By role › For paralegals

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.

View Portfolio Licensing Talk to us
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.
  • Portfolio Licensing is published and predictable. No 'call us for a quote' for 50-corporation firms.
Why this hub exists

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 Portfolio Licensing for 25 to 500+ client corporations.

This hub is the working paralegal's path: the jurisdiction guides, the topic playbooks, the annual filing lookup, and the firm-managed workspace product page.

Featured
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.

Open the playbook
Topic playbooks

Topic playbooks

Hub
Corporate minute book guide

What goes in a corporate records book (minute book), jurisdiction by jurisdiction. Delaware DGCL and 22 other US states, federal CBCA, every Canadian province, and the UK.

Open
Hub
Share certificate guide

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

Open
Hub
Share register guide

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

Open
Hub
Annual return guide

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

Open
Jurisdiction guides

Jurisdiction guides

Hub
All jurisdictions

Quick-reference for 35 jurisdictions — Delaware DGCL, 22 other US states, federal CBCA, all 10 Canadian provinces, and UK Companies House.

Open
Tool
Annual Filing Lookup

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

Open
Closing files cleanly

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.

Open
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.

Open
Read
Issuing share certificates properly

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

Open
Read
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.

Open
Octelligence for firms

Octelligence for firms

Product
For Law Firms & Accountants

Firm-managed workspaces, consistent templates, role-based access, cross-portfolio people directory.

Open
Pricing
Portfolio Licensing pricing

Portfolio 25, 50, 100+, and Enterprise tiers. Published, predictable, sized for 25 to 500+ client corporations.

Open
Compare
Octelligence vs. Athennian

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

Open
Common questions

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 for corporations, directors, officers, shareholders, and share issuances. Most firms migrate a working portfolio in days, not months. Plan a 60-90 day overlap if you're coming off another system.

No. Role-based access. Partners see the whole firm portfolio. Paralegals see their assigned client corporations. Clients see only their own corporation. Firm-wide audit log shows who did what, across the whole portfolio.

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.

One searchable list of every director, officer, and shareholder across your entire firm portfolio. Run conflict checks, spot interlocking directorships, answer 'which of our clients does this person sit on?' without opening file after file.
For paralegals
See Portfolio Licensing for your firm.

Portfolio 25, 50, 100+, and Enterprise. Published tiers for 25 to 500+ client corporations.

View Portfolio Licensing
or talk to us