Smart contact database

InsiderList automates your compliance workflows from start to finish.

Smart contact database

Universal profiles

Manage contacts with a single source of truth. Our smart contact database creates universal profiles, so you can track individuals across multiple lists and groups. See each person’s lists, activity, and confirmations from their unique profile page.

Universal profiles
Pre-populated data

Pre-populated data

Say goodbye to “cut and paste”! Each time a contact is added to a list, our system automatically adds the latest information we have on record for them, so you don’t have to. Ask your contacts to confirm current information rather than fill in blank forms, and update changes automatically.

Activity streams

Get detailed reporting on individual contacts from their personal activity stream. See when they were last sent a request, the stage of their response, and whether they provided a digital signature. Filter by action type, list, or date range.

Activity streams
Group management

Group management

Easily manage multiple contacts in a single click via groups. Add board members, teams, or even multiple categories of people to project insider and confidential lists, and remove them just as easily.

Power your team with InsiderList

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