For paralegals: 25 to 500 client corporations, one workspace.

Curated playbooks, jurisdiction guides, and tools for corporate paralegals. Deeper US state coverage and published pricing — without the enterprise vendor markup.

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At a glance
  • Paralegals close files. Octelligence is built around that, not around enterprise feature checklists.
  • Every client corporation in a consistent structure. Same templates, same registers, same audit trail.
  • Self-service plans are published. Choose the capabilities you need and add entities as client files grow.

What a working corporate paralegal actually needs

The job is not glamorous and the tools mostly know it. You're keeping minute books current across a portfolio that grew faster than the filing system did. You're drafting resolutions, running annual returns, issuing and cancelling certificates, and answering 'can you send us the register of shareholders?' on a Friday at 4:45.

Athennian is built for the corporate-secretary departments at large firms. It's powerful and expensive. Most paralegals at mid-sized firms don't need every feature, they need the work to close cleanly. That's the gap Octelligence fills, with published plans and entity add-ons as the client list grows.

This hub is the working paralegal's path: the jurisdiction guides, the topic playbooks, the annual filing lookup, and the page for law firms and accountants.

Paralegal Portfolio Playbook

A working paralegal's playbook for keeping 50+ client corporations current: weekly cadence, monthly cadence, annual cadence, and the four files that always drift.

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Topic playbooks

Hub
Corporate minute book guide

What goes in a corporate records book (minute book), jurisdiction by jurisdiction. Delaware DGCL and 28 other US states, federal CBCA, every Canadian province, and the UK.

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Hub
Share certificate guide

Issuing, cancelling, replacing. With jurisdiction-specific legend and signing requirements.

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Hub
Share register guide

Register of shareholders structure, transfer logging, and how the register stays in sync with the cap table.

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Hub
Annual return guide

Filing deadlines, fees, and statutes for every jurisdiction Octelligence supports.

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Jurisdiction guides

Hub
All jurisdictions

Quick-reference for 41 jurisdictions — Delaware DGCL, 28 other US states, federal CBCA, all 10 Canadian provinces, and UK Companies House.

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Tool
Annual Filing Lookup

Deadline, fee, statute, and filing portal for any of the 14 supported jurisdictions. Free.

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Closing files cleanly

Read
5 Common Errors in Corporate Records (and How to Fix Them)

The errors that show up over and over in handoff files. With the fix for each.

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Read
What auditors actually look for in corporate records

Cuts the gap between what your file looks like and what the auditor's checklist asks for.

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Read
Issuing share certificates properly

Structure, evidence, and control. The three things that separate a real certificate from a printed image.

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How share transfers quietly corrupt ownership records

Why a transfer 'just got done' often leaves the register out of sync, and the workflow that prevents it.

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Octelligence for firms

Product
For Law Firms & Accountants

Consistent client records and templates. Transaction evidence, historical reconstruction and role-based access on Scale and above.

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Pricing
Plans & Pricing

Plans from Starter to Intelligence, with entity add-ons on every plan.

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Octelligence vs. Athennian

Honest comparison. Where Athennian still wins and where Octelligence is a better fit.

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Frequently asked

For most firms managing 25 to 500 client corporations, yes. Athennian is the right call once you're managing 1,000+ entities with deep PMS integrations. Below that, Octelligence covers the same core work at a published, much lower price. The vs. Athennian comparison page goes through the trade-offs in detail.

Yes. CSV import covers corporations, people and share classes, plus option grants, warrants, restricted stock and SAFEs from Growth, with a preview of the rows before each import. Reconcile the imported records against the source, and plan a 60-90 day overlap if you're coming off another system.

They don't have to. Invite collaborators to the records they need. Scale and above add role-based access controls, so partners, paralegals and clients can each be given the access their work requires. The activity log shows who did what.

Quebec and New Brunswick (officially bilingual) corporations operating in French are fully supported, with French templates for resolutions, registers, and certificates. The platform UI is available in English and Canadian French — useful for firms with cross-border US/Canadian portfolios.

On Intelligence, Corporate Oversight shows outstanding approvals and signatures, supporting records not yet recorded, and upcoming and overdue tasks across the client entities you can access. You can filter outstanding work by assigned team member. It reflects what has been recorded in Octelligence.
Keep client records consistent, from routine updates to diligence.

Choose Scale when your work needs transaction evidence and historical reconstruction. Add entities as client files grow; use Intelligence for relationships and structure exploration.

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or start your 14-day Starter trial

Starter trial: card required, billed automatically after 14 days unless you cancel.