End-to-end BSA platform for England HRBs
Design, gateways, sign-off queues, handover, registration, occupation, Part 5 remediation, and compliance intelligence — seven duty-holder portals and the statutory floor on every plan. Built for Principal Designers and Accountable Persons, not bolted onto generic project software.
New to the golden thread? Read the complete requirements guide
Product
Every duty-holder portal — one platform
Principal Designer, client, contractor, resident, and occupied AP/BSM workspaces from the live Threadsovereign app (demo data). Design-phase and occupied-phase statutory workflows in one product.








Regulations implemented
16 prescribed KBI categories (regs 3–18) and 28-day submission deadline
Safety case, 10 risk management principles, engagement, complaints, notices
Prescribed golden thread information (Schedule 1) and provision of information to residents and other prescribed persons
Design & construction
BSA 2022 Part 3 — gateways, golden thread, duty holders
Principal Designer portal
BSA 2022 ss.34, 56
Project management, tasks, risks, sign-off queue, and gateway hub for design-phase duty holders.
Gateway 1, 2 & 3 workflows
SI 2023/909
Structured submission forms, mandatory-item checklists, evidence readiness gate, pre-submit validation, state machine, and BSR correspondence log.
Sign-off queue
Structured approve and request-changes workflow for safety-critical documents before gateway export — full audit trail on every decision.
Golden thread — design phase
SI 2023/909 Part 4
Document upload, version control, approvals, immutability guards, server-persisted permission categories, and structured indexing.
Change control & RFIs
BSA 2022 s.88
Safety-impact change requests with actions to update golden thread documents, safety case, Gateway 3 evidence, and BSR notification — supporting BSA s.88 “up to date” before Gateway 3. Contractor queries with drawing and specification references.
Competency evidence matrix
PAS 8671 / 8672 / 8673
PAS 8671 / 8672 / 8673-style role × person × review matrix, trade categories, supplier declarations, verification workflow, and certification expiry reminders.
Gateway portal-day pack
SI 2023/909
GOV.UK building-control links, checklist status, correspondence, attestation register, and BSR portal reference reminder — so evidence is not scattered on submission day.
CDM client duties, CPP & F10
CDM 2015 / BRAE 2023
Client arrangement records, construction phase plans, HSE F10 notification tracking, and PCI pack distribution.
Construction products register
Product name, manufacturer, and certification references linked to the golden thread.
Formal handover
BSA 2022 s.76
Handover package assembly, checklist, drawings, manuals, BSM capture, AP responsibility-transfer records, and DocuSign handover e-signatures (when configured). Framed for BSA s.76 occupation handover as well as Gateway 3 completion.
Advisory HRB description classifier
SI 2023/275
SI 2023/275-aligned advisory checks for higher-risk building descriptions and common exclusions (e.g. hospital, care home, hotel). Never auto-sets HRB status — duty-holders decide.
Client & contractor portals
Client approvals, building-scoped shared documents with bulk ZIP export, contractor tasks, RFIs with response threads, and certification tracking.
Registration & certification
HRB registration, KBI, and building assessment certificates
BSR building registration
BSA 2022 s.78; SI 2023/315
Registration tracking with AP details, building summary, and BSR registration number.
14-day registration change notifications
SI 2023/315 reg.4
Material change tracking with auto-calculated BSR notification deadlines and overdue alerts.
Key Building Information — 16 categories
SI 2023/396
All SI 2023/396 regs 3–18 with completion indicators, 28-day deadline tracking, and structured export packages ready for BSR portal submission.
Building Assessment Certificate
BSA 2022 ss.79–82
BAC readiness — direction tracking, 28-day deadline, submission pack, and appeal support — plus renewal alerts and BSR assessment visit records.
PAP/AP common parts notice (PDF)
BSA 2022 s.82
Generate and print the statutory notice for display in common parts with AP contact details. Physical posting in common parts remains an operational AP duty outside the platform.
AP information transfer on change of AP (s.90)
BSA 2022 s.90; SI 2024/41 reg.13
Checklist and attestation for outgoing Accountable Person prescribed information on change of AP — all eight mapped pack themes (SI 2024/41 reg.13). Distinct from AP/BSM responsibility-transfer records and from s.76 construction handover. Presence attestation only — legal adequacy remains with the duty-holder.
Occupied phase safety & engagement
Safety case, MOR, residents, and Building Assessment Certificate (BAC) readiness — direction tracking, submission pack, and appeal support
Safety case report
SI 2023/907 reg.4–5
Five structured sections with individual attestation of all 10 risk management principles, material-change revision alerts, and BSR submit readiness.
Mandatory occurrence reporting
BSA 2022 s.87; SI 2023/907 reg.6
Issue tracking with notice-as-soon-as-possible and full-report deadlines from the day the occurrence came to the Accountable Person’s attention (calendar days), BSR portal reference capture, and extension workflow. Never auto-files to BSR.
BAC readiness
BSA 2022 ss.79–82
Including Building Assessment Certificate (BAC) readiness — direction tracking, submission pack, and appeal support.
Golden thread — occupied phase
BSA 2022 s.88
Maintenance schedules, contravention notices, building plans, and Sched.1 retention rules.
Building safety statements
SI 2023/907
Structured annual and resident-engagement building safety statements for occupied HRBs, linked to safety-case and engagement evidence.
FRA lifecycle & fire door inspections
BSA 2022 s.156; FSER 2022
Full fire risk assessment records, assessor competence tracking, review scheduling, FSER 2022 door inspection cadences, and failed-door-to-safety-issue escalation.
EEIS & PEEP register
FSER 2022 reg.3A
Emergency Evacuation Information Sharing arrangements and Personal Emergency Evacuation Plans per resident.
Resident information portal
BSA 2022 ss.89–94; SI 2024/41
Schedule 2 safety information, Schedule 3 requestable documents, live duty-holder visibility, building-scoped document library, and safety concern channel (s.93).
Engagement strategy & complaints
SI 2023/907 regs 10, 12
Residents' engagement strategy with 21-day consultation, engagement effectiveness (reg.10) — strategy status, consultation, points in 90 days, open info requests — plus reg.12 complaint handling with platform policy SLAs (10 UK working-day ack/response and 15 working-day reconsideration — not a fixed national SI clock), substantive responses, and automated reminders.
Contravention & BSR compliance notices
BSA 2022 ss.96, 99
AP-to-resident contravention notices and BSR-to-AP compliance notice tracking with appeal deadlines.
BSR annual returns & annual fees
Annual return generation and BSR fee amount, due date, and receipt tracking per building.
BSR governance
Single point of contact, duty-holder competence (PAS 8673), insolvency notifications, resident access 48h notice, BSR correspondence with linked project documents, and manual BSR portal references on submissions.
Leaseholder protections & remediation
Part 5 — relevant buildings (11–18m / 5–6 storeys)
Qualifying lease register
BSA 2022 Part 5; Schedule 8
Lease records with Schedule 8 cap calculator — low-value test, contribution caps, and cladding limits.
Relevant defects log
Defects from 1992–2022 with remediation tracking and notification events.
Remediation orders & landlord certificates
BSA 2022 ss.116–125
FTT remediation order tracking, RICS Landlord's Certificate issue workflow, and Part 5 pack PDF export.
Compliance intelligence & integrations
Analytics, automation, and regulatory content
Compliance CMS
Monitored regulatory sources, versioned checklists, change history, and project impact visibility.
Compliance horizon register
Emerging obligations tracker for Single Construction Regulator and evolving building safety policy.
BSA readiness — scorecard & portfolio
Per-building compliance scorecard (incomplete and overdue items across KBI, safety case, occurrences, FRA, fire doors, PEEPs, engagement, complaints, info requests, registration changes, BAC, annual return) and multi-HRB portfolio ranked by readiness. All plans.
Statutory deadline calendar & ICS
10-, 14-, and 28-day statutory clocks and review dates in one place, with ICS download for calendar apps. All plans.
Evidence packs
SI 2024/41; BSA Part 5
AP inspection pack, resident rights pack (SI 2024/41), Schedule 8 / Part 5 pack, and cryptographic inspection bundle for BSR visits, insurers, and counsel. All plans.
Advisory PDF pre-fill
Upload a PDF (planning pack, SMS policy, engagement strategy, FRA). Extract draft fields for KBI (SI 2023/396), safety-case SMS (SI 2023/907 reg.5), engagement strategy (reg.10), and FRA (s.156 / FSO). Apply as draft only — user reviews every field. Validators judge presence of fields; the model never decides legal adequacy and never auto-submits to the BSR. Professional+.
AI document completeness scan
Advisory scan of uploaded PDFs/DOCX against human-written BSA validators — flags missing sections for SMS, emergency plans, BAC, KBI, principles, engagement strategy, CPP, competency certificates, fire strategy, and complaint responses. FRA completeness scan is not enabled pending legal review. Professional+.
Portfolio analytics
Compliance dashboards, portfolio RAG scoring, occupied BSO matrix (SI 2023/907), building-by-building breakdowns, scheduled branded PDF delivery, and BSR compliance digest.
Automation & webhooks
Configurable automation rules with background execution, smart deadline notifications, and outbound webhooks across 25+ event types with HMAC-SHA256 signing and delivery retry.
BSR inspection evidence bundle
One-click export of handover, golden thread, and compliance evidence for regulatory inspection — alongside readiness evidence packs.
Building Safety Levy evidence store
BSA s.58; SI 2025/1236
Record levy liability, amount paid, payment date, and receipt URL on projects (client-readable). Evidence store only — not a levy calculator, HMRC payment integration, or live application engine. Levy in force from 1 October 2026.
Platform depth
Beyond the statutory floor — operational workflows, multi-channel notifications, and integration polish that keep duty-holder teams ahead of BSR deadlines.
Submission readiness
Evidence gates and structured approvals before BSR export
Gateway evidence readiness gate
SI 2023/909
Blocks gateway export until mandatory evidence items are linked — reducing incomplete BSR submissions.
Golden thread inspection manifest
One-click manifest for BSR inspection visits — handover, golden thread, and compliance evidence bundled for export.
CDM F10 & PCI pack audit
CDM 2015
Tracks HSE F10 notification status and Pre-Construction Information distribution before construction starts.
Occupied-phase operations
Deadlines, extensions, and regulatory correspondence
Occurrence extension workflow
SI 2023/907 reg.6
Structured BSR extension requests with portal reference capture and engagement prompts when reporting is overdue.
Material change safety case alerts
SI 2023/315 reg.4
Flags safety case revisions when building information changes materially — with 14-day registration notification tracking.
BSR visit action items & RBCA alerts
Records BSR assessment visit outcomes, tracks remediation action items, and alerts when Responsible Building Control Authority engagement is required.
BAC renewal tasks & BSR fee cron
BSA 2022 ss.79–82
Building Assessment Certificate renewal task generation, early-reassessment flags, and automated BSR annual fee due-date reminders per building.
Residents, PEEP & fire safety
Engagement SLAs and evacuation planning controls
Resident request SLA tracker
SI 2024/41 Schedule 3; SI 2023/907 reg.12
Schedule 3 fulfilment visibility with SLA tracking, substantive response workflow, and reg.12 complaint reconsideration for information requests.
PEEP review notifications
FSER 2022 reg.3A
Automated alerts when PEEP reviews are due, with Article 9 special-category data controls on resident evacuation plans.
Failed fire door → safety issue
FSER 2022
Failed flat-entrance or common-area door inspections automatically raise occupied-phase safety issues for AP follow-up.
Notifications & calendar
Multi-channel alerts and two-way calendar sync (Professional+)
Browser push notifications
Web Push (VAPID) subscriptions with per-event preferences — dispatched alongside email and SMS for gateway deadlines, occurrences, BAC renewals, FRA/PEEP reviews, and compliance alerts.
SMS statutory deadline alerts
Twilio SMS for Professional+ teams on FRA reviews, BAC renewals, PEEP reviews, remediation deadlines, and other BSR-critical dates when enabled in notification preferences.
BSR compliance digest
Scheduled digest of upcoming BSR deadlines, overdue items, and legislation register changes for duty-holder teams.
Calendar two-way sync
Tokenised iCal subscribe feed plus Google/Outlook OAuth — push compliance deadlines out, import external events in, with conflict detection. Google Meet and Microsoft Teams meeting links supported.
Automation & outbound integrations
Rules engine, webhooks, and team channels
Automation rule executor
Installable automation templates with toggle, duplicate, and delete — background execution for deadline and status-change triggers.
25+ outbound webhook events
HMAC-SHA256 signed payloads for gateways, occurrences, FRA, fire doors, PEEP, remediation, BAC, and document lifecycle events — with delivery retry.
Microsoft Teams & Slack
Per-organisation incoming webhook adapters with event filtering — route compliance alerts to existing team channels.
Compliance horizon & register review
Emerging obligation alerts and quarterly legislation register review prompts for compliance CMS subscribers.
Enterprise depth
For housing associations, councils, and multi-entity portfolios — API access, Autodesk APS pilot (selective import & re-sync), hierarchy analytics, retention controls, and live Stripe billing on top of the Professional tier.
Reporting & analytics
Professional+ dashboards · Enterprise hierarchy scope
Server-side branded PDF reports
Scheduled and on-demand compliance PDFs generated server-side with org branding — including occupied BSO matrix and SI 2023/907 compliance sections, not browser print dialogs.
Hierarchy portfolio analytics
Cross-organisation overview for parent housing associations and ALBs — gateway status, BSR deadlines, and occurrences rolled up across linked child orgs.
Consolidated hierarchy audit export
CSV export of activity and audit events across a multi-org hierarchy for group assurance and SIEM ingestion.
Enterprise API & integrations
Programmatic access and Autodesk APS pilot
Scoped API keys with OpenAPI 3.1
Rotatable Bearer keys with read/write scopes, per-key rate limits, optional expiry, usage logging, and a published OpenAPI 3.1 reference for integrations.
Autodesk APS (Revit / AutoCAD / ACC)
Enterprise OAuth pilot for Autodesk APS — Revit, AutoCAD, and ACC on the same connect path: browse hubs, selective document import (including DWG/DXF), project mapping, and version-aware re-sync. One OAuth connection covers the Autodesk catalog cards. Duty-holders choose what enters the golden thread — not an automatic full-library pull. In-product model Viewer is not included yet.
White-label auth & custom domain
Branded login, onboarding, and password-reset pages on your custom domain with org logo and colours — runtime URL rewriting for in-app links and transactional email.
Retention & governance
Enterprise data lifecycle controls
Legal hold & retention dashboard
Per-category retention rules, documents approaching expiry, legal hold flags that block purge, and scheduled retention jobs for long-term golden thread archives.
Full org data export
ZIP export of projects, documents, safety data, and activity for DSAR responses and off-boarding — alongside advanced single-org and hierarchy audit CSV export.
Custom roles & SCIM provisioning
Org-defined roles with portal access scopes, plus SCIM 2.0 user provisioning alongside SAML/OIDC SSO for Azure AD, Okta, and Google Workspace.
Duty-holder portals
Role-specific workspaces for every party in the England HRB lifecycle — scoped access to the same building record, not five disconnected tools.

Principal Designer
Design-phase projects, gateways, documents, and handover

Client
Approvals, shared documents, and project oversight

Contractor
Tasks, RFIs, certifications, and delivery evidence

Resident
Schedule 2/3 information, requests, complaints, and safety concerns

Occupied (AP/BSM)
Safety case, KBI, FRA, remediation, returns, and governance
Also included: Compliance CMS (Professional+ read, Enterprise write) and Analytics (Professional+) — portfolio reporting and regulatory content. Platform admin is for Threadsovereign stewards only.
Integrations
Transactional email
- Provider
- Resend
- Tier
- All plans
Subscription billing
- Provider
- Stripe — live checkout & customer portal
- Tier
- All plans
SMS notifications
- Provider
- Twilio
- Tier
- Professional+
Browser push
- Provider
- Web Push (VAPID) — per-event prefs, alongside SMS
- Tier
- Professional+
E-signatures
- Provider
- DocuSign handover e-signatures (when configured)
- Tier
- Professional+
Outbound webhooks
- Provider
- Native (25+ events, HMAC-SHA256, delivery retry)
- Tier
- Professional+
Microsoft Teams / Slack
- Provider
- Per-org webhook adapters with event filter
- Tier
- Professional+
Calendar sync
- Provider
- iCal feed + Google/Outlook two-way OAuth, Meet/Teams links
- Tier
- Professional+
Companies House
- Provider
- Verify UK companies by number or registered name
- Tier
- All plans
Autodesk APS (Revit / AutoCAD / ACC)
- Provider
- OAuth pilot — browse, selective import, project mapping, version-aware re-sync
- Tier
- Enterprise pilot
Error monitoring
- Provider
- Sentry
- Tier
- Platform
Product analytics
- Provider
- PostHog (consent-gated)
- Tier
- Platform
| Integration | Provider | Tier |
|---|---|---|
| Transactional email | Resend | All plans |
| Subscription billing | Stripe — live checkout & customer portal | All plans |
| SMS notifications | Twilio | Professional+ |
| Browser push | Web Push (VAPID) — per-event prefs, alongside SMS | Professional+ |
| E-signatures | DocuSign handover e-signatures (when configured) | Professional+ |
| Outbound webhooks | Native (25+ events, HMAC-SHA256, delivery retry) | Professional+ |
| Microsoft Teams / Slack | Per-org webhook adapters with event filter | Professional+ |
| Calendar sync | iCal feed + Google/Outlook two-way OAuth, Meet/Teams links | Professional+ |
| Companies House | Verify UK companies by number or registered name | All plans |
| Autodesk APS (Revit / AutoCAD / ACC) | OAuth pilot — browse, selective import, project mapping, version-aware re-sync | Enterprise pilot |
| Error monitoring | Sentry | Platform |
| Product analytics | PostHog (consent-gated) | Platform |
Autodesk APS (Revit / AutoCAD / ACC) is an Enterprise OAuth pilot — same connect path for Revit and AutoCAD, browse hubs, map projects, selective import (including DWG/DXF), and version-aware re-sync (not an automatic full ACC library pull; no in-product model Viewer yet). Asite and Procore are Enterprise support-led: request via the in-app CDE form for onboarding — there is no live self-serve or in-product OAuth for Asite/Procore today. Threadsovereign complements CDE and PM tools; it does not replace them.
Tier comparison
Platform limits (enforced in product)
Live projects (active / on hold)
10Buildings
10Of which higher-risk (HRB)
3Internal team members
10External collaborators (clients, contractors, suppliers, residents)
UnlimitedDocument storage
25 GBSupport (UK business hours; targets, not SLA)
1 day
BSA compliance (for the buildings the plan can hold)
Gateway 1, 2 & 3 submission workflows
IncludedGolden thread document management (SI 2023/909 Part 4; BSA s.88)
IncludedBSR building registration (s.78)
IncludedBSR correspondence tracking (SI 2023/909)
IncludedMandatory occurrence reporting (s.87 / SI 2023/907 reg.6)
IncludedSafety case & KBI (16 categories, SI 2023/396)
Included10 risk management principles (SI 2023/907 reg.4)
IncludedBAC readiness (direction clock, pack, appeal) & renewal alerts
IncludedFRA lifecycle, fire doors, EEIS & PEEP register
IncludedPart 5 remediation (qualifying leases, defects, orders)
IncludedCDM client duties, CPP, F10 & construction products
IncludedPAS 8673 competence & BSR governance (SPOC, insolvency)
IncludedResident information & engagement (s.89; SI 2023/907 regs.6(4), 10, 12)
IncludedHandover, AP responsibility transfer & s.90 information-transfer checklist
IncludedBSA readiness scorecard, portfolio & deadline calendar (ICS)
IncludedEvidence packs (AP inspection, resident rights, Part 5)
IncludedGateway portal-day pack
IncludedBSR inspection evidence bundle export
IncludedBuilding Safety Levy evidence store (not a calculator)
IncludedMaintenance record register (7-year retention)
IncludedBasic per-building / per-project audit CSV (5,000-row cap)
IncludedCompanies House (number or registered name)
IncludedPAS 8671/8672/8673 competency evidence matrix
Included
Portals & collaboration
Principal Designer portal
IncludedClient portal
IncludedContractor portal
IncludedSupplier registry, certificates and upload links
IncludedResident portal
IncludedOccupied maintenance CMMS & settings
Not includedCompliance CMS
Not included
Integrations & automation
Live Stripe checkout & billing portal
IncludedTask workflows & change control
IncludedAutomation rules & template install
Not includedOutbound webhooks (25+ events)
Not includedSMS notifications (incl. statutory deadlines)
Not includedBrowser push notifications
Not includedDocuSign handover e-signatures (when configured)
Not includedTeams / Slack notifications
Not includedCompliance horizon register
Not includedTwo-way calendar sync (iCal + OAuth)
Not includedPortfolio analytics & occupied BSO matrix
Not includedBranded server-side PDF reports (SI 2023/907 sections)
Not includedScheduled compliance report delivery
Not includedAdvisory PDF pre-fill (KBI, SMS, engagement, FRA drafts)
Not includedAI document scan + webhook events on gaps (FRA scan gated)
Not includedAdvisory drafting (correspondence / risk / complaints)
Not includedNatural-language search (maps to filters)
Not includedProgrammatic API keys (scoped, rotatable, OpenAPI 3.1)
Not included
Enterprise controls
SSO / SAML / OIDC + SCIM 2.0 directory sync
Not includedWhite labelling, custom domain & branded auth
Not includedMulti-org hierarchy & portfolio analytics
Not includedHierarchy consolidated audit CSV export
Not includedLegal hold & retention dashboard
Not includedAutodesk APS (Revit / AutoCAD / ACC) — browse, selective import, re-sync
Not includedCustom roles with portal access scopes
Not includedFull org data export (DSAR / offboarding)
Not includedAdvanced audit CSV / SIEM export
Not includedContractual support response via Order Form
Not included
| Feature | Free | Small | Starter | Pro | Ent |
|---|---|---|---|---|---|
| Platform limits (enforced in product) | |||||
| Live projects (active / on hold) | 1 | 10 | 10 | 15 | Unlimited |
| Buildings | 1 | 10 | 10 | 15 | Unlimited |
| Of which higher-risk (HRB) | 1 | 0 | 3 | 15 | Unlimited |
| Internal team members | 3 | 5 | 10 | 15 | Unlimited |
| External collaborators (clients, contractors, suppliers, residents) | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Document storage | 1 GB | 10 GB | 25 GB | 50 GB | Unlimited |
| Support (UK business hours; targets, not SLA) | 2 days | 1 day | 1 day | 4 hours | 4 hours |
| BSA compliance (for the buildings the plan can hold) | |||||
| Gateway 1, 2 & 3 submission workflows | Included | No HRB | Included | Included | Included |
| Golden thread document management (SI 2023/909 Part 4; BSA s.88) | Included | Included | Included | Included | Included |
| BSR building registration (s.78) | Included | No HRB | Included | Included | Included |
| BSR correspondence tracking (SI 2023/909) | Included | No HRB | Included | Included | Included |
| Mandatory occurrence reporting (s.87 / SI 2023/907 reg.6) | Included | No HRB | Included | Included | Included |
| Safety case & KBI (16 categories, SI 2023/396) | Included | No HRB | Included | Included | Included |
| 10 risk management principles (SI 2023/907 reg.4) | Included | No HRB | Included | Included | Included |
| BAC readiness (direction clock, pack, appeal) & renewal alerts | Included | No HRB | Included | Included | Included |
| FRA lifecycle, fire doors, EEIS & PEEP register | Included | Included | Included | Included | Included |
| Part 5 remediation (qualifying leases, defects, orders) | Included | Included | Included | Included | Included |
| CDM client duties, CPP, F10 & construction products | Included | Included | Included | Included | Included |
| PAS 8673 competence & BSR governance (SPOC, insolvency) | Included | No HRB | Included | Included | Included |
| Resident information & engagement (s.89; SI 2023/907 regs.6(4), 10, 12) | Included | No HRB | Included | Included | Included |
| Handover, AP responsibility transfer & s.90 information-transfer checklist | Included | Included | Included | Included | Included |
| BSA readiness scorecard, portfolio & deadline calendar (ICS) | Included | Included | Included | Included | Included |
| Evidence packs (AP inspection, resident rights, Part 5) | Included | Included | Included | Included | Included |
| Gateway portal-day pack | Included | No HRB | Included | Included | Included |
| BSR inspection evidence bundle export | Included | Included | Included | Included | Included |
| Building Safety Levy evidence store (not a calculator) | Included | Included | Included | Included | Included |
| Maintenance record register (7-year retention) | Included | Included | Included | Included | Included |
| Basic per-building / per-project audit CSV (5,000-row cap) | Included | Included | Included | Included | Included |
| Companies House (number or registered name) | Included | Included | Included | Included | Included |
| PAS 8671/8672/8673 competency evidence matrix | Included | Included | Included | Included | Included |
| Portals & collaboration | |||||
| Principal Designer portal | Included | Included | Included | Included | Included |
| Client portal | Included | Included | Included | Included | Included |
| Contractor portal | Included | Included | Included | Included | Included |
| Supplier registry, certificates and upload links | Included | Included | Included | Included | Included |
| Resident portal | Included | No HRB | Included | Included | Included |
| Occupied maintenance CMMS & settings | — | — | — | Included | Included |
| Compliance CMS | — | — | — | Read | Read & write |
| Integrations & automation | |||||
| Live Stripe checkout & billing portal | Included | Included | Included | Included | Included |
| Task workflows & change control | Included | Included | Included | Included | Included |
| Automation rules & template install | — | — | — | Included | Included |
| Outbound webhooks (25+ events) | — | — | — | Included | Included |
| SMS notifications (incl. statutory deadlines) | — | — | — | Included | Included |
| Browser push notifications | — | — | — | Included | Included |
| DocuSign handover e-signatures (when configured) | — | — | — | Included | Included |
| Teams / Slack notifications | — | — | — | Included | Included |
| Compliance horizon register | — | — | — | Read | Read & write |
| Two-way calendar sync (iCal + OAuth) | — | — | — | Included | Included |
| Portfolio analytics & occupied BSO matrix | — | — | — | Included | Included |
| Branded server-side PDF reports (SI 2023/907 sections) | — | — | — | Included | Included |
| Scheduled compliance report delivery | — | — | — | Included | Included |
| Advisory PDF pre-fill (KBI, SMS, engagement, FRA drafts) | — | — | — | Included | Included |
| AI document scan + webhook events on gaps (FRA scan gated) | — | — | — | Included | Included |
| Advisory drafting (correspondence / risk / complaints) | — | — | — | Included | Included |
| Natural-language search (maps to filters) | — | — | — | Included | Included |
| Programmatic API keys (scoped, rotatable, OpenAPI 3.1) | — | — | — | — | Included |
| Enterprise controls | |||||
| SSO / SAML / OIDC + SCIM 2.0 directory sync | — | — | — | — | Included |
| White labelling, custom domain & branded auth | — | — | — | — | Included |
| Multi-org hierarchy & portfolio analytics | — | — | — | — | Included |
| Hierarchy consolidated audit CSV export | — | — | — | — | Included |
| Legal hold & retention dashboard | — | — | — | — | Included |
| Autodesk APS (Revit / AutoCAD / ACC) — browse, selective import, re-sync | — | — | — | — | Pilot |
| Custom roles with portal access scopes | — | — | — | — | Included |
| Full org data export (DSAR / offboarding) | — | — | — | — | Included |
| Advanced audit CSV / SIEM export | — | — | — | — | Included |
| Contractual support response via Order Form | — | — | — | — | Included |
BSR-ready submission workflow
Threadsovereign is built to prepare and evidence submissions to the BSR portal. It validates structured packages against checklist requirements, assembles portal-day packs (GOV.UK links, checklist status, correspondence, attestation register, BSR reference reminder), records local submission trace references, and captures manual BSR portal references after you file officially. Enterprise organisations can optionally enable a live HTTP BSR connector when customer middleware is configured — there is no public BSR duty-holder REST API. Duty-holders still file on GOV.UK; the platform does not replace the BSR or GOV.UK portals and never auto-files gateways, KBI, or occurrences to BSR.
Data separation
Each organisation's data is tenant-isolated with row-level security. Operator views serve duty-holders and Accountable Persons; any regulator-facing data sharing would be governed by explicit contractual terms and user disclosure — operator tenant data is never shared without authorisation.
Functional test coverage
The platform is validated by 12,000+ automated unit test cases (1,000+ files) and 190+ end-to-end specification files across statutory workflows, plus an evidence integrity scan. Gateway transitions, resident idempotency, KBI validation, occurrence deadlines, complaint and Schedule 3 SLA working days (including UK bank holidays), AP information transfers, building safety statements, and AI document scan knowledge-boundary constraints are covered by dedicated specifications. This is automated regression coverage — not a penetration-test pass, a signed DPIA, or external legal review. This covers statutory workflow regression testing — not penetration testing, DPIA sign-off, or external legal review of terms.