Best Entity Management Software

Create new formations in all 50 states, and Filejet will submit the required documents and fees on your behalf. Add existing entities you manage onto the Filejet platform individually or in bulk. We’ll notify you of upcoming due dates, and give you the ability to pay fees to states from within the platform. Managing compliance across multiple jurisdictions, submit documents and pay fees to each state from within Filejet. In addition to sending you reminders around key due dates, complete compliance tasks directly on Filejet. Add collaborators to each entity you manage, share and send key information. Simplify your workflow, file, and manage or automate all of your business entities and clients in a single platform. Never miss another deadline for filing or paying a fee in any state with our automated reminders.

Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions.

Secure governance software with advanced contract management, board meeting management, entity management, e-signature, and virtual data rooms (VDR). Loved by hundreds of customers in over 30 countries, ContractZen is your number one solution for effective corporate governance, due diligence readiness, and peace of mind. • Contract Management: Easy-to-use contract repository with AI-powered search capabilities, and automatic and recurring email reminders. • Board Portal: 100% paperless and securely managed meeting process from assembling the meeting to creating, approving, and e-signing the minutes. • Entity Management: Effortlessly managed corporate records with a clearly visualized organizational structure and extensive search capabilities. • Virtual Data Room: Immediate readiness for due diligence during e.g., M&A and audits with secure file sharing, robust access rights management, and dynamic indexing.

Whether you are managing multiple entities as a legal department or in another role, Fides is here to make your life easier by enabling a seamless and digital execution of all your legal duties, while also creating a secure audit trail. Fides is your single source of truth, storing and visualizing all relevant corporate documents. We store data like your bylaws, shareholder KYC info, register excerpts, and committees and make that data actionable via features like an interactive org chart, searchable entities list, cap table, and a timeline of relevant activities across entities. Fides knows everything about the entities’ committees, their members, and their procedural requirements. The software provides a compliant framework for executing and documenting governance-relevant decisions, including legal guidance through templates, next steps, and a catalog outlining decision requirements.

Lextree from Berkman Solutions is a contract management and entity management solution designed for lawyers, contract managers and procurement leaders. The platform allows users to manage legal data, documents, and deadlines better, helping to eliminate the burden of spreadsheets and file folders. Easy to use and $99 web based, Lextree offers secure access, superior service, and an array of advanced functionalities.

Legal Suite offers solutions for Corporate Legal Departments and for Law Firms. Legal Suite is a member of the Septeo Group, a major technology player serving legal professionals, real estate managers, and IT departments; Septeo deploys its expertise around the world to 120,000 users. Generate contracts rapidly. No more playing hide-and-seek with your documents and emails. Automate document naming for consistency. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Save time when entering data. Generate reports on activities and projects within teams.

Managing legal entities in old software and spreadsheets is hard. Learn why Fortune 1000 and AMLaw 100 law firms trust Athennian to power global entity governance and automate compliance. Athennian + iManage Cloud makes maintaining documents and managing entities even easier by enabling the products within your daily workflows to communicate with one another. Streamline day-to-day processes with our cloud-based workspace, and keep transactions organized so you can focus on growing your revenue. Improve accuracy and manage more entities in less time with access to the same entity information, templates, minute books, and other resources in real-time. Cloud platforms offer the most rigorous security protocols with servers and fail-safes certified to the highest standards. Athennian is SOC 2 Type II certified, providing reliability and peace of mind to organizations across North America.

Named the Best Entity Management System by readers of the New York Journal, CSC Entity Management is the industry’s most reliable entity management software for corporate legal departments, compliance professionals, and business owners. You’ll get a clear view of your company-wide governance and compliance activities, as well as valuable insight into the health and status of all your entities. Every time you conduct a corporate transaction with CSC’s help—from annual report filings and formations to dissolutions—your entity data and filing documents are automatically added to your online portfolio in CSC Entity Management.

Entity Manager links to the secretary of state databases, allowing you to monitor where your entities are registered and protect your good standing. Visualize your registrations for each entity on an interactive map. License Manager enables you to easily maintain your licenses and efficiently obtain new licenses. The foundation of License Manager is a nationwide database of requirements that helps keep your licenses up-to-date. Tax Manager streamlines maintaining registrations with federal, state, and local revenue departments. Tax Manager enables you to view where your organization is registered, access key data, store certificates, and track events. Records Manager provides a simple and efficient way to store your corporate records, track ownership and leadership, maintain board meetings, and more.

Diligent Entities enables organizations to centralize and manage their corporate subsidiary data management to simplify entity governance throughout the entire organization improving compliance and mitigating risk. Diligent Entities helps organizations to centralize, manage and effectively structure their corporate record to improve entity governance to better ensure compliance, mitigate risk and improve decision making through an integrated governance solution. Store entity information, documents and organizational charts in a highly secure format to create a single source of truth. Manage the ongoing accuracy of the corporate record using compliance calendars, reminders and workflows for better data. Surface the right information, to the right people at the right time in order to complete routine business processes. Report on governance and compliance requirements and electronically file statutory forms into global regulatory bodies.

DiliTrust is the only AI-native, fully integrated platform built to simplify and connect every dimension of legal work. Designed for in-house legal teams and boards, DiliTrust replaces fragmented point solutions with a single, secure workspace to manage contracts, entities, matters, boards, and committees.  The platform is designed for rapid deployment and immediate value, combining intuitive design with enterprise-grade flexibility across its five core modules. It scales effortlessly from lean legal teams to complex, multi-entity global organizations. Lini, Dilitrust’s AI technology, is embedded natively throughout the platform, helping users automate routine work, respond to natural-language requests, surface insights, and standardize processes. Trusted by more than 250,000 users and 3,000+ clients across 60+ countries, DiliTrust stands out for its customer commitment, offering 24/7 multilingual support and unlimited training to ensure adoption and long-term value. 

Commenda is an AI‑powered global business console that centralizes entity formation, incorporation, tax compliance, and financial reporting across multiple jurisdictions into a single, intuitive platform. It automates the end‑to‑end lifecycle of global expansion, from setting up subsidiaries and drafting transfer pricing agreements to filing VAT, GST, sales tax, and corporate tax returns, while delivering real‑time dashboards for continuous compliance monitoring, automated reminders for upcoming deadlines, and centralized document management. Built‑in workflows enforce governance controls such as segregation of duties and risk assessment, and API integrations with leading ERP and accounting systems ensure seamless data synchronization, audit trails, and budget‑to‑actual variance analysis. Users can generate standardized filings, custom reports, and cross‑border financial statements without manual spreadsheets, tapping a on‑demand network of local experts for guidance.

MinuteBox is a cloud-native legal entity and minute book management platform that helps organizations centralize all corporate records, automate compliance monitoring, and streamline entity administration in one secure system so teams can confidently track filings, manage corporate governance, and stay audit-ready without juggling spreadsheets or disconnected files. It continuously monitors legal entities, calendars, and compliance obligations while offering automated workflows for tasks like company formation, registration renewals, bulk document generation, ownership chart creation, and compliance reminders, and keeps all minute books, ledgers, registers, and cap tables updated and easily accessible from anywhere with enterprise-grade security and granular permissions. MinuteBox’s centralized dashboard, global search, and calendar views give a real-time snapshot of entity status and deadlines, while built-in tools for document assembly, e-signatures, and secure sharing.

Legal entity management encompasses corporate investment administration, investment controlling, and investment management. With more and more companies now interconnected, the commercial and strategic importance of legal entity management is only growing. Specialized software solutions can depict changes in the company’s shareholding portfolio and enable company groups to manage and optimize their investment structures. With different departments, subsidiaries, and the company headquarters working together, efficient legal entity management generates a true competitive advantage. The demanding task of legal entity management extends into different departments, usually involving legal, mergers and acquisitions, taxes, finance and controlling, and on occasion even a dedicated legal entity management department. One department often takes a leadership role in the process of legal entity management. Which department that is depends on the group’s organizational structure.