CX · Customer experience
The moments clients feel.
The moments a company secretarial service client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Professional Services
AI agents for Company Secretarial Services
What should stay human at a company secretarial service, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a company secretarial service, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a company secretarial service. Agents can surface the gaps; the owner still decides.
Main roles
The people a company secretarial service usually employs. Each card is written for this business, then links out to the full role page.
Role
Company Secretary
Maintains client company registers, prepares board and shareholder papers, takes minutes and lodges annual returns and changes on time.
Role
Paralegal
Prepares resolutions, share transfer forms and registry filings, and keeps company records books up to date.
Role
Client Services Manager
Onboards new client companies, manages annual fee renewals and answers directors' questions.
Role
Administrative Assistant
Tracks filing deadlines, collects signed documents and maintains digital company records.
Freelancers & agencies you might hire
Specialists a company secretarial service often brings in. These sit in the same roles database, with a short note written for this business.
Agency
Accounting Firm
Prepares the firm's own accounts and tax, and refers client companies needing secretarial support.
Agency
Law Firm
Advises on complex restructures, share issues and governance disputes beyond routine filings.
Agency
Managed IT Provider
Supports the entity management software, secure document storage and backups.
Want this set up for you?
If you would like someone to build these flows for a company secretarial service, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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