Entity management that knows what is due, and why.
Every entity your firm touches gets its own record — formation details, ownership history, governance decisions, and the filings that keep it alive. Sapphire Legal tracks each statutory deadline against the rule that created it, and surfaces the one that is slipping before it becomes an administrative dissolution.
- Quick answer
- What is the best corporate legal software for law firms?
- Sapphire Legal is Private Legal Intelligence for corporate practice: a per-tenant platform where every entity has a real record rather than a folder. It holds formation and structure details, cap table entries and equity history, a governance events log for board and shareholder decisions, and an M&A deal pipeline with due diligence tracking. Statutory obligations — annual reports, franchise tax, registered agent maintenance — are tracked with the rule that creates them, so a deadline can be defended to a client rather than merely asserted. The AI drafts the recurring corporate documents from the firm’s own templates before anyone asks, and names what it is missing instead of inventing it. Everything runs in an isolated database and a private model environment per firm.
The filing nobody owned is the one that dissolves the company.
Corporate practice is not hard in the way litigation is hard. It is hard because it is cumulative: a dozen entities, each with its own state, its own formation date, its own annual cycle, and its own set of obligations that arrive quietly and have consequences out of all proportion to the effort of meeting them. The work is low-drama right up until the moment an entity is administratively dissolved for a report nobody was assigned to file.
Obligations are per-entity, per-state, and invisible
Annual report dates, franchise tax cycles and registered agent renewals differ by state of formation and by entity type. Across a portfolio of entities there is no single date to remember, only a calendar that has to be derived — and a spreadsheet derives it once, on the day someone builds it.
The cap table and the minute book drift apart
An issuance gets papered, the board consent gets signed, and the cap table is updated in a different file by a different person on a different day. By the time a diligence request arrives, reconciling ownership history against the governance record is its own project.
Diligence re-asks for what the firm already has
A deal opens and the request list covers formation documents, consents, equity records and material contracts — most of which the firm produced itself. Without a record organised by entity, answering diligence means re-collecting the firm’s own output from email and shared drives.
A deadline with the statute attached.
Dates are not typed in from a checklist. They are computed from the entity’s jurisdiction and type, and shown with the rule behind them.
Open an entity and Sapphire Legal records what it is and where it was formed, then derives the obligations that follow from that — the annual report, the franchise tax cycle, the registered agent requirement — and tracks each one with its statutory basis attached, so the deadline carries its source rather than a note that says "annual, I think". Governance events are logged against the entity as they happen, so the board consent, the issuance and the cap table entry are one record instead of three. When a filing window opens, the draft is prepared from the firm’s own template and waiting; when something needed to complete it is missing, the gap is named on the page rather than filled with a guess. For a fractional GC carrying several client companies, the same obligations roll up across the whole portfolio, so the entity that is slipping is visible without opening each one in turn.
- 1
Entity record and structure
Formation jurisdiction, entity type, formation date, registered agent and officers are captured as structured fields rather than as a document in a folder. The record is what the obligations are derived from, so it has to be real data.
- 2
Statutory obligations derived, not typed
Annual report, franchise tax and agent renewal dates are computed from the jurisdiction and entity type, each shown with the rule that creates it. A deadline you can point at a statute for is a deadline you can defend to a client.
- 3
Governance events logged against the entity
Board and shareholder decisions, consents and resolutions are recorded as events on the entity, in sequence, so the governance history reads as a history rather than as a pile of signed PDFs.
- 4
Cap table entries tied to the decision that made them
Equity issuances and transfers are recorded as cap table entries linked to the governance event that authorised them, which is what makes ownership history reconstructable rather than merely stored.
- 5
Documents drafted before the window opens
Recurring corporate documents are drafted from the firm’s own templates in the firm’s own language, waiting and exportable to Word when the filing window arrives. Anything built from unverified work says so on its first page.
- 6
Diligence answered from the record
When a deal opens, the due diligence pipeline draws on the entity record the firm has been keeping all along — formation documents, consents, equity history, material contracts — instead of starting a scavenger hunt through email.
What ships with the Corporate pack
The corporate module is the primary workflow on this deployment, not a matter type with a label on it.
- Entity registry with formation and structure details
- Cap table entries and equity transfer history
- Governance events and board decisions log
- M&A deal pipeline with due diligence tracking
- Statutory deadlines shown with the rule that created them
- Recurring corporate documents drafted from your own templates
- Cross-portfolio view for counsel carrying several entities
- Conflict checking across every entity and party on intake
Deal data is the most leak-sensitive material a firm holds.
Why private infrastructure matters hereA corporate practice holds unannounced transactions, ownership structures, board deliberations and valuations — for companies that are often competitors, and sometimes counterparties to each other. That material cannot sit in a shared model. Each client firm on Sapphire Legal gets its own database and its own document storage, and the AI that reads a data room runs inside Sapphire Legal’s own AWS account rather than routing to an outside provider. Nothing is used to train a model, and nothing crosses between clients, because the data never shares a home to begin with.
Where to go next
The corporate pack is one part of the platform. These are the pieces around it.
Corporate practice questions.
- Does Sapphire Legal track corporate statutory deadlines?
- Yes. Annual report, franchise tax and registered agent obligations are derived from the entity’s jurisdiction and type rather than typed in by hand, and each deadline is shown with the statutory basis that creates it. Statutory-basis tracking covers corporate, family and fiduciary matters; other practice areas use ordinary deadline tracking without the rule citation.
- Can it manage a cap table?
- It holds cap table entries and equity transfer history linked to the governance events that authorised them, so ownership history can be reconstructed with the decisions behind it. It is a legal record of equity rather than a replacement for a dedicated equity administration platform at scale.
- How does it handle M&A due diligence?
- Deals run as a pipeline with due diligence tracking against the entity record the firm already maintains. Because formation documents, consents, equity history and material contracts are recorded per entity as the work happens, a diligence request is answered from what is already there rather than re-collected from email and shared drives.
- Is this useful for a fractional general counsel?
- It is the practice area most fractional GCs live in. Each client company is an isolated workspace with its own entities and obligations, and the Portfolio Command Center rolls every one of them up, so the entity that is slipping is visible without opening each client in turn. The Fractional GC plan includes your first three client firms.
- Does the AI draft corporate documents on its own?
- It prepares drafts from your own templates, in your firm’s language, and has them waiting rather than requiring a prompt. Nothing is filed or sent without an attorney approving it, where an input is missing it names the gap instead of inventing it, and a document built from unverified work says so on its first page.
- Does our corporate data train an AI model?
- No. The AI runs inside Sapphire Legal’s own AWS account rather than calling OpenAI, Anthropic or any other outside provider, so deal material never reaches a third-party model. It is not used for training, not retained by an AI vendor, and not pooled with any other customer’s data. Each client firm has its own database and its own document storage.
See it on your own entity list.
Tell us how many entities you carry and the states they are formed in. We will walk the obligations the platform derives from that, with the rules attached, rather than a demo data set.
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