Tools

Make the work easier

For safety consulting firms whose team loses hours to retyping, chasing updates and rebuilding trackers.

Start with a tool, or bring us one workflow. Both fit how your firm already works.

Growth tools

Two tools for the people who keep the firm in front of clients.

$79 a month for the firm

Radar

For your BD lead. Never let a client go quiet. Every Monday, Radar tells you who to call and why.

Clients and prospects in one spot. A Monday call list, upcoming compliance dates, full RegTrax history, project announcements and permits matched to your book, and drafts you edit and send yourself. Radar sends nothing.

Free

RegTrax

For everyone who keeps up with the agencies. Call your client about the update before they call you.

The last 14 days from PHMSA, EPA, OSHA, and FERC in one place. Public updates, not a legal opinion.

$49 a month per firm, unlimited

DocTrax

One card, one owner and one status for every client document. As AI writes more of your documents, DocTrax keeps track of every one.

Every tool price is on this page. No setup fees. Month to month, cancel anytime. Your data exports with you.

How it runs

What you get

Radar This Week view
This Week: the Monday queue of client and prospect follow-ups. Work it top to bottom.

This Week, Book, Coming due, Outreach

Book: every client and prospect, with sites, the next action, regulation labels, and work. Coming due: upcoming compliance dates for client sites, based on their Regulation labels. Outreach: write the draft once, pick the clients it fits, and copy the email. Radar sends nothing.

RegTrax active feed
Active Feed: the last 14 days of agency notices, newest first, each with a link to the official source.

Active feed and Permits

Permits: permit notices with the applicant, permit type, status, and geography for each.

Can you build it inside the systems we already use?

Everybody else wants to sell you another platform. We build the tool inside the Microsoft 365 or Google Workspace you already run. Your permissions. Your files. Your data. A workflow designed around your firm, not a vendor's template. Your firm owns the build, and we document it so your team can run it.

Tell us in your own words.

I need a permit and deadline register that alerts my team.

I need our audit notes to become the report, without retyping.

I need every client's 1173 program in one place.

Spend less time writing reports.

Reports start from the data you already collect, so your team spends the time on client work.

EPA estimates each TRI Form R takes about 36 hours, per chemical reported, including compliance checks, calculations, recordkeeping and submission.

EPA estimate, not a SHIFT7 result. Source: EPA ICR, OMB 2070-0212.

Stop typing the same data twice.

Agents move field notes and forms into your trackers, so your team gets that time back for client work.

PHMSA estimates each gas transmission and gathering annual report takes an operator about 54 hours to prepare and submit.

PHMSA estimate for that one annual report, not a SHIFT7 result. Source: PHMSA ICR, OMB 2137-0522.

Take on more clients without rebuilding.

One program, many clients, no rebuilding from scratch.

Examples of what we have built: 1173, pipeline safety programs built on the 56 contractor PSMS topics.

Built on the 56 key requirements in API's Pipeline SMS Contractor's Guide, with each topic scoped to the work your contractor actually does.

See 1173

Finish the audit with the report in hand.

Leave the site with the report, not a pile of notes.

Examples of what we have built: 119, a process safety audit with an interactive report and an owner on every action item.

See 119

Clients see where things stand without asking.

Dashboards that update themselves, instead of a spreadsheet emailed every month.

Examples of what we have built: the Oklahoma Data Center Tracker, 63 sites on one fast, live map.

See it live

We also build

Add AI to your workflows, so drafts and reviews start from your own past work.

Tie into your OneDrive or Google Drive, so your files stay where they live.

A permit and deadline register with alerts, so nothing slips.

How does a build work?

01

Bring us the problem.

Tell us, in your words, which work eats your week.

02

We build it inside your workflow, with you.

On the systems you already use, with your team checking each step.

03

Your team runs it.

We maintain it. You own it, and we keep it working.

Start with one problem

The Automation Sprint

On fixed-fee work, avoidable admin eats your margin. Pick one recurring workflow. Example: a permit and deadline register with alerts. We build it in 3 to 4 weeks, in your own Microsoft 365 or Google account.

From $5,000 per workflow. Fixed price, quoted up front.

Example: at $165 an hour, about 30 billable hours won back covers a $5,000 Sprint.

Example rate. Your results will vary.