
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
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Uses Ivy AI to parse permits, plans, and permit conditions (including long and complex documents)
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Extracts and lists compliance obligations in a structured format
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Generates suggested tasks based on those obligations
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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:
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Monitoring, testing, and inspection requirements
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Recordkeeping, reporting, and submission deadlines
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Operational limits and permit conditions
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Training, certification, and documentation requirements
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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:
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Compliance Tool for task creation, ownership, due dates, evidence, and review workflows
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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):
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“List all quarterly reporting deadlines.”
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“Show monitoring requirements for this unit/process.”
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“What recordkeeping is required for inspections?”
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“Which obligations require third-party testing?”


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.
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less manual reading and highlighting
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less retyping into spreadsheets
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less risk of missing buried conditions
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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
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Compliance Tool receives structured requirements from the Permit & Plan Tool (Ivy-parsed obligations)
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Compliance Tool receives applicability outcomes from the Applicability Tool (Ivy-guided determinations)
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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.
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.