Governance Workflows

    Where governance work gets done.

    Create documents, collect approvals and signatures, submit lodgements, manage renewals and update the corporate record—without leaving EntityFlo.

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    The Problem

    Every corporate action becomes a manual project.

    A single officer change means a resolution in Word, a consent chased over email, a form re-keyed into the regulator portal, a PDF filed somewhere and a register updated by hand. Nothing is connected, so nothing can be trusted.

    01

    Work tracked in inboxes

    Governance tasks live in email threads and personal spreadsheets, so nobody can say what is open across the group, who owns it or what happens next.

    02

    Documents rebuilt every time

    Resolutions, minutes, consents and notices get copied from the last deal, re-typed with new names and dates, and reviewed line by line to catch what was missed.

    03

    Lodgements re-keyed by hand

    The same details are entered again in the regulator portal after the paperwork is done, and statutory deadlines are tracked in a diary rather than the workflow itself.

    04

    The record updated last, if at all

    Registers, entity details and the document vault are updated after the fact: so the corporate record quietly drifts away from what actually happened.

    The Solution

    One workflow from task
    to completed record.

    EntityFlo guides every governance action from start to finish. Documents are created, approvals and signatures are collected, lodgements are submitted, and the corporate record is updated automatically.

    See every task and what happens next.

    Manage governance work across the entire group from one shared workspace, with clear owners, due dates, statuses and next actions.

    • Every open task across the group
    • Owners, due dates and next action
    • Kanban or list, filtered by entity
    Explore the work queue

    Work queue

    12 open · 3 due this week

    Task

    Owner

    Due

    Appoint director: consent & ASIC 484

    OpCo Pty Ltd · next: Signing

    PLToday

    Issue 250,000 ordinary shares

    Ventures Ltd · next: Documents

    NC3 days

    Registered office change

    Beach Bum Holdings · next: Lodgement

    IT6 days

    Renew AFS licence

    Coastal JV Pty Ltd · next: Evidence

    PL21 days

    Share buyback: selective

    Project SPV 1 · next: Approvals

    NC28 days

    One shared queue across every entity in the group

    How It Works

    How it actually works.

    1. 01
      The action is started

      Pick the action, pick the entities

      Choose what needs to happen: appoint a director, issue shares, change a registered office, renew a licence: and the entities it applies to. EntityFlo assembles the correct steps, documents and statutory deadlines for that jurisdiction.

      In the product: The same action can run across several entities at once without duplicating the work.

    2. 02
      Information is prefilled

      Entity data flows into the workflow

      Officer details, share classes, addresses, identifiers and signatories are pulled from the corporate record, so the workflow starts with what is already on file rather than a blank form.

      In the product: Anything missing is flagged before documents are generated.

    3. 03
      Documents are generated and signed

      Draft, approve, sign

      Resolutions, consents, minutes and notices are generated from templates with the data already merged, routed for review and approval, then signed digitally with a name, date and time stamp applied inside the document.

      In the product: Signed PDFs are stored against the action and the entity automatically.

    4. 04
      The filing is prepared

      Lodgement without re-entry

      Where the action requires a regulatory filing, the form is prepared from the completed workflow and tracked through to lodgement, with the statutory due date visible from the moment the action starts.

      In the product: Late-fee risk is surfaced early rather than discovered afterwards.

    5. 05
      The record catches up automatically

      Registers, documents and history updated

      On completion, entity details and registers are updated, the final documents are filed, related compliance findings are resolved and a single plain-English audit entry is written to the history.

      In the product: Nothing needs to be re-recorded anywhere else.

    25
    Guided corporate action types
    One place
    Documents, signing and lodgement
    Automatic
    Register and record updates
    Full trail
    Audit history on every action
    FAQ

    Questions, Answered.

    Everything teams ask before they move their corporate record into EntityFlo.

    Talk to us

    Governance Workflows is where the work gets done: corporate actions, documents, signing, lodgements, renewals and record updates. The Boardroom handles meetings and board decision-making: agendas, papers, minutes and voting. Decisions taken in the Boardroom can flow straight into a workflow for execution.

    Twenty-five guided action types across entities, officers and trustees, shareholders, governance and custom work: including registrations, officer appointments and resignations, share issues, transfers and buybacks, address and name changes, restructures, renewals and closures.

    Yes. Documents are generated, routed for review, then signed digitally by internal and external signatories. The signature, signer name and date and time stamp are applied inside the final PDF, which is stored against the action and the entity.

    Forms are prepared from the completed workflow with the information already captured, tracked against the statutory deadline and filed with the receipt stored on the entity: so nothing is re-keyed between the paperwork and the lodgement.

    Yes. Every action, step and document can be assigned to a team member with a due date. The shared work queue shows what is open, who owns it, what is overdue and what happens next across the whole group.

    Entity details and the relevant registers are updated, final documents are filed to the vault, related compliance findings are resolved and one audit entry is created: automatically, as part of finishing the action.

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