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For practices that keep dozens of companies compliant at once.
Company secretaries carry a statutory calendar for every client company, plus the minutes, resolutions and filings behind it. Firmlytics keeps each company’s deadlines, documents and fees on one record.
Problems → solutions
What changes for company secretaries.
Problem 01
A different calendar for every company
Recurring tasks and templates hold each company’s statutory and board deadlines on one shared calendar.
Problem 02
Drafting the same documents again
Document templates fill in company details, and e-signatures close them out.
Problem 03
Retainers that drift from the work
Time against each company shows whether the retainer still covers the work.
Problem 04
Finding last year’s resolution
DocAI answers questions over the company’s documents with citations.
Modules
The modules this practice leans on.
Questions
Common questions.
Can I keep a statutory calendar per client company?
Yes. Recurring tasks and templates create deadlines per company, shown on the shared calendar.
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