Support more clients with less follow-up.
yrso helps security and compliance consultants keep client work moving between meetings. Give each task an owner and a deadline, and keep evidence with the work it supports.
A repeatable way to run client work.
Growing a consultancy adds coordination as well as billable work. Use yrso to make delivery easier to manage as you take on more clients.
- Make responsibilities clear
- Assign control owners and set execution periods. Your clients know what they need to do, while you spend less time maintaining separate trackers.
- Reduce the chasing
- Automated reminders prompt clients to complete their tasks. Replies and evidence submitted by email are logged against the relevant control, so updates stay connected to the work.
- Prepare for client reviews
- Use the focus view to see upcoming deadlines and overdue work. Bring specific decisions and outstanding tasks to each meeting.
- Keep improvements moving
- Track incidents and non-conformities through structured case workflows. Follow up on corrective actions between audits as part of an ongoing client engagement.
White glove onboarding for consultants
We'll help you set up yrso around the way your consultancy works.
Start with your own framework templates
We'll help set up your framework templates and onboard your clients, so you can bring your existing approach into yrso with support from our team.
Connect your clients' tools
If a client needs a custom integration, we're happy to help build it. Tell us what needs to connect, and we'll work through the requirements with you.
We don't steal your clients
We will never actively reach out to our partners' clients.
If we ever do, tell us. We'll apologize and stop doing it.
We put this commitment in our partnership agreement.
Ask about the partnership agreementTalk to us about your consultancy.
Show us how you work with clients. We'll walk through how yrso can support your delivery and discuss the partnership agreement.