Legal and Professional Services
Company Secretaries
Corporate compliance practice with statutory registers, board calendars and filing deadlines.
Also covers: CS · Corporate Secretarial · Compliance Professional
About this industry
Company secretarial practice is a calendar of statutory obligations — board meetings, filings, register maintenance — repeating across every client company. The records must be maintained in prescribed form, and lapses carry penalties on both the company and its officers.
Common operational problems
- Statutory filing deadlines repeat across many client companies
- Board and general meeting calendars must be maintained per company
- Statutory registers must be kept in prescribed formats
- Document and resolution templates are reused with manual editing
- Client entity data — directors, shareholding — changes and must be current
Example workflows
Entity master with directors, shareholding and registered details
Statutory compliance calendar per entity
Board and general meeting scheduling with notices
Resolution and document generation from entity data
Filing record maintained per entity and period
Needs no product covers yet
On RequestWhere a ready product does not reach far enough, these are the needs this industry raises most often. We do not build to order; telling us which of these you need is what shapes what we build next.
- Entity master with statutory register formats
- Meeting notice and resolution templates
- Compliance calendar by entity type
Recommended solutions
The capabilities that matter most in this industry, the features inside each, and which product delivers it.
Tasks and Work Management
Assign work with an owner and a deadline, and see what is actually moving.
- Tasks with owners, priorities and deadlines
- Checklists within a task
- Recurring tasks for routine work
- Progress and status tracking
- Comments and attachments kept with the task
Calendar and Scheduling
One shared view of everything with a date attached — appointments, deadlines, hearings and holidays.
- Shared team calendars
- Appointments and bookings
- Deadline and due-date tracking
- Holiday calendars and working-day configuration
- Reminders ahead of commitments
Billing and Accounting
Invoices, payments, expenses and ledgers that stay in agreement without a month-end rebuild.
- GST-ready invoices with multiple formats and print sizes
- Customer and supplier ledgers with running balances
- Receivables and payables with ageing
- Cash and bank accounts with payment tracking
- Expense recording and categorisation
- Cash book and business reports including profit insights
Sales and CRM
Track enquiries from first contact to closed order, with follow-ups that actually happen.
- Lead and enquiry capture from multiple sources
- Customer database with full communication history
- Quotations and estimates that convert to orders without re-entry
- Scheduled follow-ups with reminders and ownership
- Sales pipeline by stage, value and owner
- Campaigns and bulk customer communication
Integration opportunities
Connections that commonly matter in this industry. Each carries its own honest status.
Talk to us about company secretaries
Describe how your business runs today. We will be straightforward about whether a ready product fits or whether it needs building around.