adam — Corporate Compliance

Tracked documents

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Due in 30 days

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Overdue

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Waiting to file

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Compliance health by entity group

obligation status across the structure ◫ Core Data ▸ Entities

Operational entities

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Asset entities

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Associations

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Insurance

coverage in force and upcoming renewals

Coverage by entity group

active policies on file

Renewals — next 12 months

when each policy comes due

Upcoming deadlines

the next things Adam is watching View all →

Obligation	Entity	Category	Due	Status

Recently filed

All documents →

Documents by category

All obligations

sorted by what's due next◫ Core Data ▸ Compliance Obligations

Obligation	Entity	Category	Due	Status

Timeline

next six months

In tray — read and ready to file

scanned mailers Adam has already read

Scan or upload a hard copy

for the paper that arrives in the mail

Drop a scan here, or click to browse

PDF, JPG, or PNG. Photograph a letter with your phone and it works too.

Step 01

Capture

Scan the mail on the office scanner, or snap a photo. Multi-page is fine.

Step 02

Adam reads it

OCR pulls the text; the agent proposes entity, category, and key dates for you to confirm.

Step 03

Filed to Dropbox

Once you confirm, it's stored in the right entity/category folder and added to the tracker.

Document library

◫ Core Data ▸ Compliance Documents

Document	Entity	Category	Filed	Status

Entities

mirrors the three Smartsheet workspaces — click one to open its compliance file

How Adam works

the rules behind the filing and the reminders

Intake

Where documents come in.

Email intakedocuments@adam.livingsystems.com

Scan / uploadOn

Filing modelAlways confirm first locked

Document filesDropbox · /Corporate

Entities◫ Core Data ▸ Entities

Obligations◫ Core Data ▸ Compliance Obligations

Documents index◫ Core Data ▸ Compliance Documents

Who hears about deadlines

Team members and what each receives — daily reminders (the 30/14/3 ladder, due-date, overdue) and the Monday leadership digest. Lives in ◫ Core Data ▸ Team.

Loading team…

Name

Email

Daily reminders Monday digest

Escalation ladder

standard obligations · IP deadlines start earlier at 90/60/30/14/3

When	Who	Channel	Tone
30 days out	Amber	Email + in-app	Coming up — here's the doc and filing link.
14 days out	Amber	Email + in-app	Two weeks. Anything blocking this?
3 days out	Amber	Email + push	Due Friday.
Due date	Amber	Email + push	Due today.
Overdue	Amber	Push + email, daily	Overdue by N days.
Overdue 7+ days	+ Matthew & Colleen	Weekly digest, flagged	Oversight visibility.