Platform Features

Powerful Compliance Infrastructure
— Built to Scale

From single-company tracking to multi-office portfolio control, Obligo provides structured, automated compliance management at every level.

Get Started Free See How It Works

Compliance Without the Chaos

Obligo gives business owners and PRO firms a structured way to manage compliance. Track obligations, organise documents, and maintain full visibility across companies — without spreadsheets, scattered reminders, or manual tracking.

Portfolio Control

Portfolio Dashboard

Manage multiple companies from one structured dashboard. Instantly see which companies require attention, upcoming deadlines, and overall compliance status across your portfolio.

  • Unified view across all managed entities
  • Real-time compliance status per company
  • Risk indicators and overdue alerts at a glance
  • Filter and search across your entire portfolio
Companies
24
Due Soon
7
Action Required
3
AC
Acme Corp
12 obligations
Action Required
GT
Global Tech
8 obligations
Due Soon
PS
Peak Services
6 obligations
Compliant
NT
NovaTech
4 obligations
Compliant
Compliance Automation

Automated Compliance Engine

Obligo automatically generates compliance obligations based on company attributes such as CR type, VAT registration, employee count, and regulatory requirements. Each obligation receives a clear status — Action Required, Due Soon, or OK — allowing teams to immediately identify compliance risks.

  • Auto-generated obligations from company profile
  • Rule-based triggers for VAT, LMRA, CR renewals
  • Clear status labels: Action Required, Due Soon, OK
  • Configurable reminder schedules per obligation
Auto-Generated Obligations
CR Type: WLL
CR Renewal
OK
VAT Registered
VAT Return Q3
Action Required
Employees: 12
LMRA License
Due Soon
Trade License
Trade Renewal
OK
Deadline Planning

Compliance Calendar

The compliance calendar provides a visual timeline of upcoming obligations across companies. Teams can quickly identify upcoming deadlines and plan actions before risks appear.

  • Month and week timeline views
  • Cross-company deadline visibility
  • Color-coded by urgency and status
  • Click-through to obligation details
April 2026
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Overdue
Due Soon
OK
Compliance Documentation

Documents & Evidence Tracking

Store compliance documents securely in one place and attach proof of completion directly to obligations. Certificates, permits, filings, and official records remain organised and accessible whenever needed.

  • Secure document vault per company
  • Link documents directly to obligations
  • Expiry tracking for certificates and permits
  • Signed, time-limited download URLs
Acme Corp — Documents
Upload
Trade_License_2026.pdf
1.2 MB · Linked to Trade License Renewal
VAT_Certificate.pdf
840 KB · Linked to VAT Registration
CR_Document.pdf
2.1 MB · Linked to CR Renewal 2026
LMRA_Permit.pdf
560 KB · Linked to LMRA License
Client Visibility

Client Portal Transparency

Obligo provides a live client portal where companies can see obligations, documents, and compliance status in real time. This creates transparency between business owners and PRO firms while reducing manual reporting and follow-up communication.

  • Branded client-facing portal
  • Real-time obligation and document visibility
  • Reduces manual reporting overhead
  • Builds trust with transparent compliance tracking
AC
Acme Corp
Client Portal View
Shared
Total: 12
Due Soon: 3
Overdue: 1
ObligationDueStatus
CR Renewal 202625 FebDue Soon
VAT Return Q318 FebAction Required
Trade License12 MarCompliant
Platform Security

Security & Access Control

Obligo runs on secure cloud infrastructure with protected document storage and role-based access control. Only authorised users can access company data while maintaining full transparency for the right stakeholders.

  • Role-based access: Owner, Admin, Member, Viewer
  • Tenant-isolated data with row-level security
  • Encrypted storage and signed document URLs
  • Complete audit trail of all actions
Access Control
RoleViewEditManageBilling
Owner
Full access
Admin
Manage all
Member
Edit assigned
Viewer
Read only

Infrastructure That Scales With You

Whether you manage one company or one hundred, Obligo has a plan built for your operational complexity.

Basic

Self-managed businesses

  • 1 user
  • Up to 3 companies
  • 10 GB storage
  • Email support
View Pricing
Most Popular

Grow

Small PRO firms

  • 3 users
  • 5 companies
  • 25 GB storage
  • Employee & LMRA tracking
View Pricing

Advanced

Established PRO firms

  • 5 users
  • 15 companies
  • Client portal & white-label
  • Priority support
View Pricing

Plus

Multi-office PRO groups

  • Custom users & companies
  • 250 GB+ storage
  • Automation rules engine
  • Dedicated support
View Pricing

Start Structuring Your
Compliance Today

Replace manual tracking with a structured compliance system and gain full visibility across your obligations and deadlines.

Get Started Free