Switching your firm from Athennian

Athennian works for the Am Law 200. Your firm is somewhere else.

Athennian's enterprise pricing makes sense above 1,000 entities and below it, the per-entity cost gets punishing. If you're a mid-sized firm or accounting practice managing 25 to 500 client corporations, Octelligence Portfolio Licensing is built for you, with published pricing, faster onboarding, and cap table included. We'll move your client portfolio across for free, plus 50% off your first 3 months on monthly billing. Use code ATHEN2OCT. Move to an annual firm contract any time after the parallel-run period.

Book a migration call See how migration works
Firm switches start with a 30-minute scoping call. Migration assistance is included, regardless of which Portfolio Licensing tier you land on.
What firms get
Free portfolio migration

We move your entity records, registers, resolutions, and certificates across, batched by client corporation. No firm-time burned on copy-paste.

50% off for 3 months

Foundation (50 entities), Professional (200), or Institution (500+) on monthly billing. Code ATHEN2OCT applies 50% off your first 3 months. Move to an annual contract any time.

Parallel run, not forced cutover

Keep Athennian active during validation. Plan a 60 to 90 day overlap before sunsetting the contract.

Why mid-sized firms switch

The economics flip below 500 entities.

Athennian is a credible enterprise platform. It's also priced for it: typical annual contracts run $50K to $200K+, with implementation projects spanning 3 to 6 months and dedicated consultants. For Am Law firms, Big Four practices, and large corporate departments managing 1,000+ entities with deep PMS integrations, that math works.

For everyone else, the per-entity cost is the problem. A regional firm managing 150 client corporations, an accounting practice with 80, a corporate-services boutique with 300, the all-in spend per entity makes structured records hard to justify against shared drives.

Octelligence Portfolio Licensing is priced for that band. Published tiers, self-serve onboarding for Foundation and Professional, and cap table management included rather than priced as a separate module.

What we hear from switching firms
  • "Our renewal came in higher than our actual usage justifies."

    Athennian's enterprise contract structure isn't built to flex down. If your entity count has shrunk or stabilized, you're often paying for headroom.

  • "Implementation took two quarters and we're still not fully live."

    Enterprise rollouts are thorough but slow. Octelligence Portfolio Licensing typically completes in 30 to 60 days.

  • "We pay separately for Carta on top, for the cap-table piece."

    Athennian's cap-table module is a separate add-on. Octelligence includes cap table in the base product.

  • "Our clients are private companies, not multinationals."

    Octelligence has deep statutory automation in 41 jurisdictions covering most North American and UK private-company work, which is what most mid-market firms actually need.

The portfolio migration

Four phases. 30 to 90 days for a typical firm.

Firm migrations are larger than single-corporation moves, but the steps are the same; we just batch.

1. Scoping call & pilot

30-minute call to map your entity count, complexity, and timing. Optional 30-day pilot on 5 representative client corporations before full migration.

2. Bulk export from Athennian

Use Athennian's entity-export capability. We process exports in batches by client. Encrypted in transit and at rest; processed by named humans only.

3. We rebuild per client

Each client corporation becomes a structured record in your firm workspace: minute book, share register, certificates, resolutions, plus cap table where applicable.

4. Team onboarding & cutover

We train your team on the firm workspace, branded client verification pages, and portfolio reporting. Cutover after validation. Athennian stays active during parallel run.

Portfolio Licensing for firms

Published tiers, sized for your portfolio.

Most firms switching from Athennian land on Professional (200 entities). Smaller practices fit Foundation; firms above 500 talk to us about Institution. Code ATHEN2OCT applies 50% off your first 3 months on monthly billing of any tier. After month 3, you can roll into an annual firm contract at standard pricing.

The published per-entity cost typically lands at a fraction of Athennian's enterprise rate. The math is in the Portfolio Licensing page.

Portfolio Licensing details
Tiers at a glance
  • Foundation

    Up to 50 client corporations. Self-serve setup. Published pricing. Right for emerging or boutique firms.

  • Professional

    Up to 200 client corporations. Self-serve. Most common Athennian-switch tier.

  • Institution

    500+ client corporations. Sized with the Octelligence team. Reference-priced; negotiated for fit.

Day one in Octelligence

What the firm gets, in plain terms

Firm workspace

One pane of glass across all client corporations, with role-based access for partners, paralegals, and articling students.

Branded client verification

Client share certificate QR pages can be branded to your firm. Counterparties and banks see your firm as the issuer of record.

Cap table included

No separate add-on. SAFEs, options, warrants, scenarios for each client corporation that needs them.

Portfolio compliance view

Annual return due dates, beneficial-ownership register status, and resolution gaps across the whole portfolio in one report.

Diligence-ready exports

Per-client structured export for M&A, financings, or audit. Same artifact your counterparty's diligence team is looking for.

Onboarding included

Team training session, written playbook for your paralegals, and a named contact for the first 90 days post-cutover.

FAQ

Switching from Athennian, common questions

Yes. Most switching firms keep Athennian active through the natural end of their current contract while running Octelligence in parallel. The 3-month 50%-off discount on Octelligence is meant to soften the cost of running both during that parallel-run period. After your Athennian renewal date, you decide whether to renew, downsize, or sunset.

Athennian has more mature direct integrations with enterprise DMS platforms. Octelligence currently supports document storage natively and offers webhook + API-based integration patterns rather than deep native integrations. If NetDocuments or iManage integration is a deal-breaker, that's worth raising on the scoping call before committing.

Octelligence has deep statutory automation in 41 jurisdictions (CBCA, 10 Canadian provinces, 29 US states, UK). Outside those, we support universal mechanics (share register, certificates, cap table, resolutions, document storage) that work for any jurisdiction, plus EU data residency and GDPR Article 28 posture. If your firm manages, say, GmbHs, BVs, SAS, or AGs as a significant share of the portfolio, talk to us about scope match before switching.

Yes. We typically run a 30-day pilot on 5 representative client corporations before a full firm migration. The pilot uses the same migration process as the full move and lets you and your team validate the platform on real data before scaling.

It applies 50% off your first 3 months on monthly billing of any Portfolio Licensing tier (Foundation, Professional, or Institution). Code is applied at checkout. After month 3, monthly billing returns to standard rates and you can move to an annual firm contract any time. One use per firm.

Free for portfolios up to ~200 entities with standard structure (Foundation and Professional). For Institution tier (500+ entities) and unusually complex hierarchies, we'll quote any scoped-services work on the call before starting. There will be no surprise invoices.
Ready to scope a switch?

30-minute call to map your portfolio, complexity, and Athennian contract timing. We'll quote the migration and apply code ATHEN2OCT for 50% off your first 3 months on monthly billing.

Book a migration call See Portfolio Licensing