EXHIBIT A — CLIENT TESTIMONY
"
Before Counsel, our compliance team spent 40 hours a month chasing training completions across six states. Now I pull one report, hand it to outside counsel, and we're done. The first time we went into an EEOC investigation with a Counsel export, opposing counsel asked for a recess.
RH

Rebecca Hartmann

General Counsel · Meridian Financial Group · 2,100 employees

99.7%

Up from 61% in first 90 days post-deployment

LIVE DASHBOARD
6

States covered

0

Audit gaps

Trusted by legal & HR teams at

MFG
H&C
VHS
CWM
PRT

The old way vs. Counsel

Five dimensions where manual compliance processes create legal exposure — and how Counsel eliminates each one.

DIMENSION
BEFORE / STATUS QUO
WITH COUNSEL
EX-01

Audit Readiness

Manual assembly

Spreadsheet exports, email threads, scanned PDFs compiled night before audit

HIGH RISK
One-click export< 4 min

Timestamped completion records, e-signatures, and policy versions in a single PDF package

EX-02

Completion Visibility

No real-time view

HR emails managers weekly for status updates; gaps discovered at deadline

BLIND SPOT
Live dashboard99.7% avg

Per-employee, per-module completion rates with automated escalation to managers at 72h overdue

EX-03

Multi-State Compliance

One-size-fits-all

Single training deck deployed across all states regardless of local mandates (CA SB 1343, NY HALT, IL PSEBA)

EXPOSURE
State-aware routing47 states

Employees automatically assigned jurisdiction-specific modules based on work location at time of hire

EX-04

Policy Acknowledgment

Email reply or paper

"Replied to all" acknowledgments and physical sign-offs filed in desk drawers or lost in inboxes

UNENFORCEABLE
Cryptographic signature100% traceable

Timestamped e-signature with IP address, device fingerprint, and policy version hash stored immutably

EX-05

Onboarding Compliance

Day 30+ completion

New hire training assigned manually, often after probationary period; federal I-9 and harassment training delayed

DAY-1 GAP
Pre-boarding assignmentDay 0 complete

Training sequence triggered at offer acceptance; Day 1 employees arrive already compliant on federal mandates

Data sourced from Counsel platform analytics across 340+ enterprise deployments, Jan 2024 – Jan 2026

The cost of inaction, quantified

From easier workflows to litigation protection to cultural transformation — the arc of what Counsel delivers.

EX-01

Litigation Exposure

Harassment claim defensibility

THIS PROTECTS YOU

Before

No documented proof of training completion at time of incident

With Counsel

Timestamped completion + e-signed acknowledgment produced in 4 minutes

Across 28 EEOC proceedings where Counsel records were submitted, 73% resolved pre-hearing

−73%

reduction in undefended claims

EX-02

Onboarding Velocity

Time-to-compliance for new hires

THIS IS EASIER

Before

Average 34 days from start date to full compliance on federal mandates

With Counsel

Pre-boarding sequences complete before Day 1; federal compliance achieved at offer stage

34 days → 3 days median across 2,400 new hire cohorts in 2025

−91%

reduction in days-to-compliance

EX-03

HR Administrative Load

Compliance management hours per month

THIS IS EASIER

Before

38 hrs/month per HR FTE on tracking, chasing, and reporting across departments

With Counsel

Automated escalation, live dashboards, and one-click reports eliminate manual follow-up

From 38 hrs to 6.8 hrs/month median; recaptures ~$4,200/month per HR FTE at $65/hr

−82%

reduction in admin hours

EX-04

Employee Culture Score

Perceived fairness & policy clarity

THIS TRANSFORMS YOUR CULTURE

Before

Employees unsure of current policy versions; 41% reported "I don't know if my training is current"

With Counsel

Employees see their own compliance record; policy updates auto-acknowledged with plain-language summaries

Measured via Glint/Lattice integration across 12 enterprise accounts, 6-month post-deployment

+34pts

increase in culture survey fairness score

EX-05

Regulatory Penalty Risk

State mandate compliance gaps

THIS PROTECTS YOU

Before

Average 2.3 missed state-specific requirements per 100 employees per year

With Counsel

Jurisdiction-aware routing assigns correct modules; zero missed mandates in 2025 cohort

Zero penalty notices issued to Counsel customers for missed state training mandates in calendar year 2025

−100%

mandate gap rate in 2025 deployments

All outcome data drawn from Counsel customer analytics, third-party HR benchmarks (SHRM 2025), and post-deployment surveys. Individual results vary by organization size, industry, and baseline compliance maturity.

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Download the Audit-Readiness Checklist

The 47-point checklist used by general counsels to assess compliance gaps before an EEOC investigation or DOL audit.

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Checklist includes

Federal harassment training requirements by employee count
State mandate matrix (CA, NY, IL, TX, WA + 42 others)
Policy acknowledgment defensibility standards
Record retention requirements by jurisdiction
Audit response timeline and document checklist

Compliance credentials

SOC 2

Type II

HIPAA

Ready

CCPA

Compliant