Agentic AI for Company Secretaries
Converiqo organizes client entities, automates compliance calendars, drafts resolutions, and tracks filings so CS firms deliver faultless governance.
What is AI for Company Secretaries?
Intelligent workflows for managing corporate compliance, board meetings, statutory registers, and secretarial audits.
How does it help my firm?
Reduces manual drafting of minutes and resolutions, tracks MCA deadlines, and centralizes entity data for all your clients.
What are the key benefits?
Zero missed deadlines, standardized governance documents, real-time entity health dashboards, and streamlined client communication.
How Converiqo is Used in CS Firms
Streamline entity management and compliance assurance.
Entity Management
Centralized database for all client companies, tracking directors, shareholders, and statutory details.
- Single view of all entities
- Auto-updated director database
- Shareholding pattern tracking
Compliance & Filing
Automated tracking of MCA forms, annual returns, and event-based compliances with deadline alerts.
- MCA filing status tracker
- Event-based compliance triggers
- Annual return automation
Board Meeting Automation
End-to-end management of board and committee meetings from agenda setting to minutes drafting.
- Agenda builder & circulation
- Automated minutes drafting
- Action item tracking
Secretarial Audit
Digital tools to conduct check-ups, verify records, and generate audit reports efficiently.
- Digital audit checklists
- Document verification workflows
- Audit report generation
Why CS Professionals Choose Converiqo
A unified platform for the modern governance professional.
Centralized Compliance Control
Manage hundreds of entities and their deadlines from a single, intuitive dashboard.
Auto-track event-based and annual compliances with clear ownership, status, and evidence—so nothing slips during peak filing windows.
Intelligent Drafting
AI assists in drafting resolutions, minutes, and notices based on standard templates and best practices.
Generate consistent, review-ready drafts faster, then route them for internal approvals and client sign-off with complete version history.
Proactive Risk Management
Early warnings for upcoming deadlines and non-compliance risks prevent penalties.
Escalations and SLA reminders highlight at-risk entities early, helping you prevent ROC/MCA penalties and last-minute firefighting.
Streamlined Approvals & Signatures
Automate signature collection and approval loops so filings move forward without endless follow-ups.
Send smart reminders, track who’s pending, and maintain an audit trail for every approval—ideal for multi-director and group entities.
Governance Challenges We Solve
Overcome the hurdles of manual compliance management.
Missed Deadlines
Tracking multiple deadlines for various entities on spreadsheets leads to oversight and penalties.
Drafting Repetition
Manually drafting routine resolutions and minutes consumes valuable time better spent on advisory.
Data Silos
Entity documents and data scattered across emails and folders make retrieval difficult during audits.
Meeting Coordination
Scheduling board meetings and circulating papers via email is inefficient and insecure.
Client Follow-ups
Chasing clients for signatures and documents manually delays filings and increases administrative burden.
Regulatory Updates
Keeping track of constant changes in corporate laws and applying them to all clients is challenging.
Operational Efficiency & ROI
measurable impact on your practice's bottom line.
Save Billable Hours
Reduce time spent on administrative tasks and routine drafting by up to 40%.
Auto-create agendas, minutes, and resolutions from standard templates, and keep every action item tracked so you spend less time coordinating and more time advising.
Scale Without Overheads
Manage more client entities per staff member with automated workflows.
Central dashboards, reusable checklists, and automated client follow-ups let a small team handle large portfolios without sacrificing accuracy or response time.
Client Value
Deliver higher value advisory services with the time saved from routine compliance.
Use the reclaimed bandwidth for governance insights, board readiness, and proactive risk guidance—turning compliance execution into strategic client relationships.
Fewer Penalties & Rework
Proactive deadline tracking and standardized checklists reduce filing errors and avoid late-fee surprises.
Built-in escalations highlight at-risk filings early, while audit-ready logs and version history reduce back-and-forth during reviews and secretarial audits.
Core Modules for CS Automation
Powerful tools designed for the company secretary.
Entity Lifecycle Management
Onboard new entities with automated incorporation workflows and document generation.
Maintain digital statutory registers that update automatically with filing events.
Track director KYC status and shareholding changes in real-time.
Generate updated entity master data sheets for banks and stakeholders instantly.
Manage closure, strike-off, or merger workflows with guided checklists.
Automate distinct beneficial owner (SBO) declaration tracking and alerts.
Compliance & Filing Tracker
Dashboard view of all upcoming MCA, SEBI, and RBI compliance deadlines.
Automated reminders to clients for data and document submission.
Status tracking of filed forms and challans linked to entity records.
Alerts for event-based compliances triggered by board decisions.
Repository of filed forms and receipts for easy future access.
Auto-fetch filing status updates directly from MCA portal integration.
Meeting & Resolution Manager
Schedule board and committee meetings with integrated calendar invites.
Collaborative agenda builder with drag-and-drop resolution templates.
Secure distribution of board packs with access control and tracking.
AI-assisted drafting of minutes based on agenda items and notes.
Digital circular resolution management for urgent approvals.
Track quorum requirements automatically based on director attendance.
Document Automation & Repository
Smart templates for resolutions, notices, and engagement letters.
Version control for drafting and reviewing critical governance documents.
Digital signature integration for board resolutions and agreements.
Secure, searchable repository for all client entity documents.
Automated document retention policies to ensure compliance.
Contextual search to find similar past resolutions instantly.
Board Meeting Automation
Generate comprehensive board packs with one click from agenda items.
Track director attendance and leave of absence for annual reporting automatically.
Secure voting mechanisms for virtual board meetings.
Action item tracker sends reminders to responsible executives post-meeting.
Historical search of past resolutions and minutes for quick reference.
Automated creation of attendance sheets/registers.
Secretarial Audit Assistant
Digital checklists for secretarial audit tailored to company type and size.
Automated verified of statutory register entries against filed forms.
Discrepancy flagging for non-compliant events or missing filings.
Draft preliminary audit observations and management representation letters.
Generate final MR-3 reports with customizable formatting and clauses.
Cross-reference ledgers with minutes for related party transaction completeness.
Benefits for Your Practice & Clients
Enhance value for all stakeholders in the governance ecosystem.
Practicing Company Secretaries
- Focus on high-value advisory instead of routine filing mechanics.
- Reduce stress during peak filing seasons with better planning.
- Grow practice revenue by handling more retainers efficiently.
Governance Teams
- Collaborate seamlessly on drafting and reviews.
- Reduce errors in filings and minutes with standardized templates.
- Access institutional memory of past decisions instantly.
Corporate Clients
- Receive timely reminders and transparency on compliance status.
- Access their own entity data and documents via secure portal.
- Experience smoother board meetings and faster resolution processing.
Board of Directors
- Receive well-organized board packs on time.
- Review and approve minutes and circular resolutions digitally.
- Stay informed of their compliance duties and meeting attendance.
Regulators & Authorities
- Benefit from accurate, timely, and complete filings.
- Easier inspection of digital statutory registers and records.
- Reduction in non-compliance incidents due to better tracking.
Investors & Stakeholders
- Increased confidence in corporate governance standards.
- Faster due diligence with organized virtual data rooms.
- Transparency in entity structure and compliance health.
Flexible for Any Practice Size
Adaptable solutions for independent professionals to large firms.
Solo Practitioners
Manage a diverse portfolio of clients efficiently with minimal support staff.
Use ready-made templates, automated reminders, and a single dashboard to keep filings, meetings, and registers on track without juggling spreadsheets.
Mid-Sized CS Firms
Standardize process across teams and manage growing complexity.
Assign owners, enforce checklists, and maintain consistent drafting and filing workflows so quality stays uniform as volumes grow.
Large Governance Firms
Enterprise-grade security, collaboration, and analytics for scale.
Support multi-office collaboration with role-based access, audit logs, and portfolio-wide reporting for governance health across hundreds of entities.
Corporate Secretarial Departments
In-house teams managing group entity compliance and board operations.
Centralize subsidiary compliance calendars, board packs, approvals, and action items to reduce cross-department follow-ups and missed dependencies.
LLP & SME Compliance
Simplified workflows for handling smaller entity compliance at volume.
Batch common tasks, automate document collection, and keep evidence organized so high-volume work stays fast and error-free.
Listed Company Advisors
Specialized tools for SEBI compliance and complex board management.
Maintain stricter governance trails with structured approvals, secure sharing, and timely alerts for committee cycles and disclosure-driven timelines.
Leaders on measurable change
95%
Reduction in filing errors
60%
Time saved on minutes drafting
99%
Improvement in deadline adherence
40%
Client satisfaction increase
“Converiqo transformed how we manage our client entities. The board meeting automation alone saves us days of work every quarter.”
Rajesh Kumar
Fellow Company Secretary
Frequently Asked Questions
Answers for leaders and ops heads.
Agentic AI automates compliance calendars, tracks regulatory filings, drafts resolutions, and organizes board meetings, reducing manual secretarial work and minimizing errors.
Routine tasks like entity data updates, meeting agenda creation, minute drafting, statutory register maintenance, form filing tracking, and client follow-ups can be automated.
Yes. AI monitors changing regulations, flags non-compliance risks early, ensures all filings meet statutory deadlines, and maintains immaculate records for audits.
Automation centralizes entity data, tracks independent deadlines for each, and triggers specific alerts, ensuring no subsidiary or client company is neglected regardless of portfolio size.
Real-time tracking of filings, minutes, and approvals prevents penalties, improves client trust, and allows CS professionals to proactively address governance issues.
It creates a digital twin of every client entity, automatically updating directors, shareholders, and compliance status, giving you a single source of truth.
Absolutely. It handles agenda creation, board pack circulation, attendance tracking, and even assists in drafting minutes, making meetings smoother and compliant.
Yes, Converiqo employs enterprise-grade encryption and access controls to ensure that confidential board papers and resolutions remain secure.
Converiqo integrates with XBRL engines to streamline the tagging and validation process for financial statement filings.
Clients get 24/7 access to their entity documents, filing status, and compliance calendar, reducing ad-hoc requests and improving their experience.