Law firms | Equify

01 - COLLABORATION

Collaborate easily with your clients

A single interface to manage the legal administrative needs of all your clients, without having to exchange numerous emails.

Collaborate with your clients through granular access and permission management

Track your clients' entire capital history and view their capitalization table as of any date

Centralize all of your clients' legal documents in one place, organized according to a predefined classification system

Easily find all the information and documents related to a beneficiary

02 - SAVING TIME

Save time and increase efficiency

Automate low-value-added administrative tasks so you can focus on consulting.

Don't waste any more time preparing documents-use mail merge: your templates are automatically personalized with each recipient's information

Send documents for electronic signature in accordance with the eIDAS Directive, and track and follow up on them in an instant

Synchronize the securities transaction ledger and the dematerialized shareholder accounts with the capitalization table

Prepare your clients' governance events in just a few clicks: notices, proxies, and electronic signatures

03 - LEGAL COMPLIANCE

Ensure Your Clients' Legal Compliance

Reduce your clients' legal risk by centralizing and ensuring the reliability of all their shareholder documentation.

Centralize and digitize your clients’ securities transaction ledger (RMT), synchronized with your capitalization table

Document each transaction (transfer, conversion, allocation) as soon as it occurs, on behalf of your clients

Maintain a complete audit trail for due diligence, internal audits, and exits

Organize shareholder materials ready to be shared with investors

Stay ahead of their corporate deadlines with centralized tracking of their obligations

The Benefits of Equify for Managing Your Clients' Corporate Affairs

RELIABILITY

A reliable, error-free capitalization table

Automatic updates to the cap table and securities transaction log, with the same evidentiary guarantees as a paper-based record.

EFFICIENCY

Significant time savings

Perform bulk allocations for your clients with just a few clicks and quickly access their entire investment history.

COLLABORATION

Enhanced collaboration with your customers

Customizable access rights, a unified bill of materials, and comprehensive indexing for consistent management of operations and documents.

OVERVIEW

Your Clients’ Centralized Corporate Affairs

Manage all of your clients’ legal administration (governance, registries, responsibilities) through a single interface.

Security & sovereignty

Your clients' shareholding data deserves the highest standards

We apply the most demanding European security standards to protect the confidentiality, availability and integrity of your data.

Discover our security policy →

GDPR

Data continuously replicated across separate data centers, located in France.

AES-256

All your data encrypted in transit and at rest, backups included.

Help your clients manage their corporate affairs.