From proposal to compliance, automated
Corpflow is one platform for the entire client journey — proposals, KYC, formation, ongoing management, and filings, all in one workflow.
Corporate-services teams lose one full day a week to work that shouldn't be manual.
Articles of incorporation, resolutions, share registers — retyped by hand into fields nobody trusts a month later, then reconciled against drives, inboxes, and a constellation of spreadsheets.
The work breaks at every handoff.
Each client journey crosses a dozen tools and inboxes. The cracks are predictable — and so are the consequences.
Fields manually copied between proposal, KYC, and formation. Errors compound silently.
No canonical record. Audits become archaeology across drives, inboxes, and ERPs.
Compliance calendars sit in someone's head. The cost of missing one is rarely the savings on software.
Five stages, one platform.
Every client journey runs through the same five stages. Corpflow automates every one of them.
Priced proposals in seconds, not days.
Pick the entities and jurisdictions a prospect needs. Corpflow drafts a fully scoped, multi-jurisdiction fee proposal and ships it for e-signature — ready to sign.
Corpflow vs. the old way of running a corporate-services team.
Spreadsheets & shared drives
- No system of record
- Records duplicated across folders, sheets, drives
- Manual document indexing
- Compliance calendar lives in someone's head
- Audit prep takes weeks
- Filings tracked over email
Legacy entity-management software
- Partial system of record — limited visibility
- Document upload, but data still typed by hand
- Static org charts, manually maintained
- Heavy implementation, custom integrations
- Reports require IT or vendor services
- No AI extraction
Entity-portfolio management, automated
- Single source of truth — entities, parties, documents, filings
- AI extraction populates Smart Fields automatically
- Live multi-entity structures with ownership maps
- Onboarding in 30 days, no implementation team required
- Reports, registers, and filing packs generated on demand
- Audit-ready by default — every field linked to source
See what manual recordkeeping is costing you.
- Quantify hours lost to manual data entry
- Benchmark filings, audits, and report-generation time
- Build a business case in under a minute
Run every stage from one platform.
Engage, onboard, form, manage, and file — without spreadsheets in the middle. Scale your CSP practice across jurisdictions without scaling headcount.