EntityFlo gives law firms and legal teams a single platform to manage client entities — compliance, ASIC filings, documents, and governance — across your entire book of work.
The more client entities your firm manages, the more time your team spends on admin instead of advice.
Director changes, share transfers, and name changes each require forms, resolutions, and ASIC lodgements. For firms managing multiple client portfolios, the admin load scales linearly.
Entity registers in one place, documents in another, ASIC keys in email. When a partner needs a current officer list for a client, the answer shouldn't require three phone calls.
Which clients have upcoming annual reviews? Which entities have overdue filings? Without a consolidated view, the compliance picture depends on who remembers to check.
A new client's entities require hours of data entry before they're structured properly. Most firms have a backlog of client entities they haven't caught up with.
EntityFlo centralises your entire client book — compliance, documents, ASIC lodgements, and governance workflows.
Switch between clients in a click. See compliance status, outstanding obligations, and recent activity across your entire book of work. Nothing falls through the cracks.
Form 484s pre-filled from the entity register, lodged via ASIC API. No portal. No re-entry. The time your team was spending on routine filings goes back to client work.
The engine monitors every client entity against jurisdictional obligations. Annual reviews, officer appointments, and address changes — flagged before deadlines are missed.
Generate board resolutions, consent to act forms, and share certificates from templates. Send for digital signature. File in the entity's document vault automatically.
Law firms use Entity Management as the client register, Compliance Engine for monitoring, Governance Hub for resolutions, and Document Vault for every filing.
Unified registers and filings for multi-entity organisations.
ExploreSPV management and UBO mapping for PE and VC funds.
ExploreSPV lifecycle management for direct lending and securitisation.
ExploreMulti-generational structure management across trusts and companies.
ExploreBook a demo. Bring your client list. We'll show you what full visibility looks like.
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