The PRISMA method

From intake to monitoring, in four clear steps.

PRISMA is a structured framework that helps small businesses organize compliance from the start. Through a guided intake in plain language, it turns your business information into clear priorities, assigned responsibilities, and actionable next steps—before supporting documents or professional review are required.

Before PRISMA

  • Fragmented information across vendors and folders
  • Unclear who owns each responsibility
  • Reactive risk discovery, often from letters
  • Corrective actions without sustained tracking

With PRISMA

  • Structured intake in plain language
  • Visible risk and opportunity signals
  • Assigned internal responsibilities
  • Linked controls and tracked corrective actions
  • Management visibility and documented escalation

What is available now.

Functional now

  • Bilingual public diagnostic
  • Results and optional contact-interest form
  • Functional M1-M6 illustrative demo

Illustrative in the demo

  • Fictional business records
  • Seeded risks, controls, and corrective actions
  • No live client account

Intentionally deferred

  • Authentication and database
  • Document uploads and payments
  • Professional assignment or messaging

Under review

  • Final licensed results disclaimer
  • Canonical score-band presentation

The four steps

What each step produces.

Diagnose

We start with a quick checkup of how things are running, focusing on the areas that affect you most.

No uploads for now. Just your answers.

  • Business setup overview
  • Payroll and worker classifications
  • Filing history and key calendar dates

Map

Findings organized as risks and opportunities.

Priority follows the PRISMA scoring approach. Opportunity items show categories and explanations, not dollar promises.

  • Risk findings by priority
  • Opportunity categories with explanations
  • A scored two-column result

Correct

Clear corrective steps, each with an owner and a due date.

Shown in the product demo as an illustrative plan. Not a live client workspace.

  • Corrective action tracker (demo)
  • Document and retention checklist (demo)
  • Filing calendar patterns (demo)

Monitor

Ongoing review to identify risks early and support continued compliance.

Shown in the product demo as review and escalation patterns. Illustrative only in Phase 1.

  • Status review cadence (demo)
  • Escalation patterns (demo)
  • An internal owner for the process (demo)

What you leave with

Product outputs you can act on.

Risk visibility

Filing and practice exposures surfaced from your answers, organized for priority review.

Responsibilities and controls

Shown in the demo as internal ownership, linked controls, and follow-through paths.

Corrective-action tracking

Owners, dates, and closure states for illustrative findings in the product demo.

Clear next step

Optional contact interest after results. No email gate before you see the diagnostic output.

Start with a free check, or walk the demo.

The public diagnostic produces provisional results from your answers. The product demo shows the fuller operating cycle with illustrative records.

PRISMA organizes the work. It does not replace licensed professional judgment.