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

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Features at a Glance

MinuteBox provides industry-leading tools and workflows that can power any sized organization.
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Second Chair AI

Chat with your Company. Second Chair AI lets you interact with your entity database, minute books, and other corporate records. Get insights, summaries, and even redraft documents with the power of AI.

Entity Management

Chat with your corporate records and minute books to get quick insights and updates, right from the chat interface.

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Document Generation

Use Second Chair AI to summarize, redraft, and even generate client emails based on the documents you're working on.

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Knowledge Resources

Access embedded knowledge resources like statutes and textbooks. Ask questions and get answers directly from these resources.

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Capitalization Tables & Vesting Schedules

Chat with Second Chair AI to update and view your cap tables and vesting schedules effortlessly.

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Centralized Entity Dashboard

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.

Entity List

View all your entities in one centralized location. The Dashboard can show tens of thousands of entities on one screen for navigation.

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Global Search

Use Quick Search or Full Search right from the Dashboard to search almost all data across all your entities, instantly.

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Dynamic Reports

Easy filters allow you to create saved reports that always update based on your latest entity data.

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Powerful Sorting

Easily sort through your entities with a variety of sorting options, such as alphabetical, numerical, and date-based sorting.

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Custom Views

Create custom views based on your specific needs. Select which entities, columns, and filters you want to see and save the view for easy access.

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CSV Export

Export all your entity data to a CSV file with just one click. This feature allows you to easily transfer data to other systems and applications.

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Calendar

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.

Global Calendar

Get a comprehensive view of all your entity activities with a Global Calendar that displays events, appointments, and deadlines.

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Tickler

Set reminders for important entity-related tasks with the Tickler feature. Get notifications in advance to keep on top of your responsibilities.

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E-Mail Reminders

Stay informed with automatic email reminders for important entity-related tasks and appointments. Never miss a deadline again.

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List View

Easily view and manage your entities with a simple, straightforward list view. Customize the view with columns and filters to meet your needs.

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Custom Calendars

Create custom calendars for specific entities or groups of entities. Keep track of unique schedules and deadlines with ease.

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Person Management

One central location of people and companies. MinuteBox automatically tracks 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.

Global Person Search

Easily search for any person across all your entities with the Global Person Search. Find the information you need quickly and efficiently.

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Legal Types

Easily categorize people based on their legal types, such as individual, corporation, partnership, and more. Keep track of your entities with ease.

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Person Merge

Effortlessly merge duplicate people in your database. Keep your data clean and accurate with this essential tool.

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Roles & Affiliations

Track people's roles and affiliations within your entities. Stay informed of the relationships between people and entities with ease.

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Multiple Addresses

Easily manage multiple addresses for each person in your database. Keep track of all relevant contact information for your entities.

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Bulk Person Change

Make bulk changes to multiple people at once. Save time and increase efficiency with this powerful tool.

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Other Roles

Track other roles for people, such as positions in committees, boards, and more. Stay informed of all important relationships within your entities.

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Database

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 (Foreign Qualifications, 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.

Dynamic Database

Easily manage and organize your entities based on entity type. Stay on top of your data with this versatile tool.

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Create from Entity Template

Create new entities quickly and efficiently using customizable templates. Save time and streamline your workflow.

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Time Travel (TM)

Easily view and manage your entities as they were in the past. Track changes and stay informed with this innovative feature.

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Status Filter

Filter your entities based on status, such as active, inactive, or pending. Stay on top of your data with this easy-to-use feature.

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Search and Filter

Quickly search and filter your entities based on a wide range of criteria. Find the information you need quickly and efficiently.

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Advanced Reporting

Advanced Reporting by MinuteBox offers robust, customizable reporting capabilities for complex entity management. Report on thousands of entities, use sophisticated logic for detailed insights, and enjoy unparalleled flexibility in data presentation. With easy Excel export and collaborative features, Advanced Reporting is ideal for tracking annual return dates, foreign qualifications, government deadlines, and more.

Customizable Reports

Design reports with customizable columns and data displays to suit your specific needs. Tailor every aspect of your report for maximum relevance and clarity.

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Complex Logic

Utilize advanced logic to delve into nuanced data relationships. Ideal for in-depth analysis of complex reporting structures and relationships.

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Shareable Queries

Enhance collaboration by saving, exporting, and sharing report queries. Set up default queries for teams and streamline your reporting process.

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Search and Filter

Find the information you need with advanced search capabilities, including column-specific and negative logic searches.

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Excel Export

Easily export your complex reports to Excel for further analysis or presentation. A seamless transition of data to your preferred format.

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Collaboration

The 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.

Secure Share

Share your entity data securely with your colleagues, clients, and partners. Set user permissions to ensure sensitive information remains confidential.

Client Sharing

Multi-User

Collaborate with your team by giving multiple users access to entity data. Each user can have their own login, and you can set different levels of access and permissions.

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See Who's Editing

Track changes made to your entity data in real-time. Know who is making changes, what is being changed, and when it is being changed.

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User Teams

Create teams of users with different access levels and permissions. Easily manage user access and permissions for large groups with this powerful tool.

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PDF View

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.

Full PDF View

View PDF documents in their full form with the Full PDF View feature. Get the complete picture and read through documents easily and comfortably.

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Split View

View PDF documents side by side with the entity database. See the difference between PDF documents and data stored in the entity database.

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File View

Easily view all PDF files in one place with the File View feature. Manage documents and keep them organized with ease.

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Context View

Understand the context of PDF documents with Context View. See all pages of a document for easier navigation of your document.

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Thumbnail View

Preview your PDF document pages with Thumbnail View. Quickly navigate to the page you need and get an overview of the documents.

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PDF Notes

Add notes and comments to PDF documents with the Notes feature. Track deficiencies and markup with others and keep track of important information.

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PDF Bookmarks

PDF bookmarks allow users to create, edit, and access bookmarks within a PDF document, making it easier to navigate and locate specific sections within the document.

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Optical Character Recognition (OCR)

OCR is a technology that allows scanned images and PDF files to be converted into editable text. This feature makes it possible to extract text from scanned documents, making the information in the document searchable.

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Easy Upload

This feature enables users to easily upload PDF files to the platform by either dragging and dropping the file, uploading it to a specific page, or uploading it to a specific section.

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Export PDF

This feature allows users to export their PDF files in the PDF format, making it possible to share, print, or save the document for later use.

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Ledgers & Registers

Accurate record-keeping made easy. The MinuteBox ledgers and registers provide a secure and efficient way to manage your entity records. Record changes in shareholder ownership, create beneficial ownership registers and track assets. With MinuteBox, you'll have complete control over all your entity records, accessible from anywhere at any time.

Hide Columns

Easily hide columns in your ledgers and registers to focus on the data that is most important to you.

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Filter

Filter your data in real-time with flexible filter options to quickly find the information you need.

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Sort

Sort your data in ascending or descending order by any column, making it easier to find the information you need.

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Export as PDF

Easily export your ledgers and registers as a PDF for sharing and printing.

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Export as Word Document

Export your ledgers and registers as a Word document for easy editing and formatting.

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Instant Ledgers

View instant ledgers in real-time without having to "run" new ledgers.

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Transparency Registers

From Corporate Transparency Act registers to Individuals with Significant Control, track all transparency requirements.

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Securities Registers

Easily manage and keep track of all securities with our centralized register. Create registers for all types of capital, units, interests and more.

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Transfers Registers

Effortlessly manage transfer information with our comprehensive registers. Stay on top of transactions and keep track of important details.

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Principal Registers

Track and manage information for Principals with ease including Director Registers, Officers Registers, Committee Registers and more. Get real-time updates and keep all details organized in one place.

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Land Registers

Stay on top of land registry information with our centralized register. Keep track of real properties and get real-time updates.

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Partnership Registers

Easily manage and track your partnerships with our comprehensive Partnership Registers feature. Stay organized and informed with up-to-date records of all your partnership agreements.

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Options Registers

Take control of your options with our intuitive Options Registers feature. Keep track of all option agreements, exercise dates, and more. Stay ahead with real-time updates and notifications.

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Warrant Registers

Effortlessly manage warrants with our Warrants Registers feature. Stay on top of warrant agreements and exercise dates, with real-time updates and notifications. Get the information you need, when you need it.

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Convertible Instruments Registers

Streamline management of convertible instruments with our Convertible Instruments Registers feature. Keep track of all your convertible bonds, notes, and more. Never miss a conversion date again.

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SAFE Registers

Easily manage and track your Simple Agreement for Future Equity (SAFE) agreements with our SAFE Registers feature. Stay organized and informed with up-to-date records of all SAFE agreements. Get real-time updates and notifications to stay ahead.

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Cap Tables

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.

Cap Table

Easily manage and keep track of a company's equity and ownership with our advanced Cap Table. Get real-time updates and insights into a company's equity distribution, ownership percentage and more.

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Export as CSV

Effortlessly export data in the format of your choice. Export data as CSV to easily share and integrate with other tools and platforms. Get more control over your data and enjoy improved efficiency and data management.

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Equities, Interests, Derivatives Tracking

Stay on top of equity, interests, and derivatives. Monitor all types of equity, interests, and derivatives in real-time and make informed decisions with accurate, up-to-date information.

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Equity Summary

Get a quick and easy overview of an entity's equity distribution with our Equity Summary feature. Get a birds-eye view of a company's equity structure.

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Units Summary

Get a comprehensive overview of all units issued for an entity, including a breakdown of types, ownership, and more.

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Interests Summary

Easily keep track of all interests issued for an entity, with a detailed summary that includes information on ownership, type, and more.

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Options Summary

Get a complete picture of all options authorized, reserved and issued for an entity, including information on ownership, vesting schedules, expiration dates, and more.

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Warrants Summary

Keep track of all warrants authorized, reserved and issued for an entity. Get a comprehensive overview that includes information on ownership, expiration dates, and more.

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Certificate Generation

Easily generate certificates for entities with just a few clicks. Streamline your processes and save time with this powerful feature in your entity management system.

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Electronic Filings

Say goodbye to paper-based filing systems. The MinuteBox electronic filings feature allows you to file electronically. Enjoy fast, easy access to entity filings, track the status of filings and ensure compliance with local regulations. With MinuteBox, you'll have a secure, streamlined system for all your filing needs.

Entity Formation (Incorporation)

Form and incorporate corporations with ease using our integrated e-filing. Choose from a variety of business structures, complete necessary electronic forms, and file them with the appropriate governing body, all from one platform.

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Annual Returns

Automatically track and file a business's annual returns, ensuring compliance with governing bodies and avoiding late fees and penalties. Our software makes it easy to keep businesses up to date and in good standing.

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Notice of Change

Easily manage and track changes to a business, such as a change in address and directors with our Notice of Change e-filing. Our software helps keep your records accurate and up to date.

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PPSA Search

Easily search for Personal Property Security Act (PPSA) information for a business and its assets with our PPSA Search feature. Stay informed and protected with accurate, up-to-date information.

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Forms

Save time with pre-filled forms. The MinuteBox forms feature provides a quick and easy way to create and manage legal forms for entities with data auto-filled from the database. With MinuteBox, you'll never have to waste time creating forms from scratch again.

Government Forms

Easily and accurately fill government forms for your entities with our software. Never miss a deadline or make a mistake again.

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1000+ Government Forms

Never go hunting for a form again. Our database of over 1000+ government forms is comprehensive and up to date.

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Ownership Charts

Visualize entity relationships. The MinuteBox ownership charts feature provides an intuitive and interactive way to visualize the relationships between entities. Quickly and easily understand complex ownership structures and track changes over time. With MinuteBox, you'll have a clear and concise view of entity relationships.

Export as SVG

Easily export ownership charts as a Scalable Vector Graphic (SVG) for use in other applications or to share with others. The high-quality graphics will ensure your data is clearly represented.

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Export as PNG

Export ownership charts as a Portable Network Graphic (PNG) for easy sharing and to preserve the visual representation of your data. PNGs are a commonly used file format that can be opened by a wide range of applications.

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View Parents

Quickly view and manage the parent entities of a company or organization within the database. Keep track of the relationships between entities with ease.

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View Subsidiary

Easily view and manage the subsidiary entities of a company or organization within the database. Stay on top of the relationships between entities with this convenient feature.

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Navigation

Easily navigate from one entity to the next directly from the Ownership Chart. Quickly find what you're looking for and make updates with ease.

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View by Ownership

Easily view and filter entities based on their ownership structure. Get a complete overview of your entities in a matter of seconds.

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View by Voting

See the voting power distribution Ownership Chart across entities and make informed decisions with ease. Get a visual representation of your entities' voting structure.

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Entity Shapes

Visualize entities with shapes based on entity type and jurisdiction. Make your entity management more visually appealing and easier to understand.

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Corporate Transparency

Comply with corporate transparency obligations using MinuteBox's Corporate Transparency features. We use AI to provide inferences about corporate control, and can help you track and maintain a Significant Control and Transparency Register. Our tables and charts provide clear illustrations of corporate control and transparency including board independence.

Corporate Transparency Register

Our Corporate Transparency Register provides a comprehensive view of corporate control and ownership. We use AI to provide inferences about corporate control, making it easy to track and maintain compliance with transparency obligations.

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Individuals with Significant Control Register

Keep track of individuals with significant control using our ISC Register. We use AI to provide inferences about corporate control, making it easy to comply with transparency obligations related to individuals with significant control.

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AI-Driven Control Insights

Our AI-driven insights provide a deeper understanding of corporate control, including voting control, beneficial control, and ownership control. Our data visualizations make it easy to see who has control of your organization.

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Voting Control Tables

Our voting control tables provide a clear view of who has voting control in an organization. This is crucial for compliance with transparency obligations around shareholder control.

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Beneficial Control Tables

Our beneficial control tables provide a clear view of who has beneficial control in an organization. This is crucial for compliance with transparency obligations around ultimate beneficiaries.

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Ownership Control Tables

Our ownership control tables provide a clear view of who has ownership control in an organization. This is crucial for compliance with transparency obligations around corporate control.

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Control Graphs and Visualizations

Our control graphs and visualizations provide a clear and easy-to-understand illustration of corporate control and ownership. This can help you comply with transparency obligations and provide a more comprehensive understanding of a legal entity.

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Events

Track everything related to an entity transaction in one view with Events. Keep all tasks, documents, filings, and signatures organized and accessible from one place. Easily see what items are completed and outstanding for a given event.

Events View

View all details related to an event, including completed and outstanding tasks, database updates, signatures, filings and documents generated in one centralized location.

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Task Tracking

Keep track of all tasks related to an event, including who is assigned to them and their status. Easily see what tasks are completed and outstanding.

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Related Items

Quickly access all items related to an event, such as filings and signatures. Keep everything organized and easily accessible.

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Document Automation & Assembly

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

Global Document Styles

Ensure consistency with MinuteBox's Global Document Styles feature. This feature allows you to customize the look and feel of your documents to ensure a professional and consistent appearance for all users. With the ability to apply global font, color, and formatting styles, you can create documents that reflect your brand and communicate effectively. Get started now and elevate your document creation game with MinuteBox's Global Document Styles.

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Document Automation

Simplify document creation with Document Automation. Automate the process of filling in forms, templates, and documents with information from your entities. With no-code templates, logic, and repeatable sections, you can create complex documents quickly and accurately.

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Document Assembly

Effortlessly assemble complex documents with Document Assembly. Combine individual documents and forms into a comprehensive package with ease. Export to Word or PDF and insert snippets, documents, and annotations to create a complete document package.

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MinuteBox Precedents

Access a library of expertly crafted legal documents with MinuteBox Precedents. Use these documents as a starting point to streamline your document creation process and ensure accuracy and consistency.

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Send to Docusign

Seamlessly send documents to be signed with the Docusign integration. Quickly and securely send documents for electronic signature without leaving the MinuteBox platform.

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Add PDFs with Annotation to Documents

Add PDFs to your documents using the Add PDFs with Annotation feature in MinuteBox. With this feature, you can easily upload PDFs and annotate them with highlights, notes, and comments directly within the document. You can edit on the platform without needing to download and reupload documents.

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Compliance

Ensure legal and governance compliance. The MinuteBox compliance module helps you stay on top of regulatory requirements, internal governance and deadlines. Monitor all your entity's compliance requirements in one centralized location, receive reminders for upcoming deadlines, and track progress towards compliance. With MinuteBox, you'll have peace of mind knowing your entities are fully compliant.

Automated Compliance Dates

Automate compliance deadlines and ensure you never miss a deadline with the MinuteBox Automated Compliance Dates feature. Track compliance dates, receive timely reminders, and easily monitor your compliance status.

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Practice Guides

Access valuable resources and expert guidance with the MinuteBox Practice Guides feature. Stay up to date on regulatory changes, industry news, and best practices for compliance.

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Automated Entity Monitoring

Automate entity monitoring and stay up to date on regulatory changes with the MinuteBox Automated Entity Monitoring feature. Receive timely alerts and notifications to stay informed and ensure that you are always in compliance.

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Statute Compliance

Ensure compliance with all relevant statutes and regulations with the MinuteBox Statute Compliance feature. Monitor regulatory changes, receive timely reminders for upcoming deadlines, and track progress towards compliance with ease.

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Annual Filing Compliance

Automate and simplify your annual filing compliance with the MinuteBox Annual Filing Compliance feature. Track deadlines, generate pre-populated forms, and manage documents and forms in one secure location.

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Company By-Law Compliance

Stay up to date with all company by-law compliance requirements with the MinuteBox Company By-Law Compliance feature. Monitor deadlines, receive reminders, and easily track compliance across all your entities.

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Securities Compliance

Stay compliant with all securities regulations and requirements with the MinuteBox Securities Compliance feature. Automate and simplify your securities compliance with pre-populated forms, document management, and timely reminders for upcoming deadlines.

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Tasks

Stay on top of your to-do list. The MinuteBox tasks feature helps you manage and track all your entity-related tasks, deadlines, and responsibilities. Never miss a compliance deadline again, or forget to follow up on an important task. With MinuteBox, you'll have complete control over your entity-related tasks, ensuring nothing falls through the cracks.

Task Tracking

Effortlessly track your entity-related tasks with the MinuteBox Task Tracking feature. Monitor progress, track deadlines, and view task status updates all in one central location.

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Assign Responsible People

Delegate tasks to specific team members with the MinuteBox Assign Responsible People feature. Ensure everyone is on the same page and knows what tasks they need to complete and when.

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Tickler System

Never miss a deadline again with the MinuteBox Tickler System feature. This powerful toolset will help you keep track of important deadlines and ensure that nothing falls through the cracks.

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Email Reminders

Get timely reminders with the MinuteBox Email Reminders feature. Receive automated email notifications to remind you of upcoming tasks and deadlines, ensuring that nothing gets missed or overlooked.

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Global Task View across all entities

View all your tasks across all your entities in one centralized location with the MinuteBox Global Task View feature. Keep track of all your tasks, deadlines, and responsibilities with ease and ensure nothing falls through the cracks.

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E-Signature

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.

E-Signature Roundtripping

With E-Signature Roundtripping, quickly and securely gather signatures from multiple signatories with ease using your Docusign account. Send out signature requests with a few clicks and track the progress in real-time. No more chasing down missing signatures, or wasting time waiting for the next available signature slot.

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Manual Signature Tracking

Keep track of all your signature requests with Manual Signature Tracking. With an intuitive interface, you'll know exactly what is out for signature, and who still needs to sign.

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Transactions

Streamline entity transactions. The MinuteBox transactions feature provides a secure and efficient way to manage legal transactions for your entities. Track and record transactions, mark events as draft, and manage legal transactions tasks with ease. With MinuteBox, you'll have complete control over legal transactions for your entities.

Wizards

Say goodbye to manual and repetitive tasks with the Transactions feature's Wizards. Whether you need to complete an incorporation, company organization, share transaction, amalgamation, continuance, annual maintenance, or board resolution, Wizards provide a quick and easy way to create and manage transaction templates. With Wizards, you can save time, reduce the risk of errors, and ensure consistency and accuracy across all your transactions.

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Incorporations

Easily manage and complete the process of incorporating your entities with the MinuteBox Incorporations feature. Save time and effort by generating pre-populated templates, and get your entities up and running quickly.

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Company Organization

Effortlessly companies after formation with easy by-laws, resolutions and share transactions. Create and customize templates to meet your specific needs, ensuring consistency and accuracy across all of your company organization processes.

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Share Transactions

Track and manage share transactions with ease using the MinuteBox Share Transactions feature. This powerful toolset allows you to create and manage custom share structures, issue shares, and track share certificates with ease.

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Amalgamations

Complete and track amalgamations with ease using the MinuteBox Amalgamation features. Generate pre-populated templates, manage documents and forms, and simplify the entire amalgamation process from start to finish.

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Continuances

Easily track and record continuances for your entities with MinuteBox's constating events tracker. Create and manage continuance templates with ease, and ensure accuracy and consistency across all of your entities.

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Annual Maintenance

Stay on top of annual maintenance requirements with the MinuteBox Annual Maintenance feature. Automatically generate pre-populated forms, track deadlines, and manage documents and forms in one secure location.

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Board Resolutions

Simplify your board resolution process with the MinuteBox Board Resolutions feature. Create and manage board resolution templates, track approvals, and manage documents and forms with ease. With MinuteBox, you'll have complete control over your board resolutions and their corresponding documents.

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Workflow Automation with Wizards

Say goodbye to manual and repetitive legal tasks with MinuteBox's workflow automation. Wizards provide a quick and easy way to create and manage templates for your entities, transactions, filings, and more. With Wizards, you'll be able to streamline your workflow, reduce the risk of errors, and save time on administrative tasks. Spend more time on what matters most - providing value to your clients and growing your business.

Entity Template Wizards

Quickly create and manage templates for your entities, such as corporations, partnerships, and trusts. With Entity Template Wizards, you can save time by pre-populating your templates with frequently used information, such as names, addresses, and share structures.

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Transaction Template Wizards

Create and manage templates for your transactions, such as mergers, acquisitions, and reorganizations. With Transaction Template Wizards, you can streamline your workflows and ensure consistency and accuracy across all your transactions.

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Filing Template Wizards

Automate the creation and management of your filings, such as annual reports, notices of change and company formations. With Filing Template Wizards, you can ensure compliance with regulatory requirements and save time on administrative tasks.

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Advanced Transaction Wizards

Simplify complex transactions with Advanced Transaction Wizards, including s. 85 Rollovers, s. 86 Rollovers, tax transaction wizards, and company organization wizards. With these powerful tools, you can reduce the risk of errors, increase accuracy, and save time on administrative tasks.

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Accessibility Features

At MinuteBox, we are committed to making our platform accessible to everyone. Our platform is bilingual and available in English and French. We also offer a dark mode option for users with visual impairments or who prefer a darker interface. Our platform is also designed with robust display zoom features to make it easier for users to read and interact with the interface. We are constantly working to improve the accessibility of our platform to ensure that it is easy to use for all users.

Bilingual Interface

Our platform is available in both English and French, making it easy for users in multiple languages to use the platform with ease.

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Dark Mode

Our dark mode option is perfect for users with visual impairments or who prefer a darker interface. The dark mode option is easy on the eyes and reduces eye strain.

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Robust Display Zoom

Our platform is designed with robust display zoom features to make it easier for users to read and interact with the interface. You can adjust the zoom level to fit your needs.

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Enterprise Ready

MinuteBox is the only entity management platform that is SOC 2 Type II audited and ISO 27001 audited, and features hardware key and biometric key authentication, SSO Sign In, Multi-Factor Authentication, and Enterprise Project Management. Our platform is fully scalable and customizable to meet the needs of large enterprise customers. We offer custom MSA and SLA agreements for enterprise users, as well as world-class customer support, knowledge base, and user guides. Our sales and support teams are also bilingual, making it easy to get the help you need, no matter where you're located.

SOC 2 Type II Audit

MinuteBox is enterprise ready with our SOC 2 Type II audit, ensuring that your data is secure and your privacy is protected. We have rigorous controls and processes in place to protect your sensitive data.

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ISO 27001 Audit

Our ISO 27001 audit ensures that our information security management system is top-notch. We have implemented a comprehensive set of controls and processes to protect your data.

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Hardware Key and Biometric Key Authentication

Our hardware key and biometric key authentication provide an extra layer of security, ensuring that only authorized users can access your account.

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SSO Sign In and Multi-Factor Authentication

Our SSO Sign In and Multi-Factor Authentication provide secure and easy access to your data, ensuring that only authorized users can access your account.

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Enterprise Project Management

Our Enterprise Project Management features allow you to manage large and complex projects with ease. Our enterprise team will work by yourside to ensure a smooth rollout and ongoing success.

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Custom MSA and SLA for Enterprise Users

We offer custom MSA and SLA agreements for enterprise users to ensure that your specific needs are met. We work closely with our enterprise customers to provide customized solutions that work for them.

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Scalable Infrastructure for Every Large Account

Our platform is fully scalable and can support the needs of any large account. Our scalable infrastructure can handle the demands of even the largest customers.

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World-Class Customer Support

Our world-class customer support team is here to help you with any questions or issues you may have. We pride ourselves on our responsive and knowledgeable support team.

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Knowledge Base and User Guide

Our knowledge base and user guide provide detailed information and instructions on how to use our platform. If you ever have a question or need assistance, our resources are here to help you.

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Bilingual Sales & Support

Our sales and support teams are bilingual, providing assistance in both English and French. We are committed to providing excellent service to customers in both English and French.

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Enterprise Administration

Easily manage and secure your enterprise with our comprehensive enterprise administration features. With features like Audit Trail, Mandatory MFA, Bulk Export, Private Backup, Session Timeout, Ethical Walls, and Global Settings, you can ensure that your data is safe and secure and your organization runs smoothly.

Audit Trail

Track and view a complete history of changes to entities with the Audit Trail feature. This feature provides a clear record of who made changes to what, when, and why.

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Mandatory MFA

Mandatory multi-factor authentication (MFA) for all users ensures the highest level of security for your data. This feature requires users to provide additional proof of identity through a second method, such as a code sent to their phone, before they can access the system.

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Bulk Export

Export large amounts of data from the system at once with the Bulk Export feature. This feature makes it easy to generate reports, backup data, and transfer data to other systems.

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Private Backup

Keep your data safe and secure with the Private Backup feature. This feature allows you to schedule regular backups of your data and store them in a secure cloud that you control.

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Session Timeout

Stay secure and prevent unauthorized access with the Session Timeout feature. This feature automatically logs users out of the system after a set period of inactivity.

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Ethical Walls

Ethical Walls is a feature that enables users to set up boundaries between different users, teams, or offices to prevent conflicts of interest and maintain the confidentiality of information.

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Global Settings

Global Settings is a feature that allows administrators to configure and manage settings that apply to the entire organization. This includes settings for security, document production and more.

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Migration

Migrating to MinuteBox made easy. Only MinuteBox offers concierge 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.

Database Migration

Effortlessly transfer all your data to MinuteBox. Whether it's a single entity or thousands, we'll move everything for you in a safe and secure manner. Our migration experts will handle all of the heavy lifting and ensure that your data is correctly transferred over in a timely manner. Never worry about missing or lost data again!

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Scanning Migration

Eliminate the hassle of manually digitizing physical records. Our scanning services are fast, accurate, and will provide you with a complete digital version of your physical records. All scanned records are securely stored in MinuteBox, making it easier than ever to access your information at any time.

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Migration Project Management

We take the guesswork out of migration. Our experienced migration project managers will handle the entire process for you, from start to finish. We'll keep you informed of our progress, answer any questions you have, and ensure that everything is done correctly. The end result is a seamless migration with no headaches!

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Precedent Migration

Take advantage of MinuteBox's extensive precedent library to speed up your migration process. Our library contains a wide range of templates and forms, making it easy to migrate your existing precedents to MinuteBox. Our migration experts will help you make the transition, and you'll be able to take advantage of MinuteBox's powerful document automation features in no time.

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Scanning Services

Make the switch from physical to digital records with MinuteBox's Scanning Services. Our team can help you digitize your minute books and corporate records, modernizing your entity management process.

On-Site Scanning

We offer on-site scanning services to minimize the risk of losing or damaging your physical records during transit. Our team will come to you and scan your documents at your office.

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OCR

We use Optical Character Recognition (OCR) to create searchable PDF documents. This makes it easy to find specific information in your digitized records.

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Concierge Document Upload

Our team of experts can help you upload your digitized records to the MinuteBox platform. We provide personalized support throughout the entire process.

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Magic Tabs

Our Magic Tabs feature automatically creates a table of contents for your digitized records, making it easy to navigate and find what you need.

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Minute Book Digitization

Our team specializes in minute book digitization. We can help you make the transition from physical to digital records, ensuring that your entity management process is modern and efficient.

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Managed Services

Get assistance in managing your legal entities with MinuteBox's Managed Services. Our team or managed service partners can provide clerking, compliance, and entity management services via the MinuteBox platform.

Access to the MinuteBox Platform

Managed Services customers get access to the same great MinuteBox platform, along with personalized support and assistance from our team or managed service partners.

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Clerking Services

Let us handle your clerking services, including minute book maintenance, corporate record updates, and other administrative tasks. Our team or managed service partners can ensure that your records are up-to-date and accurate.

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Compliance Services

Stay compliant with our compliance services, including annual filings, registered office maintenance, and other regulatory requirements. Our team or managed service partners can help ensure that you meet all necessary compliance standards.

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Data Entry

Let us handle data entry for you, including uploading information to the MinuteBox platform and updating records as needed. Our team or managed service partners can help ensure that your records are accurate and up-to-date.

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Precedent Creation and Maintenance

Our team or managed service partners can help create and maintain legal precedents for your organization, ensuring that your records are consistent and up-to-date.

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Document Assembly

Let us handle document assembly for you, including creating and formatting legal documents. Our team or managed service partners can help ensure that your documents are accurate and professional-looking.

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