Legal and Professional Services
Software for Company Secretaries
Practice management for company secretaries: client companies, engagements, due dates, documents, billing and staff in one system.
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.
What gets in the way
- 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- Client details change and the copy in each folder goes out of date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
What the software handles
- 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
What changes
- Every client company's dates on one calendar rather than in a shared sheet
- Documents drafted from current client data rather than from an old copy
- Engagement history available when a client asks
Software for your company secretaries business
Start from a ready product or have one built around how you work.