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Compliance Automation

Annual Return Agent (ARA)
Automatically files your annual returns on time.
Minute Book Health Monitor (MHM)
Continuously checks minute books for compliance gaps.
Online Filing Assistant (OFA)
Guided workflows for accurate online filings.
Security & Audit Trails (SAT)
Protects data and records every action for audits.

Corporate Records

Instant Onboarding (IO)
Creates digital minute books using official records in minutes.
Corporate Records Hub (CRH)
Secure online vault for all corporate records.
Minute Book Digitization (MBD)
Digitizes legacy paper binders into searchable digital books.

Productivity & Collaboration

Automated Document Generator (ADG)
Drafts routine corporate documents quickly.
AI‑Powered Assistance (AIPA)
Ask questions, receive instant compliance answers.
Client Collaboration Portal (CCP)
Secure workspace for real-time client document sharing.

Maintenance

Annual Return ↗
Change of Corporation/LLP Address, Directors, Shareholders, Agent for Service, Partners ↗
Change of Address for Shareholder/Director/Partner/Declarant ↗
Register New Trade Name or Partnership ↗
Amend Partnership/Trade Name ↗
Cancel Trade Name or Dissolve Partnership ↗
New West Partnership (BC-MB-SK) Extra-Provincial Registration ↗

Structural Change

Incorporate Alberta Corporation ↗
Continuance into Alberta ↗
Continuance out of Alberta ↗
Revival/Reinstatement ↗
Dissolution or Cancellation ↗
Liquidation/Receivership Filings ↗
Name Change & Other Basic Amendments ↗

Fundamental

Amalgamation ↗
Share-Structure or Other Fundamental Amendments ↗
Plan of Arrangement/Re-organisation/Restatement (court-ordered) ↗
Select Revivals (Court-Ordered) ↗

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Transaction AI Toolkit

Document Drafting Wizard
Automates drafting of corporate‑transaction documents.
Online Filing Copilot
Completes, validates, e‑files statutory forms.

Entity Onboarding Platform

Onboarding Agent
Converts scanned minute books into organized, searchable records.
Instant Onboarding Assistant
Uses official records to build entity profiles.
Corporate Records Assistant
Ask questions and search across your corporate records in plain English.

Productivity & Compliance Suite

Client Assistant
Extracts actionable updates from client communications.
Compliance Monitor
Tracks obligations, flags gaps, and suggests corrective actions.
Chat Bot
Delivers fast answers with references via plain‑English queries.

These AI features are the intelligent tools that work behind the scenes in our products.

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Case Studies

Real-world success stories and customer implementations

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