Question 1

Do we have to clean our data before we start?

Accepted Answer

No. Migration is part of the product. You bring the spreadsheets, exports and document folders you have today; conflicts surface as reviewable work and a person approves what becomes authoritative.

Question 2

Does this replace our ERP, tax or document management system?

Accepted Answer

No. Entiti is the legal entity operating layer between them. ERP, tax, finance, document management and your local advisors stay where they are.

Question 3

How is this different from a folder tree and a form pack?

Accepted Answer

The data model. The entity is a connected object carrying ownership, people, evidence, obligations and history, so questions can be asked across all of it and answered with sources attached.

Question 4

Can the AI be trusted with legal records?

Accepted Answer

Portfolio Intelligence never answers without showing what it read. Every material answer returns the entity records, appointments and source documents behind it, scoped to the permissions of the person asking.

Question 5

What security certifications do you hold?

Accepted Answer

We publish certifications and service commitments only once they are achieved and independently supportable. What the platform is designed around today is role- and scope-based access, traceable audit history, encryption in transit and at rest, customer data export, and documented backup and recovery. SSO/SAML and enterprise identity support expand as larger deployments mature.

Question 6

Who is this built for?

Accepted Answer

Two operating models on one graph. Corporate services and company secretarial firms administering client portfolios, and in-house legal, company secretarial, governance and tax teams governing their own subsidiaries.

Question 7

What does an Entity Health Check involve?

Accepted Answer

A structured assessment of your entity data, workflows and operating model. About eight minutes, no demo required, and nothing to install.

Question 8

What happens to our data if we leave?

Accepted Answer

You export it. Customer control of entity data is a product feature, not a negotiation.

Start with a clear structure — not a blank spreadsheet.

Legal Entity Register Template

Choose one template. Preview the fields. Download when it fits.

Global Entity Master Field List

Use it to start a conversation — not to create another uncontrolled master.

Start narrow

Keep sources

Name owners