Regulated Workflows

Communication workflows with controls, evidence, and auditability.

Create governed spaces for legal, healthcare, finance, public-sector, and compliance-sensitive collaboration without forcing teams into slow manual process.

Designed for sensitive communication, approval-heavy work, auditable collaboration, and privacy-respecting governance.

Zoiko Sema regulated workflows case workspace

Built for teams that cannot leave proof, policy, or chance.

HC

Healthcare

Coordinate sensitive operational work while protecting PHI-related collaboration.

LG

Legal

Manage case, matter, approval, and disclosure workflows without losing context.

FN

Finance

Collaborate on decisions that require traceability, approvals, and retention.

PS

Public Sector

Keep policy-controlled work organized with role-based access and audit trails.

IN

Insurance

Route claims, reviews, and approvals with full context and traceability.

GV

Government

Manage public communications and approvals with complete auditability.

HC

Healthcare

Coordinate sensitive operational work while protecting PHI-related collaboration.

LG

Legal

Manage case, matter, approval, and disclosure workflows without losing context.

FN

Finance

Collaborate on decisions that require traceability, approvals, and retention.

PS

Public Sector

Keep policy-controlled work organized with role-based access and audit trails.

IN

Insurance

Route claims, reviews, and approvals with full context and traceability.

GV

Government

Manage public communications and approvals with complete auditability.

HC

Healthcare

Coordinate sensitive operational work while protecting PHI-related collaboration.

LG

Legal

Manage case, matter, approval, and disclosure workflows without losing context.

FN

Finance

Collaborate on decisions that require traceability, approvals, and retention.

PS

Public Sector

Keep policy-controlled work organized with role-based access and audit trails.

IN

Insurance

Route claims, reviews, and approvals with full context and traceability.

GV

Government

Manage public communications and approvals with complete auditability.

Why Regulated Workflows

Control before the work starts. Evidence while it happens. Proof when it ends.

Policy-first spaces

Apply the right retention, access, and AI controls before sensitive work begins.

Evidence in context

Keep decisions, files, summaries, and approvals together as a single record.

Audit-ready output

Export the proof chain — who did what, when, and under which policy — without rebuilding it manually.

Workflow Map

How a sensitive conversation becomes an auditable record.

Scroll through the six stages — each one leaves an audit event behind.

1

Intake

regulated_space_created

A new case, matter, request, incident, or patient-operation workflow is created as a governed space.

Create regulated space
2

Classify

workflow_classified

Select workflow type, risk level, retention policy, external access rules, and AI policy up front.

Apply policy template
3

Collaborate

governed_message_sent

Messages, files, meetings, notes, and decisions all stay inside the classified workspace.

Start collaboration
4

Review

approval_requested

Approval routing, reviewer assignment, exception capture, and attestations appear in a side panel.

Request approval
5

Preserve

evidence_pack_created

Evidence packs, retention, legal hold, export scope, and redaction rules are available on demand.

Create evidence pack
6

Audit

audit_export_created

Auditors filter events, open details, and export records based on role and plan permissions.

Export audit log
Governed Collaboration

Keep sensitive work in one governed collaboration space.

Communicate, meet, share files, capture decisions, route approvals, and preserve evidence without spreading regulated work across disconnected tools.

Governed messaging

Governed messaging ensures every communication aligns with your brand voice.

Secure meetings

Secure meetings protect every conversation with enterprise-grade encryption.

Governed workspace interface

Approval workflows

Approval workflows ensure every action is , approved, and executed with the right level of control.

Evidence capture

Automatically document approvals, and shared content to support compliance.

Policy & Access

Enterprise administration, without the admin-manual feeling.

OwnerAdminCompliance AdminSecurity AdminReviewerAuditorExternal Guest

Role-based access

Business+

Owner, Admin, Compliance Admin, Security Admin, Reviewer, Auditor, and External Guest roles.

SSO & MFA

Business+

Configured status, provider, enforcement scope, exception count, and test connection.

Retention rules

Business+

Workspace-level and workflow-level retention with duration, scope, and override status.

Legal hold

Sales-assisted

Hold target, case or matter, owner, status, and export availability.

External access

Business+

Approved domains, guest expiry, client and partner roles, and review due dates.

Data controls

Enterprise

Classification labels, restricted sharing, file policy, DLP integration, and redaction.

Evidence · Audit · Export

Prove what happened, who approved it, and what was preserved.

Filter the audit timeline by actor, role, action, and workspace, then export the evidence chain with the right scope, redaction, and reviewer approval.

Audit timeline
All rolesLegal hold
09:41

Regulated space created

L. Ferrand · Legal Ops

Recorded
09:48

Policy template applied

P. Osei · Compliance

Recorded
10:12

Approval requested

System · Workflow

Needs review
10:20

External access granted

S. Admin · Security

Restricted
10:37

Evidence pack created

P. Osei · Compliance

Ready
Export scope: Matter #4821 · redaction on

AI Governance

AI that stays permissioned, restricted, and auditable.

Administrators define where AI summaries, action extraction, and generated outputs are allowed, restricted, retained, or audited — including sensitive-space exclusions and external-participant rules.

Sensitive workspace exclusions

LegalExecutiveHRHealthcareClient-confidentialFinance
AI policy control panelAudit recorded

AI summaries

Who can generate and view summaries in sensitive spaces.

Restricted

Action extraction

Capture follow-ups only where approved by policy.

Approved

Sensitive exclusions

Exclude flagged workspaces from AI assistance.

Policy applied

External participant controls

Require approval when guests are present.

Requires review

AI retention

Retain or remove AI-generated content by policy.

Policy applied

AI audit trail

Log every AI usage event for administrators.

Audit recorded
Integrations

Fit into the identity, records, and security systems you already run.

Identity

Connected

SAML, OIDC, SCIM, Microsoft Entra ID, Google Identity, Okta.

Records & storage

Available

SharePoint, OneDrive, Google Drive, Box, Dropbox, secure archive.

Compliance & legal

Enterprise only

eDiscovery, legal hold export, records management, case management.

Security

Enterprise only

DLP, SIEM, audit export, device and session signals, risk systems.

Workflow

Available

CRM, ticketing, project management, approvals, webhooks, APIs.

Zoiko ecosystem

Connected

ZoikoTime, ZoikoID, Zoiko Cloud, Zoiko One.

Trust & Security

Built to pass procurement, security, and compliance review.

Zoiko Sema supports compliance workflows and audit readiness through controls and evidence — it does not imply automatic compliance.

Administrative control

Centralize regulated spaces, roles, policies, approvals, legal hold, and exports.

Security readiness

SSO, MFA, session governance, role-based access, and secure external collaboration.

Compliance support

Retention, legal hold, evidence packs, audit logs, and review-ready export workflows.

Privacy-respecting governance

Govern sensitive collaboration without employee surveillance or productivity policing.

Enterprise support

Route complex compliance, legal, healthcare, and regional requirements to sales-assisted review.

Zoiko Sema gives our team one place to collaborate, approve, and preserve the proof we need.

MC

Compliance Operations Lead

Regulated services · placeholder

Faster evidence preparation

Target · validating with early customers

Fewer missed approvals

Target · validating with early customers

Improved policy visibility

Target · validating with early customers

Reduced tool switching

Target · validating with early customers

Answers for compliance, legal, and IT reviewers

A governed communication experience for teams that need controlled collaboration, approval workflows, evidence capture, retention, legal hold, audit trails, and enterprise security controls.

Legal, compliance, healthcare, financial services, and any regulated team that needs to prove who did what, when, and under which policy — without slowing collaboration down.

Yes. Administrators can set workspace-level and workflow-level retention rules, place legal holds on specific cases or matters, and control export scope and redaction for produced evidence.

Yes. AI summaries, action extraction, and generated outputs can be allowed, restricted, or fully excluded per workspace — including sensitive-space exclusions like Legal, HR, or Executive.

Yes, with governance. External access supports approved domains, guest expiry, client and partner roles, and scheduled access reviews so outside participation stays controlled.

No. Zoiko Sema supports compliance workflows and audit readiness through controls and evidence — it does not imply automatic compliance with any specific regulation or standard.

Ready to govern sensitive collaboration with confidence?

See how Zoiko Sema supports regulated workflows, audit readiness, and secure business communication.

ZoikoSema Logo