Diligent Entity & Subsidiary Management Software

Simplify Common Document Creation & Improve Signature Workflow Processes

Automate the generation of standard documentation and provide customizable reports to stakeholders without the administrative burden. Benefit from our integration with world-leading eSignature provider DocuSign, allowing you to streamline your signatory workflow while ensuring sensitive information remains confidential.

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Produce Customizable Reports & Documentation Promptly
  • Instantly access the information you need most often through configurable dashboards
  • Automate the production of common documents by importing or creating new templates with data merge fields
  • Import existing templates for consistency across all reporting platforms to simplify tasks such as document localization
  • Generate tailored reports in seconds across more than a dozen categories using live corporate data
  • Instantly create documentation for actions including entity creation, change of address, appointments, dissolution, powers of attorney and more
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Deliver an Efficient, Auditable and Secure Signature Workflow
  • Reduce the time it takes to manage the signature process across documents and signatories by 60% with DocuSign, our integrated eSignature solution
  • Simplify the sign-off process for your signatories with email notifications and give them access to documents wherever they are
  • Set customized notifications and generate reports that trigger downstream and upstream actions to keep reviews and updates on track
  • Remove the risks associated with manual uploads and downloads by applying bank-grade security certificates and custom data encryption to your signature process
  • Add up to 50 signees to each document.
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  • Woman at desk smiling

    “We could get as [many] as four major requests per quarter from another stakeholder in the company. It would take two weeks to respond to the request. Now, since it’s just running a report, it takes an hour at most. Addressing requests from internal stakeholders previously [required] probably 75% of our employee’s time. Now, it’s probably 10%, so [that’s] significant time savings.”

    Head of Legal, Investment Management Sector

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