A new-client document audit you can deliver in an afternoon and bill as an engagement.
You inherit a new client's handbook, offer letters, contractor agreements and severance template, and you are expected to have an opinion within a week. Drop them all in at once. Get one prioritised report under your logo, every finding pointing at the exact line and citing the statute, regulation or case it rests on. The obvious problems in an afternoon; the unusual ones go to their attorney with a marked-up draft instead of a blank page.
The job
Up to 50 in one go: handbook policies, offer letters, agreements, PIPs, termination letters. Set the client's states and headcount once.
Results appear as each document finishes. Required first, across every document, then document by document.
A branded PDF for the client, a Word redline for their counsel, and a list you can walk through on the kickoff call.
The deliverable
This is the real output. The numbers above are from the sample audit: 42 invented documents for a fictional 80-person client in three states, run through the engine, unedited. Open it and read any finding; each one can be verified without reading the rest of the document.
What is in the report. Cover with your logo. Executive summary by category and jurisdiction. The prioritised remediation list across all documents. Document-by-document detail with the quoted line, the citation and example replacement language. What was not checked. Methodology and limitations.
Your logo, your colours, your footer. Upload a logo once in Settings. On the top tier the DefensibleHR attribution comes off entirely.
The economics
At $275–$375 an hour, a four-hour first read of a new client's documents compressed to forty minutes pays for the Consultant 1 plan in the first engagement. The audit itself is a deliverable you could not staff before, and one most consultancies bill as a fixed-fee onboarding engagement.
The review time you save is margin, not lost revenue: your billing model is retainer, day rate or flat fee. And the client already trusts you, which is why the report carries your name.
Pricing, by client count
Overage documents $45 each in packs of ten. Annual billing. Full pricing. The first three consultancies to use the report with real clients get a design-partner rate; ask on the form below.
The data-handling answer, before anything else
Full detail, including our position on privilege and work product, on the Trust page.
Talk to us, or start now
Request a walkthrough — 20 minutes, on a real document set of yours if you like. We reply within one business day.
One-to-one reply from our team. No list, no sequence.
Or run it yourself today
Every plan starts with a free scan of one document, no account needed. Then pick a plan, add your first client and drop the documents.
Scan one document freeOpen the sample audit →
Full pricing →
Free no-upload tools: checklists and calculators →
DefensibleHR.ai is an AI-powered assistant, not a law firm, and does not provide legal advice. Findings are a first pass for review with a qualified employment attorney; they may contain errors or miss issues. Consultants remain responsible for their own advice to clients and for confirming where HR guidance becomes legal analysis in their state.