Every client file, in order.
Keep each client corporation's minute book, registers, resolutions and ownership current and traceable, from routine updates to financings and due diligence.
- Client minute books
- Resolutions and signatures
- Verifiable certificates
- Clean client handoffs
Corporate records that stay organized as your practice grows.
Client files drift when everyone keeps them differently. One structure for every client corporation keeps the work consistent, for the people who maintain the records and the partners responsible for them.
One standard across the practice
Every client corporation has the same folders, registers and templates, whoever opened the file. When someone leaves, the next person picks up where they stopped.
Requests answered from the record
When a client, bank or auditor asks for the register of shareholders, anyone on the team can find it and export it, without searching email.
Accountability you can see
The activity log shows who changed what on each client entity. From Advanced, roles set who can view or edit each client's records.
Resolutions out. Signatures back.
Generate resolutions and consents from templates in US or Canadian wording, send them for signature and file the signed copy back to the record, linked to the transaction it approves.
- Signers sign by secure link, without an Octelligence account
- Signature and approval status for every transaction in one list
- Transactions without an approval are flagged
- Compliance reminders and tasks you set for each client
Corporate records you can defend.
When a transaction is questioned in diligence, an audit or a dispute, the answer is in the record: who approved it, when, and what supports it.
Traced to its approval
Follow a share issuance or transfer to its resolution, the signed copy and its documents in Record Graph, and see which supporting records are missing.
Advanced and above
The record on any past date
Reconstruct recorded ownership and governance at a past date, compare two dates and export the result for a closing book or diligence response.
Advanced and above
Execution evidence kept
Every electronically executed document generates a tamper-evident execution certificate with its evidence trail, so a signature can be shown, not just asserted.
Every plan
Certificates a bank can check
A QR code and public link confirm one certificate's recorded status, while the client's register, cap table and minute book stay private.
Every plan
Capabilities that grow with your practice.
Every plan covers the client files, signatures and certificates above. Higher plans add transaction evidence, access control and oversight across clients.
Core
Every client file, template, resolution, signature and certificate, with compliance reminders and tasks.
Advanced
Adds Record Graph, the record at a past date, the Compliance Dossier, your own templates and role-based access.
Business
Adds Corporate Oversight, Entity Relationships, Structure Scenarios and branded certificate verification.
Entity allowances, users and prices are on the pricing page, and Enterprise covers larger portfolios. See plans and pricing
Resources for corporate practices.
Playbooks, guides and comparisons from the Octelligence library.
Keep every client file in order.
Bring your client corporations into a consistent structure, and give clients a record their bank, auditor and investors can rely on.