Features on MinuteBox | Entity Database, Minute Books, Client Sharing | MinuteBox

All Features

Features at a Glance

MinuteBox provides industry-leading tools and workflows that can power any sized organization. Explore the features you already love and find the ones you're about to.

entity list on MinuteBox
Easy & Intuitive

Global Entity List

  • Sort & Filter
  • View All Records
  • Generate & Export Reports

Every entity at your fingertips. The MinuteBox entity list view puts all of your entities front and center. From 10 to 10,000 entities, MinuteBox effortlessly scales with your firm. With one centralized location for all your minute books, you can say goodbye to lost books and expensive storage real-estate. Filter, sort & find information like shareholders, directors and officers at a glance.

Easy onboarding onto MinuteBox
Easy & Accurate

Easy onboarding, fast adoption.

  • Concierge Migration
  • No Data Loss
  • Unlimited Training

Migrating to MinuteBox made easy. Only MinuteBox offers concierge instant migration of data from all of the most common legal entity management platforms. If required, our scanning services seamlessly digitize existing physical corporate records. Your onboarding specialist will offer ongoing training and resources to ensure your team is ready to supercharge their workflow.

e-signature on MinuteBox
Integrated & Convenient

Electronic signatures.

  • Integrated e-Signature
  • Improved Workflow
  • Drag & Drop

Supercharge your workflow with signatures. With integrated e-signature you'll double your efficiency on routine compliance documents and have happier clients. Secure e-signature, date, time and location stamps for the ultimate in signature and identity verification.

Calendar view on MinuteBox
Helpful & Convenient

Calendars, tickler system, and notes.

  • Year-End Reminders
  • Expiry Reminders
  • Automatic Tickler

Never miss a compliance deadline again. The MinuteBox compliance calendar tracks all the important dates across all of your entities. Track annual filings and year end dates, business name registrations, PPSA registrations, extra-provincial registrations, patent and trademark expiry, officer/director elections and resignations, vesting schedules and just about anything else.

Document automation on MinuteBox
Efficient & Intuitive

Workflow automation.

  • Automated Documents
  • Automated Reminders
  • Automated Reports

Say goodbye to boring and routine legal tasks. MinuteBox workflow automation will drastically increase efficiencies in your workflows. You'll spend less time on unbillable or unrecoverable legal work and more time providing value to clients, making them, and you, happier.

document precedents on MinuteBox
Easy & Intuitive

Generate new precedents.

  • One-Click Documents
  • No Coding Required
  • Your Own Precedents

Our precedents or yours. With MinuteBox, document automation and assembly is easy. Start off with our expertly constructed precedents or use your own favorites. Either way you can ditch the old way of { curly brackets }, coding assistant plug-ins and expensive subscriptions. Never wait for precedent coding again with the MinuteBox precedent builder.

People view on MinuteBox
Easy & Intuitive

People & Company Database

  • Track individuals and companies
  • No duplicate typing
  • System-wide references

One central location of people and companies. MinuteBox automatically all legal persons including individuals, corporations and other legal entities across the entire system. With one centralized location to view and store person records, you'll never again have trouble tracking who's a shareholder, officer and director across your global list of entities. Easily visualize every relationship between all of your entities and never type the same person in twice.

cap tables on MinuteBox
Simple & Precise

Simplified cap table management.

  • Issue & Track Shares
  • Employee Options
  • Complex Issuances

The MinuteBox captable makes everything from the simplest startup corporate structures to the most complicated enterprise capital structures a breeze. Manage share classes, issuances, share transactions, options & warrant grants, ISOPs, ESOPs, vesting and more. It's even better with unlimited included client sharing.

Sharing on MinuteBox
Secure & Unlimited

Securely share with third parties.

  • Granular Sharing
  • Expiring links
  • Free for recipients

The only secure way to share minute books. The MinuteBox sharing engine was built specifically with minute books in mind. Unlike other document management systems, MinuteBox is designed for minute books. Share entire books, specific sections or particular pages. Add expiry dates to links for temporary sharing. Share the entity database along with the minute book. With sharing you'll have faster, better organized and more secure legal transactions.

Security on MinuteBox
Trust & Security

Security first architecture.

  • End-to-end Encryption
  • Multi-Factor Authentication
  • SSO Support

Unparalleled cloud security. Only MinuteBox offers advanced end-to-end data encryption. The MinuteBox secure engine powers every aspect of the platform, from secure client sharing to the secure audit trail. Advanced security features include multi-factor authentication, SSO, biometric authentication, hardware key authentication and advanced administrative permissions. When it comes to client data, trust MinuteBox.

entity information database on MinuteBox
Easy & Intuitive

Entity Information Database

  • Track all entity data
  • Comprehensive Fields
  • Secure Audit Trail

The most comprehensive legal entity database. Let MinuteBox keep track of every important detail about the entities you manage including: jurisdiction, year-end date, officers, directors, shareholders, governance, registrations and expiries (PPSA registrations, Business Name registrations ect), share ledgers, officer & director ledgers and more. The entity database all tracks all important compliance dates and provides an advanced tickler for reminders.

Storage on MinuteBox
Centralized & Secure

Minute books in the cloud.

  • Unlimited Storage
  • Instant Search
  • Easy Client Access

With unlimited digital minute book storage you'll save more than precious office space. Impress clients with easy and secure minute book sharing by giving them immediate access to their records. All documents are searchable and shareable.

secure audit trail on MinuteBox
Trust & Security

Secure audit trail for every action.

  • Modification Tracking
  • Entity Integrity
  • Restore to Previous

Only MinuteBox offers the security and trust of an immutable audit trail tracking changes across entities. Every change on the platform is referenced, matched and backed up by a unique cryptographic hash. Pinpoint with clarity and certainty who made changes and when.

document assembly on MinuteBox
Simple & Intuitive

Document Assembly.

  • Automated Documents
  • Instant Legal Forms
  • Saved Text Snippets

Document assembly like you've never seen it before. No curly brackets or complex code and syntax to learn. Only MiuteBox offers the most advanced document assembly with an easy to use, intuitive and fast interface. Create advanced legal documents and forms with simple drag & drop. No coding assistant apps, plug-ins or document coding. With automated documents you'll increase accuracy & efficiency and eliminate mistakes & errors.