Deliver proper corporate records. Stop delivering document dumps.
Law firms and accountants use Octelligence to run structured corporate records for every client corporation. Standardize the work, prove it was done, and hand clean records to auditors and investors on demand.
Every client corporation sits in a structured workspace you control.
Registers, bylaws, and resolutions applied the same way for every client.
Share certificates verified on pages that carry your firm’s brand.
Partners, paralegals, and clients see only what they should.
The binder-and-shared-drive model is what clients are unhappy with
Clients ask for their minute book and expect something structured. What they get is a folder of PDFs or a physical binder picked up at your front desk. It works, but it doesn’t demonstrate the quality of work you’re billing for.
Firms that switch to a structured digital minute book give clients something their bank, auditor, and future investors can actually use, and they stop spending billable hours hunting for resolutions in email.
Octelligence gives every client corporation a consistent workspace: pre-built folders, jurisdiction-specific templates, QR-verified share certificates, and a complete activity log. Your firm owns the workspace. Your clients see a professional deliverable.
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Inconsistent client files
Every paralegal organizes differently. When someone leaves, the next person starts over.
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Unrecoverable time on routine requests
“Can you send us the Register of Shareholders?” becomes 30 minutes of searching and re-formatting.
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Deliverables that don’t reflect your rate
An unorganized binder is hard to justify when a client compares it to what their bank or auditor actually expects.
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Risk on client transitions
When a client leaves or arrives, handoffs are painful and error-prone. Records drift.
One firm workspace. Every client corporation inside it.
Portfolio Licensing gives your firm a single workspace with every client corporation organized under it. Partners see the whole portfolio. Paralegals see their assigned files. Clients see only their own corporation.
- Every client corporation in a consistent structure
- Role-based access for partners, paralegals, and clients
- Cross-entity activity log and audit trail
- Firm-level 2FA enforcement
Share certificates and verification pages that carry your firm’s brand.
Portfolio Licensing includes branded verification pages. When a client’s bank, auditor, or investor scans a QR code on a share certificate, they land on a page that reflects your firm’s brand and confirms the certificate status in real time.
- Firm-branded public verification pages
- QR code on every share certificate, tied to your live register
- No account required for third-party verification
- Certificate lifecycle: issue, revoke, and reissue with full audit trail
Hand clients a cap table they can actually share with investors.
Every client corporation gets a real cap table built from its own register. Run scenarios for priced rounds, batch-convert SAFEs, manage option grants, and share read-only links with investors, without leaving the firm workspace or sending another XLSX.
- Cap-table scenarios with multi-round chains and A vs B comparison
- SAFE notes, options, warrants, and option pools per client
- Public scenario links with full access audit log
- Branded scenario PDFs and verification pages on Portfolio Licensing
One export for audits, diligence, and client transitions.
When a client is going through diligence, preparing for an audit, or moving between firms, your team generates a single Compliance Dossier: the minute book, registers, certificates, and activity history in one clean package. No scrambling. No gaps.
- Minute book, registers, and certificates bundled into one export
- Full timestamped activity history included
- Regenerate on demand as records change
- Clean handoff for client transitions
Records that survive changes in advisor
Corporate records stay structured and defensible even when the client-firm relationship changes. This protects your clients and protects your firm.
Governance history, audit logs, certificates, and registers stay preserved. No silent data loss. No broken verification links.
If a client moves to another firm, their corporation can be transferred intact, with full document history and audit trail preserved.
If a client chooses to manage records independently, they may subscribe directly and retain access to their structured digital minute book.
Pricing that scales with your client portfolio
Plans sized for emerging, established, and multi-office firms. Annual billing, volume pricing, and priority onboarding.
Sign up to see the product, or talk to us directly about Portfolio Licensing for your firm.