See what's happening across every company you oversee.
Leela runs compliance inside each company you oversee, so you can see what each one owes you, what needs your attention, and what Leela has found and fixed without sending a questionnaire.
01 · Portfolio
See every program in the same way.
Leela tracks each company's obligations under your agreement with them. Select a program to see what Leela is working on this week.
First Harbor Bank5 programs · 140 obligations owed to you · 2 exceptions found this month
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Request evidenceOpen register
One bank's view of five sponsored programs. Each ring is the program's obligations to the bank. Names and figures illustrative.
02 · Oversight
Oversight without the questionnaire.
The quarterly questionnaire doesn't go away. Leela completes it from the existing record and attaches the supporting evidence.
Quarterly oversight questionnaire · Meridian Pay · Q3{{ qCount }}
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By hand3 weeksFour people answering 48 questions from memory and email.
From the recordSame dayEvery answer is tied to supporting evidence and reviewed by the program's CCO before it is sent.
6 of 48 questions shown. One program, one quarter. Illustrative.
03 · Your own obligations
Keep your own oversight obligations current.
Your examiners also need to know how you oversee the companies you oversee. Leela tracks those obligations by program and keeps the supporting evidence current.
34oversight duties, each traced to its source
170duty-by-program checks, kept current
4need a person this week
Duty
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Status
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Current, evidence on fileWaiting on a personException open
Extract · 6 of 34 oversight duties, across five programs. Illustrative.
Bring Leela tothe companies you oversee.
Keep one current record for every company you oversee.