Portfolio Licensing is Octelligence for firms that run corporate records on behalf of others — corporate lawyers, accounting firms, and fund administrators with dozens or hundreds of client corporations under their care. It bundles every paid Octelligence feature into one firm-billed plan, layers in cross-entity dashboards and bulk operations, and supports firm-branded outputs.
Three tiers
Portfolio Licensing is priced by client capacity. Pick the tier that fits your current portfolio with headroom for the next year.
- Foundation — up to 50 client corporations, 10 firm team members. Includes every paid product feature and the cross-entity dashboard. Suits boutique firms and emerging practices.
- Professional — up to 200 client corporations, 30 firm team members. Adds priority support and priority onboarding. Suits mid-sized firms with active books of business.
- Institution — up to 500 client corporations, 75 firm team members. Adds custom domain (verification on
verify.yourfirm.com) and full white-label branding. Suits large practices and institutional fund administrators.
For pricing details and the full feature breakdown, see Portfolio Licensing pricing.
How firm management works
A portfolio tenant is the firm-level account. Inside the portfolio, every client corporation has its own workspace, its own Owner, its own team members, and its own records. The portfolio gives the firm:
- A unified dashboard across every client corporation
- Centralized firm billing (your firm pays once, not per client)
- Firm team members who can be added to client corporations as Editor or Viewer through the standard sharing flow
- A roll-up filings calendar that surfaces every client deadline in one place
- Firm-branded certificate headers, dossier headers, and scenario PDFs
- Portfolio-level 2FA enforcement applicable across firm team members
Step-by-step: set up Portfolio Licensing
Submit a portfolio application
From the public site, open Portfolio Licensing pricing and request an evaluation. The application asks for your firm name, approximate client count, jurisdictions you serve, and a primary contact. The Octelligence team reviews and provisions the portfolio tenant — typically within one business day.
Activate billing
Once the portfolio is provisioned, you'll receive a checkout link for your selected tier. Complete payment to activate the portfolio. Billing is monthly or annual; annual saves the equivalent of two months.
Add firm team members
From the portfolio dashboard, invite your firm's lawyers, paralegals, accountants, or analysts. Firm team members can be added to any client corporation in the portfolio through the standard shared-user flow (see Invite team members). The portfolio enforces the team-size limit set by your tier.
Add client corporations
Each client corporation is added the way any corporation is added in Octelligence — incorporate, populate registers, set up share classes, issue certificates. Two patterns work:
- Firm-led setup. A firm partner creates the corporation in the portfolio, configures everything, and invites the client founder as Owner. The firm partner stays on as Editor.
- Client-led setup. The founder creates the corporation directly, then adds the firm partner. The firm partner needs the corporation moved into the portfolio — contact support for the migration.
For bulk migrations from another platform or a paper minute book, concierge migration is included on Portfolio Licensing. See Migrate from another tool.
Standardize folder structure (optional)
Firms typically want a consistent minute-book structure across all client corporations. Define your firm's standard structure once in the portfolio settings and apply it to every new client corporation automatically. Existing clients can be migrated to the standard structure with one click. See Minute book & resolutions.
Configure firm branding
Upload your firm logo and colors. The branding shows on certificate headers (on the actual share certificates issued by client corporations under your management), on diligence dossier covers, and on scenario PDFs. On Institution tier, the custom verification domain replaces octelligence.com/verify with verify.yourfirm.com so external parties scanning a certificate QR see your firm's brand.
Cross-entity dashboard
The dashboard at the portfolio level aggregates every client corporation:
- Filings calendar roll-up — every annual return, compliance task, and renewal across all clients in one chronological list. See Filings calendar.
- Activity feed — recent meaningful actions across the portfolio so partners can see what their team has been doing.
- Client health summary — corporations with stale records, missing authorizing documents, or overdue tasks flagged so partners can intervene.
- Cross-entity analytics — counts of certificates issued, options granted, financings closed across the portfolio (Professional and Institution tiers).
- Portfolio reporting exports — CSV / PDF roll-ups for firm management reporting (Professional and Institution tiers).
Common patterns
What firms typically do in their first 30 days on Portfolio Licensing:
- Set up portfolio-wide minute book structure and branding
- Migrate the first batch of clients (5 to 15) and validate the workflow
- Enable portfolio-level 2FA enforcement for firm team members
- Define which firm partners are Owners on which client corporations
- Train paralegals on the dossier and snapshot workflows so they can prepare diligence packages independently
- Schedule a monthly portfolio review — partner walks the dashboard, addresses flagged corporations
Each client corporation still has its own Owner. Portfolio Licensing doesn't change the corporation's ownership structure. The founder remains the Owner; firm team members are invited as Editor or Viewer. The firm operates inside the corporation's permission model, not above it.
Common gotchas
Treating client corporations as the firm's data. The data inside each corporation belongs to that corporation, not the firm. If the firm-client relationship ends, the founder retains the corporation and its records; the firm partners are revoked. Make sure your engagement letter is clear about this.
Out-growing your tier without noticing. Portfolios block new corporation creation when the tier's limit is reached. Watch the dashboard's portfolio usage indicator — upgrade a tier before you hit the limit rather than during a client onboarding crunch.
Mixing personal corporations with client corporations. Keep firm partners' personal corporations on a separate Scale account. Putting them in the portfolio mixes firm billing with personal ownership and complicates the audit trail.
Not enabling portfolio-level 2FA early. Once you have a dozen firm team members and a hundred client corporations, turning on 2FA enforcement involves coordinating with everyone. Enable it during initial setup before the team grows.