Annual filings, registered agents, and good standing across every state
Tracks corporate entity maintenance across jurisdictions — annual reports, franchise taxes, registered agent renewals, and officer changes. Prevents administrative dissolution from missed filings. Essential for lawyers managing dozens or hundreds of entities.
Create a skill called "Entity Manager" for a corporate lawyer. Maintain a database of all entities I manage: entity name, type (LLC, Corp, LP, etc.), state of formation, states of qualification, formation date, EIN, registered agent per state, officers/directors/members/managers, and annual filing requirements. For each entity in each jurisdiction, track: annual report due dates, franchise tax deadlines, registered agent renewal dates, and any other periodic filing requirements. Send graduated reminders (90/60/30 days before deadlines). Periodically check secretary of state websites for status changes (active, delinquent, dissolved). Generate a compliance dashboard showing all entities sorted by next deadline. When an officer or director change occurs, flag all jurisdictions requiring amendment filings and generate the filing documents.
Corporate lawyers manage entity compliance across multiple states. Each
state has different deadlines, forms, fees, and requirements. Missing
one filing can mean administrative dissolution — and personal liability
for the lawyer who forgot.
Renewals, maintenance filings, and watch alerts across every jurisdiction
Manages trademark portfolios with registration tracking, renewal deadlines, maintenance filings (Sections 8, 15, 9), opposition monitoring, and watch service alerts. Prevents loss of trademark rights from missed deadlines.
Issue, track, and enforce litigation holds without dropping the ball
Automates the legal hold lifecycle — issuing hold notices, tracking custodian acknowledgments, sending periodic reminders, and maintaining compliance documentation. Prevents spoliation sanctions from hold failures.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.