Assessment AutopilotCitationsPolicy-Validated

Turn Any Document Into a Structured Assessment

Drop in regulations, control frameworks, questionnaires, or audit templates. Assessment Autopilot extracts requirements, generates evidence-backed answers, and validates against your policies. Hours, not weeks.

Start Your First Assessment
SOC 2 Type II Assessment
Run #847 • Completed
Finished
Documents3 processed
SOC2_Template.xlsx
CAIQ_v4.pdf
ISO_AnnexA.csv
Pipeline Progress6 of 6 Complete
Import
Extract
Answer
Assign
Policy
Ship
Reviewer Board
AL
AlicePrivacy
18 itemsOn track
MR
MarcusSecurity
12 itemsNeeds input
JS
JuliaLegal
6 itemsOn track
Policy Guardrails
Information DisclosurePass
Risk PolicyAuto-remediated
Evidence GroundingPass
Run SummaryAll steps complete
Assignments resolved via NL commands
Policy guardrails closed in 2 iterations
Delivery package generated with audit log
262
Questions Imported
262
Answers Complete
High
Confidence
Fast
Runtime
Platform Preview

See the Assessment Autopilot in Action

From document import to audit-ready export, experience how teams complete assessments in hours instead of weeks.

Sorena Assessment Autopilot overview with AI-driven compliance scoring
End-to-End Pipeline

Visualize the Assessment Flow

From source documents to audit-ready artifacts, see how AI orchestrates every step with full observability.

Use the controls to zoom, pan, download, or enter fullscreen mode.

6-Step Pipeline

Every Requirement to Audit Proof

One orchestrated pipeline from intake to audit handoff. Every phase stays visible, controllable, and traceable.

1

Import Documents

Universal Formats + Auto Fetch Sources

Paste a URL for AI to fetch the trusted source or drag files in. Pick SOC 2, NIST, ISO, GDPR libraries so every document stays in scope.

Drop in any file or paste a URL and AI will pull the trusted source, map it to the control set you pick, track every revision, and re-process it the moment the document changes. Contracts, policies, and questionnaires all follow the same lane so nothing slips scope.

Universal
formats
ComplianceAudit+1
2

Extract Requirements

Context Parsing + Full Extraction

AI reads contracts, policies, or any content to extract every control or question. Each item stays linked to the original line for audit trace.

Legal agreements, contracts, cybersecurity playbooks, and policies all feed the same parser. AI understands the context and extracts every control while flagging duplicates so auditors can trace each item back to its source line.

Complete
extraction
SecurityCompliance+1
3

Generate Answers

Smart Sources + Answer Selection

Answers combine internal docs with approved public sources while questions auto-route to the right evidence stack.

No manual uploads for public info. Low-confidence answers get flagged with reason codes, routed to the right owner, and tracked until they clear. Most drafts are approved on first pass.

High
first-pass
Sales OpsSecurity+1
4

Assign to Reviewers

Command Assignments + Instant Routing

Type commands like assign privacy to Alice and directory lookups resolve owners without leaving chat. Bulk actions plus alerts keep reviewers aligned.

Bulk actions like "unassign all answered items" work too. Reviewers get notified immediately with links back to the exact question and the evidence they need to confirm it.

Instant
routing
Team LeadsProject Mgmt+1
5

Apply Policy Guardrails

Policy Guardrails + Custom Rules

Define policy rules for legal, privacy, and risk controls. Violations auto-fix or escalate with context. Custom rules slot in to keep every control under review.

NDAs, data handling, and regulatory rules stay covered by your custom policies. Upload rules so niche controls run alongside your library. Most violations resolve in under three passes with full audit logs.

Policy-Aligned
outputs
LegalPrivacy+1
6

Ship Auditable Package

Evidence Bundle + Audit Trail

Generate audit-ready packages with full evidence trails. Every response includes citations, sign-offs, and timestamps for complete traceability.

Full evidence trails, sign-offs, timestamps, and attribution included. No manual formatting required and teams ship in hours, not weeks.

Auditable
packages
ComplianceAuditors+1
Pick a Template, Ship Today

Finish in Minutes, Not Days

Templates are playbooks, not checklists. Choose the scenario and the platform delivers the assessment, evidence matrix, and audit log in one shot.

Security Questionnaire Response

Complete CAIQ, SIG, VSAQ, or custom questionnaires in hours. AI drafts answers with citations; you review and ship.

When to Use

Vendor diligence requests, customer security reviews, or partner assessments.

What You Get
Completed questionnaireConfidence scoresGap report
Best For
Sales EngineeringSecurityVendor Risk

Control Framework Assessment

Import SOC 2, ISO 27001, NIST CSF, or CIS controls. AI generates evidence-backed narratives linked to your policies.

When to Use

Audit prep, certification readiness, or control gap analysis.

What You Get
Control narrativesEvidence matrixReview-ready package
Best For
SecurityComplianceGRC

Regulatory Compliance Mapping

Import GDPR, HIPAA, PCI DSS, SOX, or any regulation. AI maps obligations to your controls and finds gaps.

When to Use

New regulation drops, cross-border expansion, or compliance certification.

What You Get
Obligation mappingGap analysisRemediation plan
Best For
CompliancePrivacyLegal

Policy Governance Review

Re-scan existing assessments against updated policies. Auto-fix violations or escalate to reviewers.

When to Use

Quarterly reviews, post-incident checks, M&A diligence, or policy updates.

What You Get
Violation reportUpdated responsesAttestation log
Best For
LegalComplianceRisk
Every Run Delivers

Three Auditable Artifacts

Documentation, traceable evidence, and immutable records ship together for any auditor.

Completed Assessment

Shareable assessment package with citations, evidence, reviewer sign-offs, and audit trail.

All requirements addressed
Source file citations
Reviewer sign-offs

Evidence Matrix

Which files support which responses. Auditors ask "show me the evidence" and you have it.

Requirement-to-evidence map
Confidence scores
Gaps flagged for review

Audit Log

Immutable record of who did what, when, and which policies applied. SOC 2 and ISO aligned.

Timestamped actions
Policy evaluation results
Approval workflow
Automated Compliance

Enterprise-Grade Security & Compliance

Security controls that enforce themselves. Access, audit, and policy guardrails apply automatically inside every workflow - no manual checks required.

Inherit Security by Default

Every assessment run inherits enterprise controls automatically. Your team works faster while compliance happens in the background.

Full
Audit Trail
Zero
Manual Gates

Role-Based Access

Workspace and project permissions control who can view, edit, or approve. Every action is logged with user identity.

Applies automatically in every workflow

No Duplicate Runs

System locks each assessment in progress. If something fails, recovery resumes exactly where it stopped.

Applies automatically in every workflow

Immutable Audit Trail

Every action logged with timestamps and user identity. Auditors get full traceability in one export.

Applies automatically in every workflow

Policy Guardrails

Every AI answer is scanned against your policies before shipping. Violations are fixed or escalated.

Applies automatically in every workflow
Results

The Numbers

Real results from teams running Assessment Autopilot.

Citations
Answers
Every response traced to its origin document
High
First-Pass Approval
Most AI responses accepted without edits
Automated
Policy Checks
AI-driven loops to resolve violations automatically
Auditable
Outputs
Full evidence trails and citations included
"We help organizations see exactly where they stand by pulling statutes, frameworks, and internal policies into one automated run that produces evidence, citations, and gap analysis."
Sorena Team
Product + Compliance Group
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See it work with your own data. Book a live demo and run your first assessment free.

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