Entity Management
Traact Entity Management helps legal and finance teams organize entity records, compliance workflows, ownership structures, and operational data in one connected platform. Replace fragmented spreadsheets and disconnected systems with centralized visibility built for growing organizations managing complex entity structures.
Centralize Entity Operations and Compliance Visibility
Tasks that don't get dropped
Subtasks, due dates, tags, confidentiality settings, and custom workflows, with documents embedded where the work happens.
Compliance & Filing Visibility
Track annual reports, deadlines, filings, and compliance related workflows through centralized operational oversight.
Entity records, kept for you
Registered agent info, DBAs, annual reports, officers, directors, BOI filings, cap tables, entity history, and a global entity map. Structured by us, current by default.
Org charts that draw themselves
As your data changes, we rebuild the maps of ownership, relationships, and global reach. Audit-ready, M&A-ready, KYC-ready the moment someone asks.
Operational Infrastructure Built for Modern Organizations
Traact Operations removes 70% of administrative work within a weekfollow-ups. Set it once, and let the system handle the rest
Compliance Calendar & Alerts
Document Management & Storage
Organizational Charts & Structure
Visualize ownership structures, entity relationships, and corporate hierarchies through automatically generated organizational charts connected directly to your entity data. Maintain clearer visibility across complex operational structures and multi entity organizations.
Digital Minute Book & Cap Table Management
Spreadsheets were never meant to run entities
Entity data scattered across spreadsheets, inboxes, and outside counsel means every answer takes a hunt and every deadline is a small act of faith. As the entity count grows, so does the risk.
Traact ends the hunt. Our team keeps every record, deadline, and document in one organized place and does the maintenance work itself, so your entities stay in good standing without your team keeping score.
Complete visibility across your entity operations
Centralized Entity Records
Manage entity information, registrations, ownership details, and supporting documentation from one connected platform.
Compliance & Filing Visibility
Track deadlines, annual reports, filings, and compliance related workflows with proactive operational oversight.
Organizational Structure Clarity
Visualize entity relationships and ownership structures through connected operational data and automated org charts.
Faster Access to Critical Information
Quickly locate records, filings, documents, and entity data without relying on disconnected systems or spreadsheets.
Better Cross Team Coordination
Keep legal, finance, and operational teams aligned with centralized workflows and shared visibility across entities.
Built for Scalable Operations
Support growing multi entity structures and complex jurisdictions with workflows designed for long term operational scalability.
Switching to Traact Is Simpler Than You Think
1. Share what you have
Send your entity list and documents in whatever shape they’re in. Spreadsheets welcome.
2. We take it from there
Our team structures your records, maps your deadlines, and picks up the pending work.
3. Watch it get done
Prices that reflect today's reality. Not 20 years ago.
Compliance pricing was built in an era of billable hours and per-state middlemen. AI changed the economics and we pass that on. You pay less, and get more done for you.
Price
Entities included
Services executed
Expert access
Manage. Comply. Move Forward.
In 30 minutes, we’ll map your entity portfolio and show you exactly what Traact will execute on your behalf – and how much faster and cheaper it gets done.
What you can expect
- A dedicated implementation team from day one
- 70% reduction in compliance work in the first week
- Configured to your entity structure, not the other way around
- Onboarding in 2–5 business days, *depending on the number of entities
- Clear pricing, clear timelines, no surprises
What happens next?
You pick a time. Book a slot that works for your schedule.
We learn your setup. A short discovery call to understand your entities, jurisdictions, and team.
You get a tailored recommendation. The exact modules and services that fit your needs.
Schedule a Free Demo Call
Stronger Together.
Automated by AI, reviewed by professionals, delivered at lower cost than doing it any other way. Complement your core workflows with connected modules designed to centralize compliance, improve visibility, and simplify legal and operational management across your organization.
Contract Management
Manage every contract from request to signature. Streamline intake, approvals, and execution while AI tracks critical dates, obligations, and important contract details.
License Management
Keep every matters organized and moving. Manage requests, owners, deadlines, documents, and status in one place, with clear visibility across every practice area.
Matter Management
Keep every license current and compliant. Manage requirements, renewals, applications, records, and supporting documents across every entity and jurisdiction.
Registered Agent Services
Stay represented wherever you operate. Manage legal documents, formations, filings, and registered agent requirements across all 50 states and 130 countries.
Flexible Plans for Growing Operational Complexity
$299/mo
Built for growing teams managing foundational compliance operations.
- Entity Management
- Compliance Calendar
- Document Storage
- Deadline Alerts
- Basic Reporting
- Up to 25 Entities
- Email Support
$899/mo
Designed for organizations managing multi entity operational complexity.
- Everything in Starter
- Registered Agent Services
- Organizational Charts
- Workflow Automation
- Matter Management
- Contract Management
- Advanced Reporting
- Up to 250 Entities
- Priority Support
Custom Pricing
Operational infrastructure for large organizations and multi jurisdiction teams.
- Everything in Professional
- Unlimited Entities
- Multi Jurisdiction Management
- License Management
- Tax Repository
- Advanced Permissions
- Dedicated Customer Success
- Custom Workflows
- White Glove Onboarding
- Enterprise Support
