What is health & safety consultant software?
Health & safety consultant software is a platform built for the people who produce compliance documentation for a living. Instead of rebuilding the same risk assessment, fire risk assessment or policy from a Word template for every client, you generate a project- or premises-specific document from a few details in minutes, review it, and issue it as a branded PDF — then keep it stored, version-controlled and linked to the client it belongs to.
Complys is that platform. It covers the full range of documents an advisor produces, manages them across all of your clients from one account, tracks the review dates and expiries that a consultancy lives or dies by, and — on the consultant tier — runs entirely under your own brand, so your clients experience it as your software, not ours.
Who it is for
It is built for health & safety consultants and advisors of every size: the sole practitioner who wants to serve more clients without working more evenings, the small consultancy that needs every advisor producing to the same standard, and the established firm that wants a single system of record across its whole client base. If you produce RAMS, FRAs, CPPs, asbestos registers, policies or toolbox talks for other businesses, this is for you. If you are still deciding whether to bring a consultancy in-house or use one, our guide on whether a health & safety consultant is worth it sets out the trade-offs.
What you can produce for clients
Complys covers the documents an H&S consultancy is asked for most, so you are not stitching together separate tools:
RAMS
Generate project-specific risk assessments and method statements, or modernise a client's weak ones to the gold standard. Grade and review the subcontractor RAMS your clients receive too.
Fire risk assessments
Produce premises FRAs to the gov.uk five-step method (RRFSO 2005 / PAS 79), or construction-site fire plans (CDM 2015 / HSG168), and modernise existing ones.
Construction phase plans
CDM 2015 regulation 12 construction phase plans, tailored to each project and proportionate to the work.
Asbestos register & plan
Capture surveys on site with HSG264 scoring, keep the register and management plan, and digitise reports clients already hold.
Policies & COSHH
Company health & safety policies, arrangements and COSHH assessments — the backbone documents every client needs kept current.
Toolbox talks & records
Toolbox talks, training records and inductions — the everyday evidence that shows a client is actually managing safety, not just holding a policy.
Each document can be generated from scratch, or you can modernise a client's existing one — upload what they have and Complys rebuilds it to the current standard while keeping their real facts. See the dedicated RAMS builder, fire risk assessment software, construction phase plan software and asbestos management software pages for how each works.
Managing every client in one place
The document production is only half of what a consultancy needs. The other half is keeping track of it all. Complys organises each client as its own workspace — their documents, sites, contractors and records kept separate and tidy — and gives you a view across your whole book.
A document library per client
Every RAMS, FRA, CPP, register and policy for a client sits in one place, versioned, so you always know which is current and can pull up the history when a client or an auditor asks.
Review dates and expiry reminders
Fire risk assessments, policies, asbestos reviews and training all have dates. Complys tracks them and warns you before they lapse, so you are the advisor who gets ahead of a renewal rather than the one explaining why a document expired.
Contractor and RAMS review
Where a client engages subcontractors, you can receive and grade the RAMS they submit against good practice, giving the client a documented check rather than a rubber stamp.
Run it under your own brand
On the consultant tier, Complys is white-labelled: your logo and branding on the platform and on every document, with no Complys branding anywhere your client can see. It is your own health & safety software platform — without you having to build one. Complys also makes an explicit commercial promise: it will never approach, upsell or attempt to convert a consultant's registered clients into direct Complys customers. Your clients are yours. The full detail, and the £599/month pricing, are on the consultant platform page.
How consultants use Complys day to day
A typical workflow: you add a new client as their own workspace; you generate the RAMS, fire risk assessment or construction phase plan the job needs from a few details, or modernise the documents they arrived with; you review and issue them as branded PDFs and share a link for sign-off; and then you let the platform track the review dates and expiries so the relationship stays live between visits. The manual production work disappears; the professional judgement, the site knowledge and the sign-off stay entirely yours.
Complys vs spreadsheets vs separate tools
Most consultancies run on one of three set-ups. Here is how they compare:
| What you need | Word templates & spreadsheets | Separate point tools | Complys |
|---|---|---|---|
| Produce a document | Rebuild from a blank template each time | One tool per document type to learn and pay for | RAMS, FRA, CPP, asbestos, policies from a few details, in minutes |
| Modernise a client's existing document | Manual rewrite | Rarely supported | Upload and rebuild to the current standard |
| All clients in one place | A folder per client, easily out of sync | Client data scattered across tools | Each client its own workspace, one login |
| Track review dates & expiries | A spreadsheet you have to remember to update | Some tools, not joined up | Tracked automatically with reminders |
| Version control | Filename guesswork | Varies by tool | Every version kept, current one clear |
| Your own branding | Manual, per document | Usually not offered | Full white-label on the consultant tier |
| Serve more clients | Capped by your typing speed | Capped by tool-switching overhead | Production time collapses, so your capacity rises |
Serve more clients without more hours
Most advisors are capped by how many documents they can physically write. Complys lifts that cap: production is done in minutes and to a higher standard, so you can take on more clients, respond faster, and keep every document consistent and current. The same hours produce more billable work, and the quality goes up rather than down as you scale.
Build a recurring income alongside your consultancy
Consultants sit on exactly the network Complys is built for — other advisors, and the clients who need compliance software. The Complys partner and referral programme pays recurring commission on the accounts you introduce, so the businesses you recommend it to become a recurring income stream, not a one-off favour. See the affiliate programme for how the commission works.
Software vs generic templates
A template pack is cheap and it is a real starting point — but it is a blank form you fill in from scratch every time, with no version control, no reminders, and no link between the document and the client it belongs to. For an occasional one-off that is fine. For a consultancy producing documents week in, week out, across a book of clients, it is a slow, error-prone way to work. Purpose-built software produces the document to the right standard every time, keeps the whole client history in one place, and tells you when something needs reviewing — which is the difference between a consultancy that scales and one that is stuck at its owner's capacity.