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Discover practical tools and techniques to streamline legal entity and shareholder management.

These concise guides provide insights on using familiar platforms like MS Excel and SharePoint for managing corporate data, alongside considerations for optimizing your workflow.

Mini guide

The landscape of legal entity management solutions

This mini guide gives you a clear overview of the leading digital solutions for legal entity management, explains how they compare to Corporify, and shares practical tips for a smarter approach to entity management.

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Mini guide

SharePoint for
legal entity management

This guide explains how SharePoint can be used to manage corporate legal documents and entity information but also highlights the challenges and limitations.

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Mini guide

Legal entity management with MS Excel and beyond

This guide show how you can use spreadsheets to manage your legal entities but also discusses the challenges.

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Start simplifying your legal life

See for yourself how the Corporify LEM platform can help companies better manage information about their legal entities, your team be more effective and improve collaboration with teams and stakeholders.

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FAQ

What are the limitations of using Excel for legal entity management?

Excel lacks intuitive version control, audit trails, and relationship mapping between various entities. Formula errors can corrupt data unnoticed, and security is limited - files can be easily copied or shared. As entity count grows, spreadsheets become unwieldy and error-prone.

Can SharePoint be used for legal entity management?

SharePoint works for document storage but lacks native entity management features. It cannot track shareholdings, calculate ownership percentages, or generate org charts from entity data without extensive customization.

What does Corporify's Excel mini guide cover?

The guide explains how to use Excel for entity management while discussing its challenges and limitations. It helps teams recognize when spreadsheets are no longer sustainable and what to consider when evaluating alternatives.

What does Corporify's SharePoint mini guide cover?

The guide covers how SharePoint can manage legal documents and entity information, while highlighting gaps between SharePoint's capabilities and true entity management requirements.

When should a company move from Excel to dedicated entity management software?

Consider switching when you experience version conflicts, difficulty maintaining accurate records, or challenges with user rights & permissions. Organizations managing more than ten entities typically benefit from dedicated software.

How do spreadsheet errors affect legal entity data accuracy?

Formula errors can miscalculate ownership percentages, leading to incorrect org charts and filings. Copy-paste mistakes and lack of validation allow data corruption that may go unnoticed until audits or due diligence.

Why is version control a problem when managing entities in Excel?

Multiple copies proliferate when team members save local versions or email files. Without a single source of truth, it becomes unclear which file contains current, accurate information.

What security risks exist when storing entity data in Excel or SharePoint?

Excel files can be easily copied, emailed, or accessed without granular permission controls. Neither platform provides comprehensive audit logging of who viewed or exported sensitive shareholder and UBO data.

Can Excel handle complex ownership structures with multiple holding levels?

Excel struggles with multi-tier ownership calculations. Indirect ownership through holding chains requires complex formulas prone to error, and visualizing structures as org charts must be done manually, which is very time consuming and error-prone.

Are Corporify's mini guides free to download?

Yes, the guides are free to download from Corporify's website. They provide unbiased insights into Excel and SharePoint capabilities without requiring a sales consultation.

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The landscape of legal entity management solutions

SharePoint for
legal entity management

Legal entity management with MS Excel and beyond

FAQ

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Entity Management Center

Share Register Center

Customer Success

Security Center

Partners

Download our Mini Guides

The landscape of legal entity management solutions

SharePoint forlegal entity management

Legal entity management with MS Excel and beyond

FAQ

SharePoint for
legal entity management