For teams that have to prove what they rely on

Context you can actually trust.

Synaply finds the real version of every document your team relies on, keeps it current, and proves it to your clients, auditors, regulators and your AI tools.

Client security review
85%
17 of 20 current
17 current2 need a look1 missing
Incident response plan
Reviewed 4 November · owner K. Cho
Current
Vendor contract template
A 2021 copy is still being sent out
Needs a look
Data retention schedule
Asked for by a client and the insurer
Missing
Google DriveMicrosoft 365SlackDropboxConfluenceNotion
The problem

Twelve copies. One right answer. Nobody knows which.

Policies, templates and procedures live in five tools and a dozen versions. When a client, an insurer or an inspector asks, someone senior loses days digging, and your AI tools happily answer from the wrong copy.

Information security policy FINAL.docx
Drive · 2021
Old
Security policy v3 (Kim edits).docx
Email attachment
Draft
Information security policy v4
SharePoint · Policies
The real one
infosec-policy-copy.pdf
Shared folder
Duplicate
Trusted documents

Find the real version once. Keep it true.

Point Synaply at what matters, from contracts and templates to security policies. It does the searching and comparing; you make the call.

1

Finds every copy

Across Drive, SharePoint, Dropbox, email and chat, it groups copies of the same document and picks the current version, saying why.

2

You confirm it

One click marks it trusted, with an owner and a review date. Search and AI answers put it first, with a Trusted badge.

3

It watches it

Edits, newer copies, look-alikes, end dates and review dates go to the right person to review, the day they happen.

It only ever shows people documents they can already open in your own tools.

Frameworks

Know what you must have. Prove you have it.

A framework is the list of documents a client, an insurer or a regulator expects. Start from ours or build your own, and see at a glance what is current, what needs a look and what is missing.

Client security questionnaireCyber insurance renewalCSQM 1 quality managementVendor due diligenceYour own
Client security review12 current5 need a look3 missing
RequirementSectionOwnerStatus
Written information security policy
SecurityKim ChoCurrent
Cyber incident response plan
Review overdue
SecurityKim ChoNeeds a look
Privacy breach notification procedure
Privacy—Missing
Client contract template
TemplatesDaniel BennettCurrent
Standard NDA template
No owner
Templates—Needs a look
AI tools

Your AI answers from the approved version, or says it can’t.

Connect Claude, ChatGPT or any assistant that supports MCP to Synaply once. Whether it's a client's request, an audit item or a colleague's question, it answers only from your approved documents, and says plainly when one is missing or out of date.

Your AI assistant
Do you have a written incident response plan, and when was it last reviewed?
Yes. Your cyber incident response plan (v3) is approved, owned by Kim Cho, and was last reviewed on 4 November 2026.
Approved documentIncident response plan v3 · SharePoint
For “data retention schedule”: there isn’t a current one on file, so I can’t answer that from an approved document.

Each person only ever gets documents they can already open.

Proof

Answer in a day, with proof.

The evidence pack lists every requirement, the approved document behind it, who confirmed it and when. Hand it to whoever is asking: a client, an auditor, an insurer or a regulator.

Evidence pack
Client security review
Generated 6 November 2026 · Synaply
PDF
17 of 20 current
Information security policy
v4 · SharePoint / Policies
K. Cho · 12 Mar 2026
Access control and MFA policy
v2 · SharePoint / Policies
S. Lee · 3 Feb 2026
Cyber incident response plan
v3 · SharePoint / Security
K. Cho · 4 Nov 2026
Backup and recovery plan
2023 · Drive / IT
Review overdue
Data retention schedule
—
Not on file
History kept for every requirement.
Only documents the reader can open are listed.
Kim Cho
Confirmed by the owner
Who it's for

Built for anyone who gets asked to prove it.

The request always comes. Synaply keeps the answer ready.

Inbox
VR
Vendor Risk · Northbank
to legal@yourfirm.com
Annual outside counsel security review

Please return the attached questionnaire with your incident response plan and access control policy by Friday.

Security_Questionnaire_2026.xlsx
Law firms

Bank and insurer security reviews, current engagement letters and NDAs, trust accounting procedures.

CPARef. PI-2026-0412
Notice of practice inspection

Your practice inspection is scheduled for March 2027. Please have available your system of quality management documentation, risk assessment and most recent annual evaluation.

Practice Inspection Department
Accounting firms

CSQM 1 policies and risk assessment, independence confirmations, the annual evaluation.

Vendor due diligence · Acme Corp
Information security policy
Privacy policy
Business continuity plan
Subprocessor listNeeded
Due before contract signature
Any company that gets reviewed

Vendor reviews, audits, insurance renewals and due diligence, from the same approved documents.

Done with you

We set it up and keep it running.

You don't need a compliance team. We do the setup and the reviews with you.

1,284
documents read, 312 copies grouped,
48 real versions confirmed
01
We find your documents

We connect your tools, find the real version of each document and confirm it with you.

Client security review85%
Cyber insurance renewal70%
Northbank requirements100%
02
We build your frameworks

One for each client, auditor, insurer or rule you answer to.

Quarterly report · Q4
~35 hpartner time saved
6gaps closed14changes caught2reviews answered
03
We review with you every quarter

What was closed, caught and answered, in your own numbers.

See where you stand in 30 minutes.

Bring the request you dread most. We’ll run it against your own documents, live.

62%
ready today
Information security policyCurrent
Vendor contract templateOld copy in use
Data retention scheduleMissing