Employee handbook software for HR consultancies. A tagged handbook library for a pilot subset of your clients.
The HR consultant maintains employee handbooks for 30 to 80 small-business clients across multiple states. Each handbook is a Word doc named by client, stored in SharePoint or Dropbox. When a state law changes, the consultant opens every affected client's file, finds the relevant section, edits, saves, exports a fresh PDF, and emails it for sign-off. Which client got which update lives in a spreadsheet or in the consultant's head.
It starts when you flag a policy area as changed.
A state amends its paid-sick-leave rule, and the consultant has 30 to 80 client handbooks to check, one Word doc at a time, in SharePoint or Dropbox. Which clients operate in that state, and which of them actually carry that section, lives in a spreadsheet or in the consultant's memory. So the work is open a file, scroll to the policy, decide if it applies, note it, close, open the next. By the time the list is built, the consultant is not even editing yet, and the nagging question is whether one client got missed.
From a flagged policy change to the full affected-client list in seconds.
- 01
We load a subset of clients
Pilot weeks 1 to 2: we break a subset of your client handbooks (your largest, or your highest-risk) into modular sections tagged by jurisdiction (federal, state, city) and topic. You bring the legal knowledge; the tool stores the structure.
- 02
You flag what changed
You name the jurisdiction and the topic (e.g., "California, paid sick leave"). You decide what changed; the tool does not monitor legislation.
- 03
The tool lists every affected client and section
In seconds, you see exactly which loaded clients have that section in their handbook and where it lives. No more spreadsheet hunt, no more "did I get them all?"
- 04
You edit, you sign off
In the pilot, you make the edits in your usual flow with the affected-clients list in front of you. Edit-once-push-to-all and branded PDF generation come on the monthly.
30-day proof.
The pilot does one thing: tells you instantly which of the loaded clients are affected by a policy change, and where. The first 2 to 3 weeks, we break the pilot subset of handbooks into tagged modular sections. By day 30, the manual file-hunt that used to take hours is seconds. You still make the legal call. The tool just stops the hunt.
From there it grows. On the monthly, the next tool loads the rest of your clients into the same tagged library. The one after adds edit-once-push-to-all, so a single section edit regenerates every affected client's handbook. The one after layers in branded client-specific PDFs with redline summaries, then optional e-sign. Eventually the destination is the full multi-client handbook manager.
Your monthly is flat once the pilot graduates onto Starter. Small refinements stay included. Adding edit-once-push-to-all, redline summaries, or e-sign is a new tool, and we tell you about it openly before we build it. Most consultancies grow into Growth tier across the first year as their book moves entirely off Word and SharePoint.
$800 pilot: a tagged handbook section library across a subset of your clients. 2 to 3 weeks to build, 30 days live. After the pilot, the engagement graduates onto Starter ($295/mo). The tool grows from there as the full book loads in and edit-once-push-to-all, redlines, and e-sign layer in.
The HR consultancies this handbook library is built for.
This fits small and mid-sized HR consultancies, payroll bureaus, and PEO advisory firms managing handbooks or compliance documents across many clients. Typical fit: 5 to 25 person consultancies with 30 to 80 active clients, each having a customized handbook or policy package across one or more jurisdictions. It works when your base policies follow a regulatory or industry-standard structure. It does not fit firms where each client's documents are wholly custom and share no common base.
It loads the handbooks you already keep in SharePoint or Dropbox.
The pilot loads a subset of your client handbooks into a tagged section library and identifies affected clients on flag. No portal delivery, no automatic redlines, no e-sign in the pilot. As the tool grows on the monthly, full-book load, edit-once-push-to-all, branded client PDFs delivered through your existing client portal (SmartVault, ShareFile, OneDrive Business, ClientHub), redline summaries, and e-sign get layered in one tool at a time. The tool never tracks legislation; you bring the legal knowledge.
See it in motion ↓How a flagged change moves through the library.
Questions HR consultants ask about the handbook library.
By day 30, what can the consultancy actually do when a law changes?
Flag a jurisdiction and a topic, say California and paid sick leave, and see every affected client and the exact section in seconds instead of opening files one at a time. The $800 pilot takes 1 to 3 weeks to build the tagged section library across a subset of your handbooks, then runs live for 30 days against that hours-to-seconds metric. You still make the legal call; the tool just ends the hunt. After 30 days live the engagement graduates onto Starter at $295 a month, and edit-once-push-to-all, branded PDFs, redline summaries, and e-sign layer in from there.
Does the tool tell us when laws change?
No. The tool stores the structure. You bring the legal knowledge: when you decide a policy area has changed, the tool tells you who is affected. Tracking legislation is what consultancies do better than software.
How do you handle state-specific addenda?
Each section is tagged by jurisdiction at load time. When you flag a state-specific change, only the clients with that jurisdiction tagged surface as affected. As the tool grows, you add jurisdictions to clients without re-keying.
Does loading the rest of our client book cost extra?
Your monthly is flat once the pilot graduates onto Starter, and small refinements to the running library are included. Loading the rest of your clients into the same tagged structure, and later capabilities like edit-once-push-to-all, redline summaries, or e-sign, are each a new tool, and we tell you about it openly before we build it. Most consultancies grow into the Growth tier across the first year as the whole book moves off Word and SharePoint, but most clients stay at their starting tier, and that is fine with us.
See more professional services builds.
This build fits other operations in the same industry, with their own outcomes and metrics.
Professional Services industry hub →Other tools we have shipped.
A branded onboarding checklist portal per new client.
When a new client signs, the implementation lead emails a welcome packet with PDF intake forms, an Excel employee census template, banking authorization, and EIN and prior-payroll requests.
A one-page map of your subscription stack and the waste hiding in it.
Over a few years you have signed up for 10 to 20 SaaS tools: CRM, accounting, project management, storage, e-signature, payroll, chat, and a pile of single-feature apps.
Inbound sales calls turned into CRM leads automatically.
Inbound calls flow into the shop across a mix of new-customer service requests, existing-customer service follow-ups, billing inquiries, supplier callbacks, and sales prospect inquiries.