POLICY & Procedure MANAGEMENT

Ensure every policy
is seen, signed, and followed


Every policy gets a clear path from draft to follow-through, with a record of who's seen it and when.

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Policy & Procedure Management

One home for
every policy

While regulations govern the public, policies govern the government. With Esper, the policy your staff finds is the policy that's actually in force — current, approved, and the same one everyone else is working from.

Collaborative drafting with tracked edits

Approval workflows with multi-stakeholder sign-off

Digital acknowledgement and adoption tracking

Policy renewal scheduling and compliance alerts

Centralized repository accessible to all staff

AI-powered search across your full policy library

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01 · E-COMMERCE & RETAIL

End-to-end rulemaking, without the chaos

Research, draft, and move regulations through every stage of approval in structured workflows that replace email chains and version chaos. Every step tracked with a full audit trail. Audit-ready from day one.

  • Multi-stage structured approval workflows
  • Returns, refunds, and exchanges
  • Address & shipping method changes
  • Goodwill credits within policy
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02 · SaaS & TECHNOLOGY

Onboarding, billing,
and bugs — handled

Helio manages product questions, plan updates, access resets, and bugs using your docs, involving humans only when necessary.

  • Plan changes & billing questions
  • Account access & password resets
  • Bug triage into Linear or Jira
  • Feature requests routed to product
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03 · FINTECH & BANKING

Compliant resolutions,
zero shortcuts

Helio manages disputes, KYC, and card controls within your limits, logging decisions and escalating when unsure.

  • Plan changes & billing questions
  • Account access & password resets
  • Bug triage into Linear or Jira
  • Feature requests routed to product
Why It Matters

Purpose-built and proven for government agencies

SOC 2 Compliant

Designed around government procurement, security requirements, and the non-negotiables of public-sector data handling.

Compounds Over Time

Every workflow, every decision, every published regulation deepens the intelligence. The platform gets more valuable the longer you run it.

Built for Complexity

Complex hierarchies, mandatory review cycles, multi-stakeholder approvals, public-facing publication — all handled natively.

FAQ

Frequently Asked Questions

What is “Regulation & Code Management” as offered by Esper?

Esper’s Regulation & Code Management module is a platform that moves rulemaking and regulatory drafting out of disconnected tools (spreadsheets, emails, shared drives) and into a unified, auditable workflow. It supports collaborative drafting, version control, automated publishing, compliance deadlines, and AI-powered search across your regulations. Esper

Which organizations or agencies is this solution built for?

Esper is primarily targeted at government agencies (state, local, regulatory bodies) that must manage, publish, and enforce rules, codes, or regulations. It helps modernize the regulatory process in a transparent, auditable fashion.

What are the key capabilities or features?

Some of the core features include:
- Collaborative drafting with versioning and redlines
- Workflow and approval routing (assign owners, set deadlines, send reminders)
- Automated publishing in appropriate formats
- AI-enabled search to quickly find portions of regulations with citation support
- Task management and visibility into bottlenecks

How does version control / redline tracking work?

Esper maintains all drafts, redlines, and versions within a single system. That ensures every change is tracked, auditable, and tied to the appropriate approval steps, so stakeholders can always see “who changed what when.”

How does the system handle deadlines and compliance schedules?

Every rulemaking task (e.g. drafting, review, public comment, approval) is assigned an owner and due date. The system sends reminders, tracks overdue items, and makes bottlenecks visible so leadership can intervene.

See how Esper works
for your agency

Our team works with speed and precision to get you live in under 8 weeks.

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