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Step 0 of 3 · Starting point

Pick a starting point.

Compliance Senseworks across many industries, but each has standard patterns. Pick the closest match and we'll pre-fill what's typical — you adjust where your business differs.

Or skip this and start blank.

Dental practice

General dentistry / cosmetic / pediatric. Pre-fills HIPAA + dental treatment-not-advice language.

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Medical practice (general)

Primary care, specialty practice, or clinic. Pre-fills HIPAA + medical-advice safeguards.

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Financial advisory / wealth management

RIA, broker-dealer, or financial planner. Pre-fills SEC/FINRA-aware disclosures + suitability language.

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Start from scratch

None of these fit? Fill the wizard with no pre-fills.

Pre-fills are starting points, not legal/professional advice. Review every field against your specific business + counsel before relying on it. Especially for Compliance Sense: required disclosure wording varies by state.