RegSaas User Guide

🚀 Getting Started

Welcome to RegSaas, the AI-powered regulatory compliance platform. Here's how to set up your account:

1. Create an Account — Sign up with your email or Google account. You'll receive a verification email to activate your account.
2. Complete Onboarding — After verifying your email, you'll be prompted to select your industry and jurisdiction (state/city). This personalizes your experience.
3. Explore Your Dashboard — Your personalized compliance dashboard loads regulations, alerts, and AI tools specific to your business niche.
4. Try the Free Trial — Your 7-day free trial gives you full Pro-level access to all platform features. No credit card needed.

📊 Dashboard Overview

The dashboard is your command center. Here's what each stat card shows:

• Regulations — Total number of regulations matching your industry and jurisdiction.
• Alerts — Unread notifications about regulation changes, deadlines, and system updates.
• Action Items — Compliance checklist items that need your attention.
• Usage — Your monthly AI query usage vs. your plan's limit.

Recent Regulations & Alerts

The dashboard shows the 5 most recently updated regulations and your latest alerts. Click any regulation to view its full details, AI summary, and compliance checklist.

📋 Regulations

Browse, search, and filter all regulations relevant to your business.

Filtering

Use the filter dropdowns at the top to narrow down by industry and category (licensing, zoning, health & safety, tax, etc.). By default, regulations are filtered to your selected industry and state.

AI Search

Use the search bar to ask natural language questions like "What permits do I need for a food truck in Austin?". The AI will parse your query and find matching regulations.

Regulation Details

Click any regulation to view:

• AI Summary — Plain-English explanation of what the regulation means for your business.
• Compliance Checklist — Specific action items you need to complete, with priority levels.
• Source Link — Direct link to the official government source.

Generate Documents

Click "Generate Compliance Doc" in any regulation's detail view to create a professional compliance report customized for your business.

🗺️ Compliance Roadmap

The Compliance Roadmap visualizes your progress toward full regulatory compliance.

How It Works

• All compliance checklist items from your matching regulations are combined into a single roadmap.
• Items are sorted by deadline (from regulations' effective dates) and priority.
• Check off items as you complete them — your progress is saved automatically.

Status Colors

• 🔴 Past Due — The regulation's effective date has passed and this item is incomplete.
• 🟡 Due Soon — Deadline is within the next 7 days.
• 🔵 Upcoming — Scheduled but not yet due.
• 🟢 Completed — You've marked this item as done.

📄 Document Scanner

Upload your business permits, licenses, or internal compliance documents and let AI identify gaps.

How to Use

1. Click "Choose File" and select a PDF (up to 10MB) or image file (PNG/JPG, up to 5MB).
2. The system extracts text from your document using OCR (for images) or text parsing (for PDFs).
3. AI compares your document against all regulations matching your business profile.
4. You receive a Compliance Score (0-100%) and a detailed list of gaps and recommendations.

Understanding Results

• Compliance Score — Higher is better. 80%+ means you're in good shape.
• Gaps — Specific areas where your document doesn't meet requirements. Rated as Critical, Major, or Minor.
• Strengths — Areas your document already covers well.
• Recommendations — Specific actions to fix each gap.

🤖 AI Compliance Assistant

Ask the AI assistant any question about regulations, compliance requirements, or business permits.

Effective Questions

• "What food safety certifications do I need for my restaurant in Texas?"
• "Explain the ADA requirements for my retail store."
• "What happens if I miss the deadline for my health inspection renewal?"
• "Compare zoning laws between Austin and Houston for a brewery."

How It Works

The AI uses vector semantic search to find the most relevant regulations in the database based on your question. It then provides answers grounded in actual regulatory data — not generic advice.

⚖️ Legal Research Mode

Available for Law Firm and Researcher user types. This is a specialized AI mode for legal professionals.

Capabilities

• Citation-level analysis of statutes and regulations
• Jurisdictional conflict identification
• Legislative intent and regulatory history
• Cross-jurisdictional comparative analysis

Switch your user type to "Law Firm" or "Researcher" in your profile settings to unlock this mode.

💳 Subscription Plans

Free Trial (7 Days)

Full Pro-level access for 7 days. All features, unlimited jurisdictions, 5,000 API calls. No credit card required. After the trial ends, you're automatically moved to the Starter plan.

Plan Tiers

• Starter ($29/mo) — 1 industry, 1 jurisdiction, 500 API calls/month, basic alerts.
• Pro ($79/mo) — 3 industries, 5 jurisdictions, 5,000 API calls/month, priority email support, full feature access.
• Enterprise ($199/mo) — Unlimited everything, dedicated 24/7 support, API access.

Annual Billing

Save 5% by choosing annual billing. Toggle between Monthly and Annual in the subscription section.

🔑 Developer API

Available on Pro and Enterprise plans. Access regulation data programmatically.

Getting Your API Key

1. Navigate to the "API Access" section in your dashboard.
2. Click "Generate API Key" to create your unique key.
3. Use the key in the x-api-key header for all API requests.

Endpoints

Full API documentation is available in the API Access section. Common endpoints include:

• GET /api/regulations — List regulations with filters
• GET /api/regulations/search?q=... — AI-powered search
• POST /api/regulations/chat — Chat with the AI

🔔 Notifications & Alerts

Stay informed about regulation changes that affect your business.

Alert Types

• New Regulation — A new regulation has been added that matches your profile.
• Updated Regulation — An existing regulation has been modified.
• Deadline — A compliance deadline is approaching or past due.
• System — Platform updates and important notices.

Push Notifications

Enable browser push notifications to receive instant alerts even when you're not on the platform. You'll be prompted to enable these when you first log in.

Email Alerts

Pro and Enterprise users receive personalized email alerts when regulations in their industry/jurisdiction change.

❓ FAQ & Troubleshooting

Why am I seeing regulations from a different state?

Make sure you've completed the onboarding flow and selected your correct state and city. You can update this in your Profile settings (📋 icon in the sidebar user area).

My free trial ended. What happens?

You'll automatically be moved to the Starter plan with limited features. All your data is preserved — upgrade anytime to resume full access.

Is the AI's advice legally binding?

No. RegSaas provides AI-generated summaries and guidance based on public regulatory data. Always verify critical compliance decisions with a licensed attorney.

How often are regulations updated?

Our automated monitor checks official government sources every 6 hours. When changes are detected, they're summarized by AI and alerts are sent to affected users.

Can I upload any document type?

Currently supported: PDF files and image files (PNG, JPG, WEBP, TIFF). For best OCR results with images, use high-resolution scans with clear text.

How do I contact support?

Pro and Enterprise users can submit support tickets directly from the dashboard. All users can reach us at support@regsaas.com.