MODULES

Configure ProofRelay around your customer trust workflow.

Start with one guided diligence workflow, then enable the modules that match how your buyers ask for proof — questionnaires, evidence, claims, AI diligence, renewals, owner routing, integrations, and enterprise access.

Explore modules
One platform. Configurable workflows.
Configured around your workflow
Buyer-facing output remains gated
One shared claim/evidence graph

Shared graph

Claims, evidence, owners, freshness, and disclosure rules.

Questionnaire Review
Owner Routing
Evidence Vault
Slack / Email Intake
Proof Packs
AI Diligence
Renewal Packs
Integrations
Enterprise Access

Guided Pilot Stack

Start narrow. Expand with confidence.

Most teams begin with a guided workflow around one real questionnaire, one evidence bundle, and one proof-pack request. As the workflow becomes clear, ProofRelay modules can be configured around the same claim/evidence graph.

01
Enabled in Guided Pilot

Questionnaire Review

Map a real buyer questionnaire into a controlled review workflow.

02
Enabled in Guided Pilot

Claim Graph

Identify recurring answers and turn them into reusable claim candidates.

03
Enabled in Guided Pilot

Evidence Vault

Attach the policies, reports, attestations, and diagrams that support each claim.

04
Enabled in Guided Pilot

Proof Pack Assembly

Prepare a buyer-specific packet with missing evidence and disclosure checks visible.

05
Enabled in Guided Pilot

Audit & Safety Controls

Keep buyer-facing output gated by approval, freshness, and disclosure rules.

Module Library

Configure ProofRelay around your customer trust workflow.

Every module works around the same claim/evidence graph. Use the category filters to scan the platform surface without treating the modules as separate products.

Modules

32

Categories

6

Guided starting stack

5

Core TrustOps

The operating layer for questionnaires, claims, evidence, approvals, proof packs, and release safety.

6 modules

Core TrustOps

Questionnaire Review

Enabled in Guided Pilot

Ingest buyer questionnaires, map recurring questions, and review cited suggestions before anything becomes buyer-facing.

Problem it solves

Security questionnaires arrive in different formats, but many questions repeat. This module turns them into a structured review workflow instead of copy-paste chaos.

Best for

Teams responding to enterprise security questionnaires, DDQs, RFPs, and AI diligence forms.

Core TrustOps

Claim Graph

Enabled in Guided Pilot

Turn repeated answers into reusable claim candidates with owners, approval status, freshness, disclosure state, and version history.

Problem it solves

The same answer appears in many buyer forms. The claim graph makes the underlying truth reusable without treating prior answers as proof.

Best for

Teams needing consistency across buyers and renewals.

Core TrustOps

Evidence Vault

Configurable in Pilot

Organize policies, reports, attestations, pentests, COIs, subprocessors, architecture docs, and proof artifacts.

Problem it solves

Evidence lives across drives, GRC tools, Slack, email, and owners. Evidence Vault gives proof a governed home.

Best for

Teams constantly hunting for supporting documents.

Core TrustOps

Proof Pack Assembly

Enabled in Draft Mode

Build buyer-specific evidence packets for follow-up requests, renewals, audits, and AI diligence.

Problem it solves

After a questionnaire, buyers ask for proof. Proof packs turn the ask into a reusable packet with missing evidence, disclosure, freshness, and sharing state.

Best for

Teams that send policies, pentest reports, SOC 2 status, COIs, subprocessors, and architecture proof to buyers.

Core TrustOps

Owner Routing & Approvals

Configurable in Pilot

Route claim reviews and evidence gaps to security, product, privacy/legal, finance, and operations owners.

Problem it solves

Founders and CTOs get pulled into every review because ownership is unclear.

Best for

Cross-functional assurance workflows.

Core TrustOps

Audit & Safety Controls

Enabled in Guided Pilot

Gate buyer-facing output by claim approval, evidence, freshness, disclosure rules, and audit history.

Problem it solves

AI and copy-paste can produce risky answers. Safety controls prevent stale, unsupported, or over-shared output.

Best for

Security-conscious vendors.

Evidence Intelligence

Modules that turn scattered documents, old answers, chats, and follow-ups into reviewable proof work.

7 modules

Evidence Intelligence

Evidence Gap Planner

Enabled in Guided Pilot

Convert buyer follow-up requests into missing-evidence categories, owners, and proof-pack blockers.

Problem it solves

Teams do not know what proof is missing until the buyer asks again.

Best for

Proof-heavy follow-ups and enterprise diligence.

Evidence Intelligence

Prior Answer Mining

Configurable in Pilot

Extract reusable claim candidates from old questionnaires, RFPs, security emails, and review history.

Problem it solves

Prior answers are valuable, but they are not governed truth. This module turns history into draft claims and review tasks.

Best for

Teams with spreadsheets, PDFs, and old responses scattered across drives.

Evidence Intelligence

Slack / Teams Claim Discovery

Private Beta

Surface potential claims and evidence leads from approved Slack or Teams channels, without treating chat as truth.

Problem it solves

Security and product truth often lives in employee discussion threads, but nobody converts it into reusable assurance content.

Best for

Startups where decisions happen in chat before docs catch up.

Evidence Intelligence

Email Thread Intake

Private Beta

Turn buyer follow-up emails and internal diligence threads into proof requests, evidence gaps, and owner tasks.

Problem it solves

The highest-signal proof requests often arrive in email after the questionnaire is submitted.

Best for

Teams managing enterprise reviews through email threads.

Evidence Intelligence

Evidence Freshness Radar

Configurable in Pilot

Track expiring reports, stale policies, outdated diagrams, and evidence that needs re-review.

Problem it solves

A claim may be true when answered and stale by the time the buyer asks again.

Best for

Pentests, SOC 2 reports, COIs, policies, subprocessors, and AI posture.

Evidence Intelligence

Disclosure Guardrails

Enabled in Guided Pilot

Classify artifacts by public, NDA-only, restricted, or internal-only sharing rules.

Problem it solves

Not every proof artifact can be sent to every buyer.

Best for

Teams sharing pentests, architecture diagrams, raw reports, or sensitive control evidence.

Evidence Intelligence

Redaction Policy Studio

Enterprise Option

Create admin-controlled redaction rules and templates for emails, IPs, identifiers, secrets, and restricted fields.

Problem it solves

Evidence often contains details that should not be shared externally.

Best for

Security teams sharing screenshots, reports, logs, diagrams, or raw artifacts.

AI & Governance

AI diligence modules for model providers, data boundaries, training posture, risk context, and AI proof packs.

5 modules

AI & Governance

AI Diligence Center

Configurable in Pilot

Manage AI asset profiles, model/provider records, training posture, AI risk register links, and AI diligence packs.

Problem it solves

Buyers increasingly ask whether customer data trains models, which providers are used, how data is retained, and how AI risk is governed.

Best for

AI vendors and AI-enabled SaaS.

AI & Governance

Model Provider Registry

Configurable in Pilot

Track model providers, regions, data sent, training posture, retention, and review ownership.

Problem it solves

AI diligence questions often require provider-specific answers and evidence.

Best for

Companies using OpenAI, Anthropic, Azure OpenAI, custom models, or AI infrastructure vendors.

AI & Governance

Data Boundary Map

Configurable in Pilot

Map what customer data enters which system, model, vendor, region, and retention path.

Problem it solves

Buyers ask where their data goes and whether it is used for training or retained.

Best for

AI/data infrastructure, security, and privacy-heavy vendors.

AI & Governance

AI Risk Register Link

Enterprise Option

Connect AI claims to risk register items, mitigations, owners, review dates, and evidence.

Problem it solves

AI governance claims are hard to prove unless linked to actual risk-management records.

Best for

Regulated or enterprise AI vendors.

AI & Governance

AI Diligence Pack Builder

Configurable in Pilot

Create buyer-ready AI assurance sections covering model usage, data training, retention, human access, risk, and incident posture.

Problem it solves

AI sections in security reviews are becoming their own diligence track.

Best for

Teams repeatedly answering AI/data-handling questionnaires.

Lifecycle

Workflows for renewals, re-sends, buyer memory, change impact, and long-running obligations.

5 modules

Lifecycle

Renewal / Delta Packs

Configurable in Pilot

Generate 'what changed since last review?' packs for renewals, annual reassessments, and repeat buyer requests.

Problem it solves

Renewals ask for the same proof plus what changed.

Best for

Annual security reviews and customer reassessments.

Lifecycle

Re-send Workflows

Configurable in Pilot

Reuse previously reviewed proof packages when buyers ask for the same evidence again.

Problem it solves

Buyers often ask for everything to be re-sent. This tracks versions, freshness, and shareability.

Best for

Repeated follow-up requests from the same buyer or procurement team.

Lifecycle

Commitments & Obligations

Roadmap

Track customer-specific security commitments, contractual obligations, and renewal-sensitive promises.

Problem it solves

Teams make commitments during sales and contracting, but those promises are hard to track later.

Best for

Mature customer trust, legal, and security teams.

Lifecycle

Change Impact Analyzer

Roadmap

Show which claims, evidence, proof packs, and buyers are affected when architecture, policy, model, or vendor posture changes.

Problem it solves

Teams do not know which external answers become stale after internal changes.

Best for

Fast-moving product and AI teams.

Lifecycle

Buyer Memory

Roadmap

Remember what was sent to each buyer, which versions were used, what was restricted, and what was asked again later.

Problem it solves

Each buyer relationship develops its own assurance history, but teams lose track after the deal cycle.

Best for

Renewals, expansions, and strategic enterprise accounts.

Integrations & Intake

Controlled intake and roadmap integrations for evidence sources, deal context, tickets, docs, and buyer requests.

5 modules

Integrations & Intake

Trust Center Intake

Private Beta

Give buyers a controlled intake path for evidence requests instead of unmanaged email threads.

Problem it solves

Trust centers do not eliminate custom follow-up requests.

Best for

Teams that already publish a trust center but still handle custom proof requests manually.

Integrations & Intake

Integration Hub

Roadmap

Connect ProofRelay with Vanta, Drata, Sprinto, Jira, GitHub, Google Drive, Notion, Slack, HubSpot, and Salesforce.

Problem it solves

Assurance evidence and deal context live across many systems.

Best for

Teams ready to connect GRC, collaboration, source-control, storage, and CRM systems.

Integrations & Intake

CRM Deal Context

Roadmap

Attach buyer, deal stage, ARR, region, and account context to questionnaires and proof-pack decisions.

Problem it solves

Security review work should map to revenue impact and buyer context without becoming a full CRM.

Best for

Sales-led teams prioritizing diligence by deal urgency.

Integrations & Intake

Ticket / Issue Evidence Sync

Roadmap

Pull evidence from Jira, Linear, GitHub issues, or project systems when remediation or control work is completed.

Problem it solves

Security claims often depend on engineering work that lives in ticketing systems.

Best for

Teams using tickets as operational evidence.

Integrations & Intake

Drive / Docs Evidence Import

Configurable in Pilot

Import or reference policies, diagrams, reports, and evidence from shared drives or document repositories.

Problem it solves

Most proof artifacts begin in Google Drive, Notion, Confluence, or similar systems.

Best for

Teams that need fast evidence onboarding without a full GRC integration.

Enterprise Controls

Administration, reporting, portal assistance, framework mapping, and identity controls for mature trust teams.

4 modules

Enterprise Controls

Framework Mapping

Enterprise Option

Map claims and evidence to SOC 2, ISO 27001, NIST CSF, NIST AI RMF, and internal control frameworks.

Problem it solves

Buyers ask the same proof through different framework languages.

Best for

Teams reusing evidence across security, privacy, and AI frameworks.

Enterprise Controls

Portal Assist

Private Beta

Browser-assisted support for completing third-party buyer portals from approved claims and evidence.

Problem it solves

Some buyers force vendors into proprietary portals.

Best for

High-volume teams dealing with fragmented buyer portals.

Enterprise Controls

Analytics / Executive Reporting

Enterprise Option

Track bottlenecks, question frequency, stale-claim trends, answer reuse, review cycle time, and proof-pack workload.

Problem it solves

Leaders need to know where diligence slows deals down.

Best for

Customer trust, security, and revenue leaders.

Enterprise Controls

SSO / SCIM / Enterprise Access

Production Deployment

Enterprise identity, provisioning, role governance, and centralized access management.

Problem it solves

Production enterprise deployments need IdP-managed access and lifecycle controls.

Best for

Larger customer trust teams and production enterprise deployments.

Workflow Combinations

Configure the platform around the review you actually face.

Pick the workflow that matches where diligence is breaking today. The surrounding modules can be enabled while keeping every workflow tied to the same claim/evidence graph.

Upmarket SaaS Review

Enterprise buyers keep asking the same questions in different formats and then asking for proof.

Questionnaire Review
Claim Graph
Evidence Vault
Proof Packs
Owner Routing

AI Vendor Diligence

AI vendors need precise answers about model usage, training posture, retention, and data boundaries.

AI Diligence Center
Model Provider Registry
Data Boundary Map
AI Diligence Pack Builder
Evidence Vault

Security Company Assurance

Security companies need technical assurance claims to stay current, owner-reviewed, and safe to share.

Claim Graph
Owner Routing
Audit & Safety
Renewal / Delta Packs
Evidence Freshness Radar

Enterprise TrustOps

Mature trust teams need governance, reporting, identity, and obligations without losing the proof graph.

Integration Hub
Analytics
SSO / SCIM
Commitments & Obligations
Framework Mapping

Proof-Heavy Follow-Ups

The hardest work often starts after the questionnaire, when buyers ask for evidence again.

Evidence Gap Planner
Proof Pack Assembly
Re-send Workflows
Disclosure Guardrails
Buyer Memory

Chat-to-Claim Discovery

Important assurance context lives in chat and email before it becomes reviewable proof.

Slack / Teams Claim Discovery
Email Thread Intake
Prior Answer Mining
Claim Graph
Owner Routing

Strategic Module Details

The modules that carry the proof workflow.

The highest-leverage modules are expanded below so teams can see how the workflow fits together without expanding every catalog item into a long page.

Enabled in Guided Pilot

Questionnaire Review

Problem

Buyer questionnaires arrive in different formats, but the underlying assurance questions repeat.

What it does

Converts incoming spreadsheets, forms, and DDQs into a governed review queue where AI-assisted suggestions stay tied to approved claims and evidence.

  • Map repeated buyer questions to canonical claim candidates.
  • Draft cited suggestions for human review before export.
  • Route exceptions, unsupported answers, and missing evidence to owners.

Where it fits

Fits at the front of security reviews, DDQs, RFPs, renewal questionnaires, and AI diligence forms.

Proof workflow

Questionnaire Review

1

Buyer question

Checked against the shared graph

2

Claim match

Checked against the shared graph

3

Cited suggestion

Checked against the shared graph

4

Human review

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Enabled in Guided Pilot

Claim Graph

Problem

The same answer appears in many buyer forms, but prior answers are not proof by themselves.

What it does

Creates the reusable truth layer behind questionnaire answers, proof packs, renewals, and AI diligence responses.

  • Track owner, approval, scope, disclosure state, freshness, and version history.
  • Separate prior answers from approved claims that are safe to reuse.
  • Surface contradictions and stale claims before they reach a buyer.

Where it fits

Fits wherever the same security, privacy, AI, or operational assurance claim appears across many buyers.

Proof workflow

Claim Graph

1

Claim candidate

Checked against the shared graph

2

Owner review

Checked against the shared graph

3

Evidence-backed

Checked against the shared graph

4

Reusable proof

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Configurable in Pilot

Evidence Vault

Problem

Proof artifacts live across drives, email, GRC tools, ticketing systems, and individual owners.

What it does

Gives proof artifacts a governed home that records what each file supports, who owns it, and whether it is fresh enough to share.

  • Organize policies, reports, diagrams, attestations, subprocessors, and screenshots.
  • Link evidence directly to the claims and buyer requests it supports.
  • Track freshness, sensitivity, disclosure limits, and missing proof.

Where it fits

Fits once evidence lives across shared drives, GRC tools, Slack, email threads, and individual owners.

Proof workflow

Evidence Vault

1

Artifact

Checked against the shared graph

2

Metadata

Checked against the shared graph

3

Linked claims

Checked against the shared graph

4

Share decision

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Enabled in Draft Mode

Proof Pack Assembly

Problem

After the questionnaire, buyers ask for supporting proof, version context, and evidence packets.

What it does

Assembles buyer-specific evidence packets without rebuilding each response from memory, shared folders, and one-off email threads.

  • Bundle approved claims with linked evidence and visible missing items.
  • Review disclosure, expiry, revocation, and sharing state before release.
  • Reuse prior proof context for follow-ups and buyer-specific renewals.

Where it fits

Fits after questionnaires, during procurement follow-up, and whenever a buyer asks for supporting proof.

Proof workflow

Proof Pack Assembly

1

Buyer request

Checked against the shared graph

2

Selected claims

Checked against the shared graph

3

Evidence packet

Checked against the shared graph

4

Controlled share

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Private Beta

Slack / Teams Claim Discovery

Problem

Security and product truth often appears in chat before it becomes governed documentation.

What it does

Chat can surface draft claims and evidence leads. It does not create approved buyer-facing truth.

  • Identify potential claim candidates from approved channels.
  • Route useful threads into owner review instead of buyer-facing output.
  • Connect chat-sourced leads to evidence gaps and documentation tasks.

Where it fits

Fits for startups where decisions happen in chat and customer assurance needs a controlled path back to approved claims.

Proof workflow

Slack / Teams Claim Discovery

1

Approved channel

Checked against the shared graph

2

Draft lead

Checked against the shared graph

3

Owner review

Checked against the shared graph

4

Claim candidate

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Configurable in Pilot

AI Diligence Center

Problem

AI diligence now asks about training posture, model providers, data boundaries, retention, human access, and risk governance.

What it does

Treats AI diligence as its own review track, with approved answers about model providers, training posture, retention, access, and risk governance.

  • Maintain AI asset profiles, provider records, and training posture claims.
  • Map buyer AI questions to evidence gaps and risk-register context.
  • Package AI-specific assurance responses without overclaiming automation.

Where it fits

Fits for AI vendors and AI-enabled SaaS teams facing model, data handling, and AI governance diligence.

Proof workflow

AI Diligence Center

1

AI question

Checked against the shared graph

2

Provider record

Checked against the shared graph

3

Training posture

Checked against the shared graph

4

AI proof pack

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Configurable in Pilot

Renewal / Delta Packs

Problem

Renewals ask for the same proof plus what changed since the last review.

What it does

Prepares 'what changed?' context for annual reassessments, customer audits, and repeat reviews without rerunning the whole proof project.

  • Compare prior buyer-facing proof with current claim and evidence state.
  • Highlight changed policies, expired evidence, new gaps, and owner updates.
  • Create renewal packets around the proof a buyer has already seen.

Where it fits

Fits for annual security reviews, enterprise renewals, re-assessments, and customer audit cycles.

Proof workflow

Renewal / Delta Packs

1

Prior pack

Checked against the shared graph

2

Changed proof

Checked against the shared graph

3

Freshness check

Checked against the shared graph

4

Renewal packet

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Private Beta

Trust Center Intake

Problem

Public trust centers do not eliminate custom follow-up requests, NDA-specific evidence asks, and buyer-specific routing.

What it does

Private beta — focused on seller-side request routing, not replacing your public trust center.

  • Route inbound evidence requests into claims, proof packs, and owner queues.
  • Capture buyer-specific asks that do not belong in a public trust center.
  • Keep custom proof work tied to the same claim/evidence graph.

Where it fits

Fits for teams that already publish a trust center but still handle custom enterprise proof requests manually.

Proof workflow

Trust Center Intake

1

Buyer request

Checked against the shared graph

2

Intake route

Checked against the shared graph

3

Owner queue

Checked against the shared graph

4

Proof workflow

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Roadmap

Integration Hub

Problem

Evidence, tasks, and deal context live in systems that do not share a common trust workflow.

What it does

Roadmap — scope will be integration-by-integration, starting with read-mostly evidence sources.

  • Plan GRC, CRM, storage, source-control, and collaboration connections around real workflows.
  • Reduce manual evidence movement as the customer assurance process matures.
  • Keep integration scope explicit instead of implying every connector is live today.

Where it fits

Fits after teams validate the core workflow and need stronger operational connections across the enterprise stack.

Proof workflow

Integration Hub

1

Source systems

Checked against the shared graph

2

Evidence sync

Checked against the shared graph

3

Claim graph

Checked against the shared graph

4

TrustOps queue

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Enabled in Guided Pilot

Audit & Safety Controls

Problem

AI-assisted drafting and copy-paste workflows can create stale, unsupported, or over-shared buyer-facing output.

What it does

Keeps AI-assisted drafting and buyer-facing output behind review, evidence, freshness, disclosure, and audit gates.

  • Require human review before a claim becomes buyer-facing.
  • Flag stale evidence, restricted artifacts, unsupported claims, and disclosure conflicts.
  • Record material actions so teams can see what was reused, changed, and sent.

Where it fits

Fits across every module because trust workflows need controlled release, not silent AI-created truth.

Proof workflow

Audit & Safety Controls

1

AI draft

Checked against the shared graph

2

Human review

Checked against the shared graph

3

Policy gates

Checked against the shared graph

4

Buyer output

Ready for controlled reuse

Buyer-facing output remains gated by review, evidence, freshness, disclosure, and audit context.

Module Maturity

Start with the workflow. Enable modules as the process matures.

ProofRelay is modular by design. Guided pilots start narrow so teams can validate the highest-friction workflow without a steep learning curve. As the process becomes clear, modules can be configured around the same claim/evidence graph.

1
Stage 1

Guided Pilot

Validate the highest-friction workflow before expanding the platform surface.

questionnaire
claim graph
evidence gaps
proof-pack draft
2
Stage 2

Core TrustOps

Turn recurring assurance work into a durable operating layer.

evidence vault
owner routing
proof-pack sharing
freshness checks
3
Stage 3

AI / Framework Expansion

Add buyer-specific AI and framework evidence without becoming a broad GRC clone.

AI diligence
framework mapping
data boundary map
AI risk register link
4
Stage 4

Enterprise Automation

Connect identity, reporting, portals, and system context as the workflow matures.

integrations
analytics
SSO/SCIM
portal assist
obligation tracking
Stage 5

Continuous Proof Operations

Keep proof current as buyers, products, policies, models, and contracts change.

renewal packs
buyer memory
change impact analyzer
executive reporting

Build around proof

Build your trust workflow around proof.

Tell us where your review process breaks — questionnaires, evidence, AI diligence, renewals, portals, owner routing, or integrations — and we’ll recommend the right starting configuration.

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