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Skematic Compliance Case Management
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Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Firm Compliance Standard | Annual fee; $2,000 implementation fee · 5 full access users · 10 limited access users · 2 geographies · 2 entities · basic third-party integrations | $12,000 a year |
| Firm Compliance Premium | Annual fee; $2,000 implementation fee · 10 full access users · 20 limited access users · unlimited geographies and entities · custom third-party integrations · legal document manager includes up to 50 documents | $24,000 a year |
| Firm Compliance Basic | Annual fee; $1,000 implementation fee · 2 full access users · 0 limited access users · single geography · single entity · third-party integrations: none | $6,000 a year |
As skematic.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Facts from Skematic Compliance Case Management's own pages
- Audit trail
- Yes · skematic.com, 21 Sept 2026
- Case data
- It provides a case timeline with milestone tracking, organized data management, standardized status updates, and an investigation audit trail. · skematic.com, 12 Oct 2026
- Company history
- Skematic says it became part of Financial Recovery Technologies (FRT) in 2024. · skematic.com, 12 Oct 2026
- Documentation
- Case records can include documented decision points, resolution rationale, timestamped activity history, documentation exports, and supervisory review confirmation. · skematic.com, 12 Oct 2026
- Existing tools
- Skematic says it works alongside existing compliance tools, including e-communications and trade-monitoring point solutions. · skematic.com, 12 Oct 2026
- Implementation
- The company says implementation takes less than a month and includes workflow configuration, disclosure-template setup, and employee training. · skematic.com, 12 Oct 2026
- Case intake forms
- Yes · skematic.com, 21 Sept 2026
- Intended users
- The product page describes use by compliance teams coordinating with legal and other departments on cases such as ethics concerns and regulatory inquiries. · skematic.com, 12 Oct 2026
- Pricing scope
- Firm Compliance Basic includes Case Manager and Audit Trails, while Standard and Premium add features and user allowances; the pricing page says fees are billed annually. · skematic.com, 12 Oct 2026
- Program links
- Case actions link back to policies, and the product connects cases with the broader compliance program. · skematic.com, 12 Oct 2026
- Purpose
- The case management solution centralizes compliance cases, testing, and investigations with audit trails. · skematic.com, 12 Oct 2026
- Reporting dashboards
- Yes · skematic.com, 21 Sept 2026
- Security
- The product page states that Skematic is SOC 2 Type II certified and offers granular permissions plus enhanced security measures for highly confidential cases. · skematic.com, 12 Oct 2026
- Workflow automation
- Yes · skematic.com, 21 Sept 2026
- Workflows
- Its customizable workflows include structured forms, standard operating procedures, cross-department collaboration, and automated status communications. · skematic.com, 12 Oct 2026
Where Skematic Compliance Case Management stands on Freedom251
- Case Management Software#154 of 177