20+ hours a week tracking policy adherence across disconnected tools. FileSurf gives you a single platform with AI governance workflows built in — so you can enforce controls, automate audits, and stay inspection-ready without extra headcount.
Use Cases
Upload internal policies, vendor contracts, or regulatory submissions in bulk. FileSurf's AI extracts key clauses, cross-references them against your governance ruleset, and flags any provisions that fall out of compliance — before an auditor does.
Automate the intake of vendor compliance packages — certificates of insurance, SOC 2 reports, data processing agreements, and MSAs. FileSurf validates completeness, extracts expiry dates, and routes documents to the right approvers automatically.
Set governance schemas for GDPR, HIPAA, SOX, or your own internal controls. FileSurf re-validates documents on a schedule or on trigger, alerting your team when a previously compliant record lapses or a new upload fails governance checks.
Powerful Features
Everything you need to streamline your workflow with AI-powered automation.
Define custom governance schemas — required fields, clause patterns, regulatory thresholds — and FileSurf enforces them on every document. Out-of-the-box rulesets cover GDPR, HIPAA, SOX, and ISO 27001 with full customization.
Every document action — upload, extraction, validation, approval, export — is logged with user identity, timestamp, and result. Audit reports are generated on demand, giving you inspection-ready records in minutes rather than days.
Documents that pass governance checks route automatically to downstream systems via REST API, webhook, or native integrations. Documents that fail are held in a review queue with annotated findings sent to the appropriate team.
A real-time dashboard surfaces compliance posture across your entire document corpus — pass/fail rates, aging items in review, expiry countdowns, and trend lines. Share read-only views with legal, risk, or external auditors.
FAQ
Unlike general-purpose AI tools that require manual prompting, FileSurf ships with a structured compliance rule engine, governance audit trail, automated routing, and a monitoring dashboard. You don't need to build governance logic on top — it's embedded into every document workflow from day one.
FileSurf includes pre-built governance schemas for GDPR, HIPAA, SOX, ISO 27001, and CCPA. Every schema is fully customizable. You can also define your own internal control frameworks from scratch using the no-code rule builder or via JSON schema upload.
Failed documents are automatically held in a flagged review queue. The platform annotates each document with specific findings — which rule triggered, what field was missing or malformed, and suggested remediation. Designated reviewers receive instant notifications. Escalation rules can be configured to alert legal or compliance leads when high-severity items are unresolved past a defined SLA.
Yes. FileSurf provides a REST API and webhook system that works with leading GRC platforms (ServiceNow GRC, OneTrust, Vanta), document management systems (SharePoint, Box, Google Drive), and contract lifecycle management tools (Ironclad, Coupa). For enterprise deployments, we also support SFTP-based batch ingestion and scheduled exports.
FileSurf runs on SOC 2 Type II certified infrastructure with AES-256 encryption at rest and TLS 1.3 in transit. Documents are processed in isolated tenant environments with no cross-customer data sharing. Role-based access controls limit who can view, approve, or export governance records. Data retention policies are fully configurable to meet your jurisdiction's requirements.
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