Product

CorpSync — Entity Management, Simplified

Multi-tenant entity management for law firms. Registry, UBO, cap tables, banking signatories, compliance, and org charts in one secure workspace.

The Problem

Managing entities across jurisdictions is fragmented and risky.

Law firms still rely on spreadsheets, scattered documents, and manual compliance tracking. One missed filing deadline or outdated ownership record can trigger regulatory penalties or client liability.

The Solution

One workspace. Every entity. Total control.

CorpSync centralizes every entity's data — documents, ownership structures, banking signatories, and compliance status — into a single, secure workspace built specifically for law firms.

What's Inside

  • Entity Registry with document versioning and expiry alerts
  • Recursive UBO engine with chain visualization
  • Cap Table & Ledger with full audit trails
  • Compliance Dashboard with real-time health indicators
Capabilities

Seven pillars of entity management

Entity Registry
  • Track companies, trusts, and partnerships
  • Structured profiles with document versioning
  • Automated expiry alerts for licenses and filings
Beneficial Ownership Engine
  • Recursively calculate UBO chains against any threshold
  • Full chain visualization and snapshot history
  • Support for 25%, 10%, or custom thresholds
Cap Table & Ledger
  • Direct-edit Setup Mode for initial structuring
  • Immutable Live Mode for movement tracking
  • Every issuance, transfer, and disposal logged
Banking & Signatories
  • Manage bank accounts across all entities
  • Authorized signatory tracking with KYC dates
  • Automated alerts for renewals and expiries
Org Chart Visualization
  • Interactive ownership charts with capital badges
  • Share summaries at every node
  • Circular-ownership detection
Compliance Dashboard
  • Real-time health indicators per entity
  • Status badges: green, amber, red
  • Document, photo, UBO, and movement tracking
Role-Based Access
  • Workspace-level admin and viewer roles
  • Row-Level Security for sensitive client data
  • Compartmentalized access per client matter
Why CorpSync

Built for law firms that scale

Client-Ready Reports

Generate Corporate Profiles, Cap Tables, UBO Declarations, and Bank Signatory Registers in PDF with one click.

Audit-Grade Security

End-to-end document encryption, version history, and granular access controls keep client data protected.

Demo Mode

Let prospective clients explore a live, read-only workspace before committing — no setup required.

No Implementation Headache

Cloud-hosted with no infrastructure to maintain. Start tracking entities in minutes, not months.

Who It's For

Corporate secretaries, compliance officers, and partnership teams.

Built for law firms managing 10 to 10,000+ entities across multiple jurisdictions. CorpSync scales with your practice without scaling your overhead.

Entities Managed

From 10 to 10,000+ across any jurisdiction

Simplify entity management today.

See how CorpSync transforms compliance, ownership tracking, and client reporting for modern law firms.