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powered by Ivy

Parsing Tool

Parses out compliance obligations - then generates tasks

Powered by Ivy, Toolkit’s AI engine and chatbot, this tool reads long and complex permits and plans and generates a structured list of compliance obligations. Those obligations become suggested tasks in your Toolkit Compliance Tool - or an exportable spreadsheet.

How the Parsing Tool works

  • Uses Ivy AI to parse permits, plans, and permit conditions (including long and complex documents)

  • Extracts and lists compliance obligations in a structured format

  • Generates suggested tasks based on those obligations

  • Routes obligations into Compliance Tool for execution (or exports to a spreadsheet)

Output

A usable obligation list your team can act on, not a PDF you have to interpret.

What “Ivy parsing” means here

Ivy helps identify and structure common permit/plan obligation types, including:

  • Monitoring, testing, and inspection requirements

  • Recordkeeping, reporting, and submission deadlines

  • Operational limits and permit conditions

  • Training, certification, and documentation requirements

  • Notification requirements and trigger events

Goal

Turn unstructured text into structured compliance items.

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The core workflow

Document → Obligations → Tasks

Upload

A permit or plan

AI Parsing

Ivy parses the document and identifies requirements, conditions, deadlines, monitoring, reporting, recordkeeping, and operational constraints

Compliance Obligations

Toolkit generates a structured and searchable list

Task Generation & Export

Obligations feed into:

  • Compliance Tool for task creation, ownership, due dates, evidence, and review workflows

  • Spreadsheet export for teams without a Compliance Tool subscription

Confirmed by Your Team

Human review and confirmation before execution.

“Summarize all notification triggers in this permit.”

AI CHATBOT

Ivy Chat 

Ask your permit questions and receive clear answers.

Ivy is also a chatbot that helps your team move faster inside the permit and plan library.

Example questions Ivy can answer (on your uploaded permit/plan set):

  • “List all quarterly reporting deadlines.”

  • “Show monitoring requirements for this unit/process.”

  • “What recordkeeping is required for inspections?”

  • “Which obligations require third-party testing?”

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Force Multiplier Results

Weeks → Minutes

Work that often takes days or weeks can be done in minutes because Toolkit (powered by Ivy) automates the heavy lift.

  • less manual reading and highlighting

  • less retyping into spreadsheets

  • less risk of missing buried conditions

  • faster onboarding for new sites and new staff

Result

Fewer people can manage more permits and more facilities accurately.

Current Permit Catch-up

Learn your true requirements quickly 

M&A and Due Diligence

Rapid obligation visibility

Teams 

That want proactive compliance without adding headcount

Multi-site Rollouts 

Standardize obligation extraction across facilities

Best-fit use cases
When teams are under pressure

New Permit Issuance or Renewal

Convert requirements into a tracking plan fast

Program Rebuilds after Turnover

Recover institutional knowledge quickly

How the Permit & Plan Tool connects to the other tools

  • Compliance Tool receives structured requirements from the Permit & Plan Tool (Ivy-parsed obligations)

  • Compliance Tool receives applicability outcomes from the Applicability Tool (Ivy-guided determinations)

  • Compliance Tool operationalizes those inputs into tasks and evidence workflows

If you want proactive compliance execution, start with Compliance Tool—and let Ivy drive the plan.

From permit to execution in minutes

Request a demo and we’ll show Ivy parsing a permit, producing obligations, and generating a verified execution plan in Compliance Tool (or a spreadsheet).

FAQs

  • No. Toolkit can export the compliance obligation list and task suggestions into a spreadsheet if you don’t have an Compliance Tool subscription.

  • No. Ivy generates suggested obligations and tasks, and your team verifies, edits, and approves them before relying on them.

  • Yes. The tool is designed to parse long, complex documents and produce a structured obligation list.

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