ComplyQS how-to guides

Create your account, work through the get-started checklist, and find your way around the dashboard.

Every project belongs to a client, so add your clients first.

List every AI tool your firm uses — from the catalogue or your own. The material ones become your AI Systems Register automatically.

Capture the s.4.1 due diligence and s.3.2 appropriateness assessment for a tool, and set its next review date.

One instruction = one compliance record. The four-step wizard walks you through it.

For each tool you decide whether its use is material — the app only ever suggests. The decision and reasoning are recorded against your name.

Everything recorded for one instruction lives on its project page — decisions, documents and output reviews.

Generate the client AI notice and the full explainability pack for an instruction.

Your firm-wide records: the AI Systems Register, the RAG risk register, the incident log and the law-conflict register.

Set your firm’s details once to generate your AI Use Policy and Terms of Engagement clause. (Admins only.)

Choose a plan, see how many seats are in use, and manage payment. (Admins only.)

The baseline AI knowledge course (s.2) and a short exam that records a dated certificate.

A plain-English summary of each section of the RICS AI standard, and where each part lives in the app.