Agentic AI for Company Secretaries - Entity Management & Compliance Automation
Converiqo is AI-powered company secretary automation software for practicing CS firms and in-house secretarial teams. It connects entity records, compliance calendars, board workflows, document drafting, approvals, and client communication while keeping statutory interpretation and professional review with authorized Company Secretaries.
What is Agentic AI for Company Secretaries?
Intelligent workflows for managing corporate compliance, board meetings, statutory registers, and secretarial audits while protecting professional review.
What Is Company Secretary Software?
Company secretary software helps practicing CS firms and in-house secretarial teams manage entity records, compliance calendars, board and general meeting processes, statutory documents, approvals and client workflows from a centralized system. Converiqo combines these workflows with AI-assisted drafting, knowledge retrieval, reminders, approvals and task orchestration while keeping professional review with the Company Secretary.
Company Secretary Practice Management Software
Converiqo helps practicing Company Secretaries coordinate entity portfolios, client requests, compliance tasks, document collection, internal reviews, approvals and follow-ups from one workflow layer.
Core Practice Areas & Governance Workflows
Streamline entity management, board operations, and compliance assurance across client portfolios.
Corporate Entity & Group Management
Structured digital master records for company master, LLP, directors, shareholders, KMP, holding companies, subsidiaries, associates, and group structures.
- •Group structure & related parties
- •Beneficial ownership (SBO) tracking
- •Director/KMP & share capital changes
MCA & ROC Compliance Workflow Automation
Systematic tracking of annual filings (AOC-4, MGT-7/MGT-7A) and event-based compliances (DIR-3 KYC, DIR-12).
- •Compliance due alerts & document collection
- •Maker-checker review workflows
- •Synchronized filing status tracking
Board Meeting Management & Secretarial Standards
End-to-end management under ICSI Secretarial Standards (SS-1 & SS-2) covering meeting notices, board packs, agendas, and minutes.
- •Notice, agenda & board pack builder
- •Quorum & circular resolutions
- •Minutes drafting & CTC workflow
Secretarial Audit Workflow Software
Structured digital checklists, working papers, and discrepancy tracking for secretarial audit engagements under Section 204.
- •Digital audit checklists & repositories
- •Discrepancy & observation tracking
- •Drafting assistance for MR-3 reports
Centralized Compliance Control
Manage hundreds of client entities and statutory deadlines from a single dashboard.
Track event-based and annual compliances with clear ownership, status alerts, and evidence repositories-so nothing slips during peak filing windows.
Total ControlIntelligent Drafting Assistance
AI assists in drafting resolutions, notices, and meeting minutes based on configured templates.
Generate consistent, review-ready drafts faster, then route them for internal maker-checker review and client sign-off with complete version history.
Smart DraftingProactive Risk & Escalation Monitoring
Early warnings for upcoming filing deadlines and document bottlenecks.
Configured SLA reminders highlight pending document requests early, helping you avoid late fees and last-minute filing bottlenecks.
Proactive Risk MonitoringAI Assists - Professional Review Governs
AI Assists the Company Secretary - It Does Not Replace Professional Judgment.
Converiqo assists with document preparation, information retrieval, compliance reminders, case summarization, and task coordination. Draft resolutions, minutes, filings, audit observations, and compliance conclusions are always reviewed by qualified Company Secretaries against applicable statutory provisions.
Governed AIGovernance & Practice Challenges We Solve
Overcome administrative drag and manual tracking friction in secretarial practice.
Missed Deadline Risk
Tracking multiple deadlines for various entities on spreadsheets leads to oversight and statutory late fees.
Repetitive Drafting Workload
Manually drafting routine notices, resolutions, and minutes consumes billable hours better spent on strategic advisory.
Disconnected Client Files
Entity records scattered across emails and folders create audit delays and document retrieval friction.
Board Meeting Logistics
Building board packs, tracking director attendance, and routing circular resolutions via email is slow and insecure.
Uncoordinated Client Requests
Chasing clients for pending signatures, KYC records, and financials increases administrative overhead.
Regulatory Complexity
Keeping track of constant amendments in corporate laws and applying them across multi-entity portfolios requires structured workflows.
Operational Efficiency & Practice Impact
Measurable improvements in secretarial throughput and client service.
Reclaim Billable Bandwidth
Reduce administrative friction in routine drafting and document coordination.
Auto-create initial agendas, minutes, and notices from standard templates so your team spends less time organizing papers and more time on high-value governance advisory.
Scale Portfolio Capacity
Manage more client entities per team member across larger portfolios.
Central dashboards, standardized checklists, and automated client reminders allow CS practices to handle larger portfolios without increasing headcount.
Elevate Client Experience
Deliver transparent compliance reporting and timely board pack distribution.
Reclaimed bandwidth allows your firm to offer proactive governance insights, board readiness support, and structured compliance calendars to corporate clients.
Audit-Ready Trail
Maintain complete document version histories and review logs.
Built-in audit trails and evidence repositories reduce back-and-forth during internal reviews, peer reviews, and secretarial audit engagements.
Core Modules for CS Practice & Entity Governance
Integrated capabilities for modern company secretaries, legal advisors, and corporate teams.
Corporate Entity & Group Management
Structure digital master records for companies, LLPs, holding-subsidiaries, and joint ventures.
Maintain digital statutory registers that update upon verified filing events.
Track director DIN, KYC status, and shareholding patterns across group structures.
Log holding company, subsidiary, associate, and related-party relationships.
Track significant beneficial ownership (SBO) declarations and statutory registers.
Manage incorporation, director/KMP changes, and entity lifecycle workflows.
MCA & ROC Compliance Workflow
Dashboard view of upcoming MCA, SEBI, and RBI compliance timelines.
Automated document collection workflows and client reminders.
Status tracking of filed forms, SRN, and challans linked to entity profiles.
Event-based compliance triggers initiated from board decisions.
Repository of filed forms, returns, and receipts for instant audit access.
Track or synchronize available MCA filing-status information through supported workflows.
Board Meeting & Secretarial Standards (SS-1 & SS-2)
Schedule board, committee, and general meetings with integrated calendar invites.
Collaborative agenda builder aligned with ICSI Secretarial Standards (SS-1 & SS-2).
Secure distribution of board packs with access controls and tracking.
AI-assisted drafting of preliminary minutes based on meeting agendas and notes.
Digital circular resolution management for urgent board approvals.
Track quorum requirements, leave of absence, and director attendance automatically.
Document Automation & Governance Repository
Standard templates for notices, agendas, resolutions, and engagement letters.
Maker-checker review workflows for critical statutory documents.
Digital signature integration for board resolutions and governance agreements.
Secure, searchable repository for all client entity records and past resolutions.
Certified True Copies (CTC) workflow and document version history.
Contextual search to find past resolutions and precedent clauses instantly.
CS Practice Management & Client Coordination
Coordinate entity portfolios, client requests, and task assignments across team members.
Internal review workflows (maker-checker) before client sign-off or filing preparation.
Automated reminders for pending client documents, signature requests, and KYC updates.
Client engagement status tracking and service delivery dashboards.
Centralized document collection portals for corporate clients.
Historical activity log and task status for every portfolio entity.
Secretarial Audit Workflow Software
Digital checklists for secretarial audit under Section 204 of the Companies Act.
Document collection and working-paper repositories for audit evidence.
Discrepancy and non-compliance tracking across statutory registers and filings.
Draft preliminary audit observations and management clarification requests.
Observation drafting assistance for preliminary secretarial audit findings.
Cross-reference registers with meeting minutes for related-party transaction completeness.
Benefits for CS Practices & Corporate Stakeholders
Enhance governance quality, turnaround speed, and transparency.
Practicing Company Secretaries
- Focus on strategic advisory and compliance assurance rather than administrative drag.
- Maintain structured control over client portfolios during peak filing seasons.
- Scale firm capacity and revenue by servicing larger client portfolios effectively.
Corporate Secretarial Teams
- Collaborate seamlessly on drafting notices, agendas, and minutes.
- Maintain maker-checker review discipline and standardized resolution templates.
- Access central institutional memory of past board decisions instantly.
Corporate Clients
- Receive proactive alerts and full transparency on statutory compliance health.
- Streamlined document collection for annual filings and event-based approvals.
- Experience smoother board meeting execution and faster resolution processing.
Board of Directors
- Receive well-organized board packs on time prior to meetings.
- Review and approve circular resolutions and minutes through secure digital workflows.
- Stay informed of meeting attendance records and statutory compliance status.
Regulators & Authorities
- Benefit from accurate, timely, and complete statutory disclosures.
- Easier inspection of digital statutory registers and audit working papers.
- Reduction in compliance oversights due to systematic tracking.
Investors & Due Diligence Teams
- Increased confidence in corporate governance standards and statutory hygiene.
- Faster due diligence with organized, searchable virtual data rooms.
- Complete transparency in group entity structures and beneficial ownership (SBO).
Tailored Solutions for Governance Teams
Adaptable deployment for independent CS practices to large corporate groups.
Solo CS Practitioners
Manage a diverse client portfolio efficiently with lean administrative support.
Use standardized templates, automated reminders, and a single compliance dashboard to keep filings, board packs, and statutory registers organized.
Mid-Sized CS Firms
Standardize drafting quality and maker-checker reviews across team members.
Assign tasks, enforce audit checklists, and maintain consistent resolution formatting so practice quality stays high as client volume expands.
Large Governance & Secretarial Practices
Enterprise security, granular permissions, and portfolio-wide reporting.
Support multi-office teams with role-based access control, audit logs, and executive dashboards for compliance health across hundreds of entities.
In-House Secretarial Departments
Corporate teams managing group entities, subsidiaries, and joint ventures.
Centralize subsidiary compliance calendars, board pack circulation, and approval loops to eliminate cross-department follow-up delays.
LLP & SME Compliance Teams
Efficient workflows for handling high-volume statutory compliances.
Batch common compliance tasks, automate document collection, and keep evidence repositories structured for rapid retrieval.
Listed Company Secretarial Advisors
Tools supporting SEBI regulations and structured board workflows.
Maintain audit-ready governance trails with structured approvals, secure board pack distribution, and timeline tracking for committee cycles.
Leaders on measurable change
High Reliability
Compliance tasks completed on time
Streamlined
Average board-pack preparation time
Accelerated
Internal review turnaround time
100% Real-Time
Filing status visibility
“Converiqo has streamlined how our practice manages entity records and board workflows. Centralizing compliance tracking and drafting assistance allows our team to deliver exceptional governance support to our clients.”
Rajesh Kumar
Fellow Company Secretary (FCS)
Frequently Asked Questions
Agentic AI for Company Secretaries is a goal-directed workflow automation system that connects corporate entity records, compliance calendars, board process logistics, document drafting, and task tracking. It assists practicing CS firms and corporate secretarial departments by organizing routines while reserving all statutory interpretations and final approval sign-offs for qualified professionals.
Company secretary software helps practicing CS firms and in-house secretarial teams manage entity records, compliance calendars, board and general meeting processes, statutory documents, approvals, and client workflows from a centralized system. Converiqo combines these core administrative capabilities with AI-assisted drafting, document retrieval, reminders, and workflow orchestration.
Company secretarial software (also referred to as corporate secretarial software or entity management software) refers to digital platforms designed to maintain corporate registers, track director and shareholder changes, prepare notices/agendas/minutes, and schedule statutory compliance deadlines across portfolio entities.
Converiqo centralizes multi-entity data into structured digital master records. It tracks independent statutory deadlines, director KYC schedules, shareholding changes, and filing milestones across hundreds of client companies and LLPs from a single dashboard.
Yes. Converiqo tracks annual and event-based compliance timelines (such as AOC-4, MGT-7/MGT-7A, DIR-3 KYC, and DIR-12). It coordinates document collection, draft reviews, and status tracking across supported MCA filing processes.
Converiqo streamlines Board Meeting logistics under ICSI Secretarial Standards (SS-1). It assists with meeting scheduling, notice and agenda preparation, secure board pack distribution, attendance tracking, and initial draft minute generation.
Yes. Converiqo uses standardized templates and contextual notes to generate preliminary drafts of Board resolutions, circular resolutions, and meeting minutes. All generated drafts are presented for mandatory review and editing by a qualified Company Secretary.
Converiqo maintains structured digital records for statutory registers-including registers of members, directors, KMP, charges, and significant beneficial owners (SBO)-updating entries upon verified filing events.
Yes. Converiqo provides structured audit checklists, document collection repositories, working-paper organization, discrepancy flagging, and observation drafting assistance for secretarial audit engagements under Section 204 of the Companies Act.
No. Converiqo coordinates preparation, review, document collection, and status tracking. Actual form uploads, digital signature attachments (DSC), and official MCA portal submissions are performed directly by the authorized Company Secretary or filing professional.
Converiqo assists with organizing financial statement data and tagging structures to streamline XBRL file preparation for technical review prior to filing.
Converiqo employs enterprise-grade encryption in transit and at rest, role-based access control (RBAC), multi-factor authentication, and granular permissions to ensure confidential board papers remain strictly protected.
Yes. Converiqo supports practicing CS firms managing multi-client portfolios as well as in-house corporate secretarial departments managing group entities, holding-subsidiary structures, and joint ventures.
No. AI assists with document preparation, information retrieval, reminders, and workflow coordination. It does not independently determine legal compliance, approve regulated filings, sign statutory documents, or replace the professional judgment of a Company Secretary.
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