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Legal Entities Track registrations and compliance across jurisdictions Board Governance Manage board meetings, resolutions, and committees Trust Governance Oversee trustees, beneficiaries, and trust amendments Authority Document signatories, POAs, delegations, and regulatory agents Ownership Record equity stakes and ownership history Taxes Monitor tax filings and compliance obligations Treasury Organize bank accounts, debt, and financial instruments Insurance Maintain policies, renewals, and coverage certificates Grants Handle grant compliance for grantees and grantors Contracts Centralize agreements, renewals, and amendments Vendors Verify vendor qualifications and due diligence Real Estate Coordinate leases, properties, and permit renewals Employment Meet employment filing and reporting deadlines Intellectual Property Protect patents, trademarks, and IP portfolios Licenses & Permits Renew licenses and government authorizations on time Certifications Confirm accreditations and third-party attestations Assets Catalog titled assets, liens, and title history

Platform View platform features →

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

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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, match it to your … 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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Family Offices Government Healthcare Providers Higher Education Law Firms Long-Term Care Private Equity Real Estate Investors Technology Companies

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Accountants CFOs & Finance Leaders Compliance Officers & Managers Corporate Counsel Corporate Secretaries Fractional CFOs Paralegals

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Modules View all →

Legal Entities Board Governance Trust Governance Authority Ownership Taxes Treasury Insurance Grants Contracts Vendors Real Estate Employment Intellectual Property Licenses & Permits Certifications Assets

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Workflow Events Timeline Attachments Customization

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

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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

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