Entity Management for in-house legal teams.

Most in-house legal teams are tracking entities in spreadsheets that were accurate the day they were built. It works until it doesn't. A director resigns and the register never gets updated. A compliance deadline passes quietly. Someone asks which entities Janice West is appointed to and the answer takes three spreadsheets and a phone call.

This session walks through how Entity Management works in practice: Entity Records, key date reminders, Corporate Structure views, permissions, audit history, and matter links. We show the product in full, then take questions from the audience.

During this webinar, you'll learn:

• How to build Entity Records your team will actually keep current, with directors, officers, addresses, and documents in one spot
• How key date and compliance reminders flag what's coming before it sneaks up on you
• How to get instant answers to the questions that usually cost an afternoon: "Which entities is Janice West appointed to?" and "Can I get a quick list of our operating entities?"
• How the full audit history removes the "who updated this and when" problem for good
• How Corporate Structure views are built from your shareholdings and appointments, and how to export them to PDF, SVG, or HTML for board packs
• How beneficial ownership is calculated across the whole group, so you can finally answer "who ultimately owns what"
• How role-based permissions work, with three access levels plus a confidential-information setting, so you can share entity data with the business without oversharing
• How entities link straight to matters and reporting

Entity Management is the newest addition to the Xakia platform, available on the Enterprise plan. If your entity records are still living in spreadsheets, this is worth 30 minutes of your time. Not on Enterprise yet? Watch anyway, and we'll show you what the upgrade path looks like.