Summary

A New York-based restructuring advisory firm was managing dozens of active engagements across bankruptcy courts, each with its own fee guidelines, jurisdictional rules, and reporting requirements. Compliance was tracked manually in spreadsheets and email threads, leading to inconsistent documentation, missed deadlines, and elevated audit risk.

Octayne Implementation

• Octayne transformed their approach by embedding jurisdiction-specific compliance logic directly into the platform.
• Fee caps, billing intervals, and court-specific rules were automatically applied to each engagement.
• Consultants received real-time prompts when billing thresholds approached, and finance teams could generate audit-ready reports with a single click.
• The firm centralized all compliance documentation within Octayne, eliminating version control issues and reducing audit prep time by 60%.
• Regulatory reviews became faster and less stressful, and the firm gained confidence in its ability to scale without compromising compliance integrity.