AutoCompCorp

Portfolio pilots / clear scope first

One portfolio.
One useful workflow.

Start with an assessment or an initial 30-day managed pilot. Keep your existing counsel and providers while making the corporate-action handoff easier to follow.

Understand the handoff

Portfolio workflow assessment

$1,500one-time scoped assessment

Examine how one corporate change moves through your portfolio, from the source record to the final handoff.

  • One corporate-action workflow, up to five entities
  • An entity, source and reviewer inventory
  • An ownership map, gap list and proposed pilot scope

Assessment and planning. Customer documents require an agreed secure intake. Filings and legal advice are excluded.

Plan a portfolio assessment

Put one workflow to work

Entity operations pilot

From$1,250per month, starting price

An initial 30-day managed workflow pilot for a defined entity portfolio, with an accountable customer reviewer.

  • Up to 10 entities and three officer-change cases
  • One customer reviewer and one corporate-action type
  • Request queue, exceptions, decision records and closing report

Setup, source costs and any continuation are quoted separately. A written scope confirms availability and timing.

Scope an entity operations pilot

Indicative pilot pricing in USD. Scope, availability, timing and any applicable taxes are confirmed in a written proposal. Third-party fees are separate and disclosed. No purchase or subscription starts on this website.

The first entity operations pilot

Know what is in.
Know what is done.

One officer-appointment and corporate-record-update workflow, with one authorized customer reviewer.

10 entities maximum3 officer-change cases30 initial pilot days

What your team receives

  • Entity and source-record inventory
  • A working request and approval queue
  • An exception register with named owners
  • A closing report and available completion evidence

How delivery is reviewed

  • Every scoped case has an entity, owner and current source—or a documented hold.
  • Review decisions identify the exact packet version and the authorized customer reviewer.
  • A completed case has matched completion evidence; missing evidence stays open.
  • The customer receives the queue, exception list and closing report for review.

The agreed start date follows kickoff and receipt of required inputs. Exceptions remain open until resolved. Actual appointments, signatures, filings, payments and legal advice are outside this pilot. Customer documents require a separately agreed secure intake.

Before the pilot starts

Agree the inputs.
Review the outputs.

Your inputs

A validated entity list within the cap, existing source records through an agreed secure intake, one authorized customer reviewer and timely answers to open questions.

Clear commercial terms

The proposal confirms the start date, entity and case limits, deliverables, revisions, actual fee, setup costs, third-party costs and payment terms. Continuation after the initial pilot requires written agreement.

A documented result

The pilot closes with a customer review of the agreed records and report. Cases with missing evidence remain visible exceptions; an internal case status does not certify legal compliance or establish an officer appointment.

Larger portfolios

Additional entities, action types, cases, integrations or review cycles need a separate scope. These starting prices are pilot tests, not an unlimited software subscription.

Define the first portfolio pilot

Tell us what changes.
We can map the handoff.

Prepare a portfolio brief