Entity Management Software: A Buyer's Guide to Features, Pricing and Tools

Entity management software keeps one reliable record of every company in a group: who the directors and officers are, who owns what, where each entity is registered, which filings are due and where the governance documents live. For a company secretary or a corporate legal team, it replaces the spreadsheet that nobody trusts and the shared drive that nobody can search.

This guide explains what entity management software does, the main types on the market, the features worth comparing, what the published prices look like and the questions to ask before you buy. Every product named here has a full profile on DreamLegal, and you can browse all of them in the entity management software category.

What is entity management software?

Entity management software is a system of record for legal entities. At its core it stores, for each company, LLC or partnership in a group:

• registered details, such as name, number, jurisdiction and registered agent;
• directors, officers and authorised signatories, with appointment dates;
• shareholdings and ownership, often drawn as an organisation or structure chart;
• statutory filings and deadlines, such as annual reports;
• governance documents, such as minutes, resolutions and registers.

Around that core, products add reminders, workflows for approvals and appointments, org chart generation, board and meeting tools, and reporting for audits, financing rounds and due diligence.

Who needs entity management software?

The need grows with the number of entities. A single startup can manage with a formation service and a calendar reminder. A group with dozens or hundreds of subsidiaries across several countries cannot: missed annual reports lead to penalties or loss of good standing, and every financing, audit or acquisition starts with the question "what do we own and who signs for it?".

Typical buyers are company secretaries, in-house corporate legal teams, tax and finance teams, fund administrators and private equity firms, and law and accounting firms that manage entities for clients.

The main types of entity management software

Products in this category solve different parts of the problem. Knowing which type you need narrows the shortlist quickly.

1. Enterprise entity management platforms

A central database of entities, people, ownership and documents, built for corporate groups. Athennian holds ownership, signatory, registration, approval and governance records for legal, tax and fund teams. Klea centralises entity records, governance workflows, filings and org charts, and says it prices per entity rather than per user. Corporify consolidates entity data, shareholder registers and governance documents for groups across multiple jurisdictions. Kube from Kuberno manages entity and officer data across company secretarial, legal, tax and finance. BlueMeg adds a client portal, KYC collection and ACRA annual return filing in Singapore. Traact keeps entities, licences, contracts and matters in one system, and Lextree combines entity and contract management.

Compare them side by side: Athennian vs Klea, Athennian vs Corporify, BlueMeg vs Kube and Lextree vs Traact.

2. Filing, compliance and registered agent services

These focus on staying in good standing in every US state: annual reports, registered agent service, foreign qualification and deadlines. SingleFile covers all 50 states, DC and Puerto Rico and says it manages more than 65,000 entities. Filejet automates annual report and BOI filings and registered agent services across jurisdictions. Mosey extends state compliance to payroll, HR and tax registrations. See Filejet vs SingleFile.

3. Governance and board platforms

Where the main job is board meetings, minutes and governance across entities. Diligent One brings board management and GRC together for general counsel and corporate secretaries. Diliforce (formerly ContractZen) combines board, contract and entity management for growing companies. Legisway Meetings runs general and board meetings with secure voting, and Minutes Depot builds and maintains corporate minute books.

4. Structure chart tools

When the need is to explain ownership rather than run compliance. StructureFlow turns entity, ownership and deal data into structure charts and step plans. Rulebooks.ai turns structure data into legal org charts, and Group View charts shareholdings, subsidiaries and beneficial owners from imported data.

5. Formation services for startups and small businesses

For one or a few entities, formation services handle incorporation and early paperwork. Clerky handles Delaware C corporation incorporation, founder stock and 83(b) elections. LegalZoom forms LLCs and corporations and offers registered agent and annual report services. Soxton pairs AI drafting with lawyer review for startup formation and equity work. In India, Startupwala and Zolvit offer company registration and ROC compliance. Compare Clerky vs Soxton and LegalZoom vs LegalNature.

Features to compare

• Jurisdictions. Which countries and states are covered, and is any filing done for you or only tracked?
• Ownership and org charts. Can it draw structure charts automatically from the data, and keep them current?
• Officers and signatories. Appointment histories, signing authority and reminders for expiring appointments.
• Deadlines and filings. Annual reports, registered agent details, and whether the vendor files or only reminds.
• Governance. Board and shareholder meetings, minutes, resolutions and registers.
• Documents. Storage and search for certificates, constitutional documents and minute books.
• Reporting. Exports for audits, financing rounds, KYC and due diligence.
• Integrations and data import. How existing spreadsheets get in, and connections to document management, cap table and finance tools.
• Security. Certifications, access controls and audit trails, since entity data includes personal details of directors and owners.

What does entity management software cost?

Most enterprise platforms, including Athennian, Corporify, Kube and Diligent One, do not publish prices and quote after a demo. Some vendors do publish them:

• Diliforce: Standard from $9.50 and Advanced $27 per user per month, billed annually, with a 14-day free trial.
• Lextree: Professional $100 and Business $400 a month, billed annually; Enterprise is custom.
• Minutes Depot: board management from $20 a month, compliance package from $250.
• Mosey: $399, $999 and $1,999 a month by company size.
• LegalZoom: LLC formation from $0 plus state fees; Pro $249 and Premium $299 plus state fees.
• Startupwala: private limited company registration ₹6,299, LLP ₹3,499.

Pricing models differ: per user (Diliforce), per entity (Klea says it prices this way), flat tiers (Lextree, Mosey) or per service (SingleFile, formation services). Model the cost on your real number of entities and users before comparing quotes.

Questions to ask vendors

1. How do we migrate our current entity data, and who does the work?
2. Which jurisdictions do you file in, and which do you only track?
3. Is pricing per user, per entity or per service, and what happens as we add entities?
4. Can org charts and registers be generated straight from the data?
5. Who keeps statutory data current when laws change?
6. Which security certifications do you hold, and where is data stored?
7. What does an audit or due diligence export look like?

How to shortlist

Start with the type: a group managing many entities across countries needs an enterprise platform; a US group with many state registrations may get more value from a filing and registered agent service; a startup needs a formation service. Then shortlist two or three products of that type, compare them side by side on DreamLegal, and ask each vendor the questions above with your own entity count. Browse every option in the entity management software category.