Legal and Professional Services
Company Secretaries
Practice management for company secretaries: client companies, engagements, due dates, documents, billing and staff in one system.
Also covers: CS · CS Firm · Corporate Secretarial · Compliance Professional
About this industry
Company secretarial work repeats across every client company: meetings to schedule, documents to prepare, and dates that carry penalties when missed. LegalPrime keeps each client company as a record with its engagements, puts every due date on a shared calendar with reminders, assigns the work to the team, generates documents from templates and the client's own data, and bills the engagement when it is done.
Common operational problems
- Due dates repeat across many client companies and live in one shared sheet
- Documents and resolutions are reused by copying and editing old files
- Client details change and the copy in each folder goes out of date
- Work allocation across the team is not visible
- Engagement fees are billed late
Example workflows
Client company records with each engagement and its history
Due dates and meeting dates on a shared calendar with reminders
Documents generated from templates and client data
Tasks assigned to the team with owners and status
Engagement billing and collections
Needs beyond our products
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; tell us which of these you need and we will say plainly what our products can and cannot do for it.
- Document templates for your standard resolutions and notices
- Due-date templates by company type
- Client portal for document requests
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.