CorpLink Corporate services workflow automation
CorpLink manages the complete lifecycle of company registrations, compliance, and corporate secretarial services — so registration firms, secretaries, and legal teams can stop tracking statutory deadlines in spreadsheets.
- Operational workflows
- Automated annual statutory filings
- Corporate secretarial records
- Shareholder & director registers
- Regulatory deadline & compliance alerts
- Centralized document repository
- Multi-entity governance engine
- Tamper-evident audit logging
Tracking registrations in spreadsheets doesn't scale.
Registration statuses in one file, director records in another, follow-ups on sticky notes — and a missed statutory deadline can cost a client.
Scattered company records
Registration status, directors, shareholders, and documents living in disconnected files. CorpLink centralizes every company's full profile in one place.
Missed statutory deadlines
Follow-ups and pending activities fall through the cracks. Automated task reminders and due-date visibility keep every consultant on track.
No pipeline visibility
Managers can't see consultant workload or where each client sits in the process. CorpLink's pipeline view gives real-time progress monitoring.
Unsecured corporate documents
Sensitive filings emailed around with no access control. CorpLink's document repository adds categorization, metadata, and secure access.
Every corporate service function, fully connected.
Nine modules covering registrations, statutory records, clients and documents — all linked to the same company profile.
Company registration
Centralized company database, profile management, registration status tracking, and number validation.
Multi-company portfolio
Manage unlimited companies with powerful search, status dashboards, and consultant ownership assignment.
Workflow automation
Predefined registration workflows with automated progression, timeline visualization, and expected completion dates.
Task management
Task creation, assignment, priorities, and completion tracking, plus automated email reminders for every deadline.
Client CRM
Multiple contacts per company, contact categorization, notes, and full relationship history.
Director management
Director profiles, appointment history, nationality records, shareholder linkage, and resignation tracking.
Shareholder management
Shareholder register, share allocation, share classes, certificate tracking, and ownership history.
Document management
Secure digital repository with cloud or local storage, categorization, access control, and metadata tracking.
Consultant pipeline
Track every client through the business pipeline with workload, progress monitoring, and performance insights.
Built for how corporate service firms actually operate.
Registrations, statutory records and documents — the work a corporate services firm does every day.
Registrations, tracked from draft to filed.
Every company moves through a predefined workflow with automated progression, expected completion dates, and full timeline visualization. Follow-up tracking surfaces pending activities and due dates before they become missed deadlines.
- Predefined, automated registration workflows
- Automatic follow-up & due-date tracking
- Consultant ownership per company
| Company | Stage | Consultant | Due |
|---|---|---|---|
| Nimbus Trading Ltd | Filed | R. Fonseka | Jun 20 |
| Harborview Pvt Ltd | Pending docs | M. Perera | Jun 24 |
| Solstice Holdings | Draft | A. De Silva | Jul 02 |
Statutory director & shareholder records, complete.
Maintain full director profiles — appointment history, nationality, contact details, and resignation tracking — linked directly to shareholder records. The shareholder register tracks share allocation, share classes, certificates, and ownership history in one place.
- Director appointment & resignation history
- Share allocation & certificate tracking
- Director-shareholder linkage
Documents secured. Reports on demand.
Every corporate document is stored in a secure digital repository — local or Amazon S3-compatible cloud storage — with categorization, metadata, and access control. Export business data as Excel, CSV, or styled reports whenever a client or regulator asks.
- Local storage & Amazon S3-compatible cloud
- Secure downloads & access control
- Export to Excel, CSV, or styled reports
Enterprise-grade security, built for multi-tenant firms.
Access control, tenant isolation and a complete audit trail — the foundations a compliance platform needs.
Role-based access control
Administrators, consultants, and clients each get module-level permissions and company ownership restrictions, with secure authentication throughout.
Multi-tenant architecture
Built for firms managing multiple business entities, with tenant isolation, domain-based login, and independent company environments.
Audit & activity tracking
Every login, company update, workflow change, task activity, and document action is automatically recorded for compliance.
Cloud storage support
Choose local file storage, Amazon S3, or any S3-compatible cloud provider — flexible deployment for your compliance requirements.
Reporting & data export
Export business data as Excel, CSV, or styled reports for analysis, client presentations, or regulatory submissions.
System administration
User management, password resets, activation/deactivation, role management, and configuration — all in one admin console.
Built for every corporate services professional.
Secretaries, lawyers, accountants and consultants — working from the same company records.
Corporate secretaries
Centralized statutory records for directors and shareholders, with full appointment and resignation history.
Legal firms
Secure document repositories and complete audit trails to support compliance and regulatory review.
Accounting firms
Multi-company portfolios with exportable reports for every client, ready for Excel, CSV, or presentation.
Business consultants
Pipeline visibility across every client registration, with workload and performance insights per consultant.
Structured rollout. Minimal disruption.
Five stages, led by DevNexi engineers, from mapping your workflows to supervised go-live.
Discovery & scoping
We map your registration workflows, consultant structure, and client portfolio to configure CorpLink around your firm's process.
Data migration
Existing company records, director and shareholder data, and documents are migrated cleanly with validation checks.
Workflow configuration
Registration workflows, task reminders, and role-based permissions are configured to match your firm's policies.
Team training
Role-specific training for administrators, consultants, and client-facing staff — everyone knows their dashboard from day one.
Go-live & support
Supervised go-live with DevNexi engineers on standby. Ongoing support, system updates, and feature expansions included.
Ready to digitize your
corporate services?
See CorpLink configured for your firm in a live demo. No commitment. No generic walkthrough.