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Modules
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Legal Entities
Track registrations, documents, and owner actions
Governance
Manage boards, committees, officers, and resolutions
Trusts
Oversee trustees, protectors, beneficiaries, and amendments
Authority
Document signatories, POAs, delegations, and regulatory agents
Entity Ownership
Record equity stakes, transactions, and convertible instruments
Taxes
Track filings, audits, and exemption certificates
Treasury
Organize accounts, debt, and financial instruments
Financial Statements
Register prepared financial statements by period
Insurance
Track policies, renewals, and coverage certificates
Grants
Handle grant compliance for grantees and grantors
Contracts
Centralize agreements, renewals, and obligations
Counterparties
Verify counterparty coverage and due diligence
Matters
Track litigation, holds, and exposure
Policies
Track policy versions, adoption, and review cycles
Real Estate
Coordinate leases, financings, and permit renewals
Employment
Meet filing, benefit, and agreement deadlines
Environment, Health & Safety
Track site EHS obligations and incidents
Intellectual Property
Protect patents, trademarks, and IP portfolios
Licenses & Permits
Track licenses, permits, and credentials
Certifications
Track certifications, accreditations, and audits
Assets
Track titled assets, titles, liens, and inspections
Platform
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Workflow
Route multi-step approvals with a full audit trail
Events
Schedule deadlines with advance reminders
Timeline
See dated state history and current status on every record
Attachments
Store documents and certificates on any record
Customization
Extend records with your own fields and labels
Features
Ownership Charts
Charts drawn from your ownership records
AI Assistant
Ask your assistant about your entities and records
Solutions
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Annual Compliance & Renewal Management
Never miss a filing deadline across entities, …
Asset Management
Track every asset from acquisition to disposition — …
Audit Readiness & Due Diligence
Prove compliance on any date — across entities, …
Board Governance Record Keeping Software
The governance system of record your board portal …
Certificate of Insurance Tracking Software
Collect every vendor certificate, file it against …
Certification & Credential Expiration Tracking
Every credential that expires, its renewal date, and …
Client Entity & Records Management for Law Firms
Every client entity, minute book, and filing …
Compliance Calendar
One forward-looking calendar for every dated …
Contract Management
Track every contract from execution through renewal …
Corporate Records Management
Every formation document, annual report, and …
Entity Management
Track every entity's lifecycle from formation to …
GRC for Small Business
Enterprise-grade compliance infrastructure sized for …
Healthcare Compliance Tracking
One system to track every dated obligation each …
Nonprofit Compliance
Board governance, grants, and regulatory filings — …
Portfolio Company Entity Management Software
Keep an entire fund's portfolio of entities …
Real Estate Compliance Tracking
One system to track every dated obligation each …
Regulatory Filing Management
Track every filing obligation from deadline to …
Risk & Compliance Management
Insurance, licenses, certifications — track every …
Subsidiary Management
Track registrations, taxes, insurance, and …
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Accountants
CFOs & Finance Leaders
Compliance Officers & Managers
Corporate Counsel
Corporate Secretaries
Fractional CFOs
Paralegals
Tax Managers
Home
Product
Modules
View all →
Legal Entities
Governance
Trusts
Authority
Entity Ownership
Taxes
Treasury
Financial Statements
Insurance
Grants
Contracts
Counterparties
Matters
Policies
Real Estate
Employment
Environment, Health & Safety
Intellectual Property
Licenses & Permits
Certifications
Assets
Platform
View all →
Workflow
Events
Timeline
Attachments
Customization
Features
Ownership Charts
AI Assistant
Solutions
Solutions
View all →
Annual Compliance & Renewal Management
Asset Management
Audit Readiness & Due Diligence
Board Governance Record Keeping Software
Certificate of Insurance Tracking Software
Certification & Credential Expiration Tracking
Client Entity & Records Management for Law Firms
Compliance Calendar
Contract Management
Corporate Records Management
Entity Management
GRC for Small Business
Healthcare Compliance Tracking
Nonprofit Compliance
Portfolio Company Entity Management Software
Real Estate Compliance Tracking
Regulatory Filing Management
Risk & Compliance Management
Subsidiary Management
Customers
By Industry
View all →
Family Offices
Government
Healthcare Providers
Higher Education
Law Firms
Long-Term Care
Private Equity
Real Estate Investors
Technology Companies
By Role
Accountants
CFOs & Finance Leaders
Compliance Officers & Managers
Corporate Counsel
Corporate Secretaries
Fractional CFOs
Paralegals
Tax Managers
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Industries
The resource library organized by industry, where an industry has a resource written for it.
Higher Education
1 resource
Long Term Care
1 resource
Private Equity
1 resource
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