Compliance review that shows its work.
Dale mirrors the review process a franchise attorney would perform manually: reading every section, checking it against the applicable rules, and producing a written analysis, compressed from days into a single session.
Request a DemoModeled on how an experienced
examiner reviews.
Dale reads the FDD as one integrated document: disclosures reconciled across the body, exhibits squared against the obligations they describe, and federal and NASAA requirements applied together. Not a checklist run item by item.
Three simple steps.
Upload the FDD
Drop in any Franchise Disclosure Document. Dale structures the analysis by item and delivers findings ready for your review.
PDF, scanned or digital. Drag and drop.
Dale performs a line-by-line review
Our AI works through every item, cross-referencing disclosures against the full compliance rulebook. Tables, exhibits, financial statements, and footnotes are all analyzed.
The same thorough analysis you'd expect from a manual review, delivered in minutes.
Receive a structured compliance report
Every finding is organized by severity, mapped to the specific rule it implicates, and explained clearly. Export as PDF or navigate findings interactively in-app.
Structured for your review. Built to accelerate your workflow.
The review is the starting point,
not the finish line.
Advise the client
Walk the client through their compliance posture using the structured findings. The severity grading prioritizes the conversation: address critical issues before the next registration filing, flag items that need attention before the annual update, and confirm the areas where their disclosures already meet the mark.
Prepare the filing
Use the structured findings to decide what needs to change before the next registration or annual update. The report is the working record; your judgment decides what the client files.
Track over time
FDD compliance is an annual cycle. Every review your firm runs is preserved. When the same client returns for their annual update, you can compare this year’s findings against last year’s and see exactly what was addressed and what is new.
Quantify what manual FDD review is costing your office.
Plug in your numbers. We'll show you the hours and dollars manual review pulls out of your team every month, and how much of it Dale Review gives back.
Adjust the inputs above to see what manual FDD review is costing your office each month.
And it isn't only faster, it's more thorough. 500+ rules run against their respective sections on every review, surfacing cross-reference gaps and disclosure inconsistencies for your team to verify. Your reviewers spend their time where their expertise matters.
Request a DemoCommon questions
How long does a review take?
Most FDDs are analyzed in minutes. Total time depends on document length, but the typical turnaround is measured in minutes, not hours.
Does Dale replace attorney review?
No. Dale performs the thorough first-pass analysis that surfaces findings. Professional judgment (what is material, how to advise the client, what to file) remains with the attorney.
How current is the compliance rulebook?
The rulebook is continuously maintained to reflect the latest regulatory changes. When the regulatory landscape shifts, the rulebook is updated before your next review.
Can findings be traced back to a specific rule?
Yes. Every finding cites the regulation it implicates, includes a quoted excerpt of the relevant passage, and links to the source page in the document. There is no finding without a citation.
