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Patricor Technologies

Corporate services

Company Registration Intake System

Selected work

Complete packages before filings startTransparent status for clients and opsLess re-keying across compliance steps

Challenge

Incorporation requests arrived as incomplete emails and documents. Staff re-entered data across forms, checklists, and SECP workflows with frequent follow-ups.

Solution

We built a guided intake flow with document checklist, status tracking, and internal review queues so registration work moved from inquiry to filing without spreadsheet chaos.

Outcome

  • Complete packages before filings start
  • Transparent status for clients and ops
  • Less re-keying across compliance steps