Frequently Asked Questions
Find answers to common questions about Toolkit, Ivy, our compliance tools, and how the platform can scale with your organization.
General Overview
Toolkit is software for active environmental compliance management: planning, execution, verification, evidence capture, and enterprise reporting.
Toolkit is built for small organizations, mid-market programs, and large enterprises—especially teams that need to manage compliance across an enterprise with fewer people.
Active compliance management means the system helps create the plan, guide execution, verify completion, and organize proof—not just store documents or send reminders.
Yes. Toolkit supports customization for facility structure, roles and permissions, workflows (owner/reviewer/approver), templates, libraries, dashboards, and reporting outputs.
Ivy (AI Engine + Chatbox)
Ivy is Toolkit’s AI engine and chatbot. Ivy helps parse permits and plans, extract obligations, generate task suggestions, and answer plain-English questions about your loaded documents and compliance data.
No. Ivy is both (1) an AI engine that structures compliance inputs into outputs and (2) a chatbot interface that helps users query and navigate requirements quickly.
No. Ivy generates suggested obligations and task plans. Your team verifies, edits, and approves before relying on the outputs.
Examples include: “List all reporting deadlines,” “Show inspection frequency requirements,” “Summarize notification triggers,” and “Identify monitoring obligations for a specific unit/process.”
Parsing Tool
It uses Ivy to parse long, complex permits and plans and generate a structured Compliance Obligation List.
Monitoring/testing, recordkeeping, reporting deadlines, inspections, operational limits, training/documentation requirements, and notification triggers.
Work that often takes days or weeks can be done in minutes by automating obligation extraction and task planning.
No. If you don’t have an Compliance subscription, Toolkit can export obligations and task suggestions into a spreadsheet.
Compliance Tool
Compliance Tool is Toolkit’s execution system: tasks, owners, evidence, approvals, dashboards, and reporting.
Spreadsheets, disconnected calendars, email-based tracking, shared-drive chaos, and “task manager” style compliance programs.
Ivy-supported outputs (obligations and structured requirements) feed into Compliance Tool to propose tasks and guide execution with evidence and verification workflows.
Determination Tool
It documents regulatory applicability determinations with assumptions, thresholds, decision logic, evidence, review/approval, and version history.
It prevents inconsistent conclusions, reduces duplicated analysis, preserves institutional knowledge, and reduces surprises when operations change.
Ivy guides users through consistent, structured inputs (assumptions, thresholds, rationale) and helps keep determinations standardized across sites.
Implementation and Scale
Yes. Many teams start with one tool (often Permit & Plan Tool or Compliance Tool) and expand to the full connected system.
Yes. Toolkit is designed to standardize compliance across many facilities while allowing site-level customization.