Regulatory exposure
01Audit failure carries real regulatory weight
Missing acknowledgements and broken evidence trails now sit in fines, not warnings.
Policy management software
Always
audit-ready.
Never chase another policy review again.
Xoralia automates the complete policy lifecycle inside your own Microsoft 365 tenant. From distribution to attestation to a continuously built audit trail, without adding a single new system.
Researching your options? Read our complete guide to policy management software.
- Certified Microsoft Partner
- SharePoint Native | Teams | Azure OpenAI
- Data stays in your M365 tenant
- verified customer reviews
Recognised by G2 across Policy Management and Governance, Risk & Compliance - Fall 2026 See all 9 G2 awards.
- 0
- Avg. attestation rate
- 427,000
- Active users
- Days
- Time to deploy
- £0
- New infrastructure needed
Why Xoralia
The compliance problem isn’t awareness. It’s proving it — continuously.
Every week spent chasing reviews, tracking attestations, and assembling audit packs manually is a week of unnecessary risk. Xoralia eliminates that burden entirely, inside the tools your team already uses.
Key benefits
What changes when compliance runs itself.
For compliance managers, IT leads, HR directors, and CFOs — the outcomes that matter most.
Evidence is assembled continuously, not scrambled together the week before an audit. Xoralia maintains a timestamped, regulator-ready record of every policy acknowledgement, review, and approval — automatically. When your auditor arrives, the pack is already waiting.
Platform overview
Everything the policy lifecycle needs — automated.
Six core capabilities inside your Microsoft 365 tenant.
Lifecycle automation
Reviews happen on schedule, not when someone remembers
Automated workflows trigger reviews, route approvals, and escalate overdue actions.
Document library
One version. One source of truth. Always current.
Outdated documents disappear. Employees only ever see the current, approved version.
Native delivery
Policies reach employees where they already work
Delivered through Teams, SharePoint, and Outlook - not another portal to log into.
Precision targeting
The right policy reaches the right person, automatically
Role-based delivery through Entra ID. No more sending the entire library to everyone.
Attestation that lands
Up to 99% attestation without chasing anyone
Automated reminders, manager dashboards, AI quiz builder - all native to Microsoft 365.
Audit-ready reporting
Audit evidence that writes itself in the background
Every acknowledgement, version change, and approval timestamped and regulator-ready.
Free compliance risk audit
How exposed is your organisation right now?
Tick the statements that describe how you manage policies today. Get an instant risk score and see which gaps an auditor would find first.
- Instant risk score
- The gaps that matter most, named
- No sign-up, no follow-up
Take the risk audit
8 questions, 2 minutes, no sign-up
Use cases
One platform. Four ways to take control of your documents.
All inside your own Microsoft 365 tenant - no new system, no data leaving your estate.
Policy & procedure management
Automate your policies across the full lifecycle - review, approval, distribution and attestation. Stay compliant and audit-ready without chasing owners or tracking sign-off in spreadsheets.
Learn more about Policy management software for SharePoint
Document management
SharePoint stores your documents. Xoralia governs them. One source of truth: clear owners, approved content, current versions, and files people can find quickly and easily.
Learn more about Document management system for SharePoint
Document control
Keep regulated documents under formal control - a complete audit history of every version, change and approval, built as work happens rather than reconstructed later.
Learn more about Document control for SharePoint
AI content governance
Make sure Copilot answers from trusted, approved and in-date documents - not drafts or superseded versions. Authoritative content is what keeps AI answers accurate.
Learn more about AI content governance for Microsoft 365 and Copilot
Use cases by industry
Built for regulated industries where compliance failure is not an option.
Xoralia serves organisations where getting compliance wrong carries real financial, reputational, or regulatory consequences.
Financial services & Banking
Killik & Co · Metro Finance · Purdue Federal Credit Union
Healthcare
LifeArc · Australian Dental Council · Curexa
Education
Oxford University · Ohio University · D'Youville College
Charity & Non-profit
ClientEarth · Children International · Catholic Diocese of Rockhampton
Public sector
UK Anti-Doping · Colorado Health Benefits Exchange · Algoma District Services
Energy & Utilities
Key Energy Services · Golding
Manufacturing & Retail
Cammell Laird · Nature's Sunshine · Hughes Electricals
Construction
Haskoning
Customer reviews
Trusted by compliance teams across regulated industries.
Google review
A solution that seamlessly integrates with SharePoint and our Microsoft 365 digital workplace
“SharePoint is a format that our employees are used to for accessing documents and we didn’t want to spook them with another system to learn! We decided we really wanted a solution that hooked in with SharePoint, which is why we landed on Xoralia.”
Phil Priest
HSEQ and Facilities Manager
G2 review
An intuitive, robust document-management application
“The software streamlines our complex document approval process, ensuring easy version control and document integrity. It removes uncertainty about the correct policy and guarantees timely review and updates of all relevant documents through clear workflow processes.”
James Buckley
Governance Officer
G2 review
Great quality improvements for our organisation
“The policy approval workflows are perfect for us to build customisability into our processes – streamlining policy approval and creating a more structured process for policy reviews.”
Samuel K.
Quality and Audit Officer
See what these teams see.
A 30-minute walkthrough of Xoralia inside your own Microsoft 365 tenant.
5.0
G2 rating
5.0
Google rating
5.0
Appsource rating
From the blog
Compliance intelligence & Microsoft 365 policy expertise.
20 August 2026
What is SOP management? How it works in 2026
What SOP management is, how it works and what good looks like, from writing and approving procedures to making sure people follow them.
Find out more
5 August 2026
6 reasons why Xoralia is the best ConvergePoint alternative in 2026
ConvergePoint and Xoralia are SharePoint-based policy management solutions with similar core features. Xoralia excels in user experience, deeper Microsoft 365 integration, and customisation, making policy access and management more intuitive.
Find out more
24 July 2026
10 steps for a successful policy and procedure update process in 2026
The regular review of your policies and procedures is a critical element of successful policy management.
Find out more
FAQs
Common questions.
What is policy and procedure management software and how does it work?
Policy and procedure management software is a digital tool for creating, distributing, tracking, and updating policies and procedures. It features version control, access management, and compliance tracking, making it easier to manage policies in any organisation. Xoralia streamlines and simplifies every aspect of this process.
What are policies and procedures in the workplace?
Policies and procedures are the documented rules and steps for how work is done in your organisation. Policies set the expectations, while procedures give the steps to meet them. With Xoralia, you can centralise and control all workplace policies and procedures.
What features should policy management software for small businesses have?
For small businesses, look for ease of use, affordability, templates, scalability, access controls, and review automation. Xoralia is flexible and budget-friendly for small teams.
How do you review policies and procedures?
Policies and procedures should be reviewed regularly, at least yearly or after changes occur. Xoralia’s automated review workflows make this process efficient, auditable, and stress-free.
Why are policies and procedures important in the workplace?
They reduce risk, guide behaviour, and provide legal protection. Xoralia helps communicate and enforce these vital standards organisation-wide.
Get started today
See Xoralia running inside your own Microsoft 365 environment
Book a 30-minute demo, or take the two-minute risk audit first to see where Xoralia would have most impact.
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