Company secretaries manage statutory compliance for multiple client companies at once — board meeting schedules, annual filings, regulatory deadlines — where a single missed date can mean penalties for a client. DataBridgeCRM's CADesk module is built to keep every client's compliance calendar clear and dependable.
Why Company Secretaries Need More Than a Shared Spreadsheet
Tracking board meeting schedules, statutory filings and regulatory deadlines across several client companies on a spreadsheet becomes unreliable fast, and a missed compliance date can create real legal exposure for a client.
How It Works for a Company Secretary
Every client company's compliance calendar is tracked in one place, with automated reminders set well ahead of each statutory deadline. Board meeting schedules and resolutions are logged and easy to reference when needed. Documents and filings are stored against each client's profile, avoiding time lost searching through scattered records. Billing can be tracked per client, per filing or as a retainer, matching your practice's structure.
Why This Matters for Company Secretaries
- No missed statutory deadlines, with automated reminders.
- Organized board meeting and resolution records.
- Easy access to client filings, not scattered across files.
- Flexible billing, per filing or as a retainer.
See how it works for your practice. Explore LawDesk-CADesk or book a free demo.
