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/ Corporate and advisory
Corporate and advisory
Companies, compliance dates and advisory plans.
Companies
Manage client companies
Keep each client company's registration details, directors, shares, filings and documents on one record, typed in or read from a CAC status report.
Compliance
Use the compliance calendar
See every filing and renewal your client companies owe, remind clients before each one, and mark it filed with evidence so the next one is scheduled.
Retainers
Run an advisory retainer
Bill a client a set amount each month or quarter, log what they ask for, and quote work that falls outside the retainer as a new matter.
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