Workspace software
Company records and ownership
Keep sourced facts, registrations, effective-dated relationships and a direct ownership map together.
Where to find it: Entities; Operations → Sourced facts / Ownership & authority
Explore the platform
One company record. Every next step. Proof when the work is done.
Find the tools available in your workspace and see where real provider activation is still required. Start with the public sample or open the relevant signed-in workspace.
Tools you can use in the workspace
Workspace software
Portfolio intake and assigned work
Preview CSV imports, resolve exceptions, create assigned task batches and review each company’s outcome.
Where to find it: Operations → Portfolio / Import companies
Workspace software
Orders, approvals and completion PDFs
Review the exact scope and separate fees, preserve decisions and download readable summaries alongside original evidence.
Where to find it: Orders → select an order → Service deliverables
Workspace software
Jurisdiction matrix and deadlines
See profile and registration sources, unknown verification, upcoming obligations and responsible owners.
Where to find it: Operations → Jurisdiction matrix; Calendar
Workspace software
Document versions and portable evidence
Keep originals, versions, review decisions and retention history. Original-evidence workflows require a configured malware scanner.
Where to find it: Documents; Operations → Exports & integrations
Workspace software
Operational reviews and readiness
Assign remediation, review exceptions, track pilot economics and record genuine control-test evidence.
Where to find it: Operations → Review desk / Blueprint coverage
Sign-in, workspace role, source evidence and applicable plan limits still apply. Viewing a tool does not activate an external service.
All 28 service planning and evidence workflows
These are software delivery requirements, not 28 activated commercial offerings. Every new planning order receives its own versioned requirements. Real fulfillment must have reviewed coverage, an actual provider where needed and valid authorization.
D01 · Intake and migrationPlanning and evidence workflow
Required outcomes
- Reconciled company profile · source-linked record required
- Approved source-to-target mapping · inspected original required
- Conflict decisions and reconciliation report · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer/source verification and current independent review are still required.
Open a planning order →D02 · FormationPlanning and evidence workflow
Required outcomes
- Approved formation draft · inspected original required
- Accepted formation document · inspected original required
- Customer launch checklist · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Filing partner and reviewed jurisdiction forms
Open a planning order →D03 · Entity recordPlanning and evidence workflow
Required outcomes
- Sourced and dated company fact sheet · inspected original required
- Verified registration list · source-linked record required
- Officer/manager and authority register · source-linked record required
- Document index · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer/source verification and current independent review are still required.
Open a planning order →D04 · Registered-agent coordinationPlanning and evidence workflow
Required outcomes
- Approved appointment/change packet · inspected original required
- Provider activation confirmation · inspected original required
- Coverage and renewal terms · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Registered-agent provider and appointment acceptance
Open a planning order →D05 · Notices and mailPlanning and evidence workflow
Required outcomes
- Original scanned notice and receipt metadata · inspected original required
- Category and routing reference · source-linked record required
- Notification delivery reference · source-linked record required
- Recipient acknowledgement reference · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Physical mail/notice provider
Open a planning order →D06 · Compliance calendarPlanning and evidence workflow
Required outcomes
- Applicable reviewed rule version · source-linked record required
- Dated obligations and responsible parties · inspected original required
- Unknown coverage and deadline exceptions · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer/source verification and current independent review are still required.
Open a planning order →D07 · Recurring filingPlanning and evidence workflow
Required outcomes
- Approved report · inspected original required
- Accepted filing artifact · inspected original required
- Updated next obligation and source rule · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Filing partner or reviewed manual fulfillment
Open a planning order →D08 · Document vaultPlanning and evidence workflow
Required outcomes
- Document index and version provenance · source-linked record required
- Scoped access and share review · source-linked record required
- Original-artifact export verification · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer/source verification and current independent review are still required.
Open a planning order →D09 · Orders and pricingPlanning and evidence workflow
Required outcomes
- Approved itemized quote and renewal terms · inspected original required
- Exact-version consent reference · source-linked record required
- Recorded payment or explicit unpaid outcome · source-linked record required
- Refund/reconciliation outcome or no-refund explanation · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer/source verification and current independent review are still required.
Open a planning order →D10 · Human supportPlanning and evidence workflow
Required outcomes
- Linked case history and accountable owner · source-linked record required
- Resolution and customer next action · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer/source verification and current independent review are still required.
Open a planning order →D11 · Foreign qualificationPlanning and evidence workflow
Required outcomes
- Reviewed jurisdiction requirements checklist · inspected original required
- Source-state supporting documents · inspected original required
- Authorized application · inspected original required
- Accepted foreign registration · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Jurisdiction specialist and filing capability
Open a planning order →D12 · Corporate changesPlanning and evidence workflow
Required outcomes
- Before/after change comparison · inspected original required
- Exact change authorization · inspected original required
- Accepted amendment artifact · inspected original required
- Effective date and affected jurisdictions reconciled · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Reviewed amendment procedure and filing capability
Open a planning order →D13 · Certificates and retrievalPlanning and evidence workflow
Required outcomes
- Official retrieved record · inspected original required
- Issuing authority, retrieval date and request reference · source-linked record required
- Fresh retrieval versus stored-copy disclosure · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Issuing authority or retrieval partner
Open a planning order →D14 · GovernancePlanning and evidence workflow
Required outcomes
- Reviewed resolution, consent or minutes · inspected original required
- Authority and customer/legal approval reference · source-linked record required
- Signed version and signature provenance · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Appropriate governance templates and customer/legal approval; electronic signing requires a provider
Open a planning order →D15 · Portfolio reportingPlanning and evidence workflow
Required outcomes
- Scoped dated entity/jurisdiction report · inspected original required
- Deadlines and filing exceptions · source-linked record required
- Recorded service-spending summary · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer/source verification and current independent review are still required.
Open a planning order →D16 · Partner workspacePlanning and evidence workflow
Required outcomes
- Authorized client relationship · source-linked record required
- Accepted scoped delegation reference · source-linked record required
- Branded progress report · inspected original required
- Consolidated billing statement or explicit no-charge outcome · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer/source verification and current independent review are still required.
Open a planning order →D17 · DomainPlanning and evidence workflow
Required outcomes
- Registrar confirmation · inspected original required
- Customer ownership/control reference · source-linked record required
- Authorized DNS configuration and verification · source-linked record required
- Renewal and portability handover · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Registrar account
Open a planning order →D18 · EmailPlanning and evidence workflow
Required outcomes
- Mailbox provider activation · inspected original required
- DNS verification evidence · source-linked record required
- Setup and recovery/transfer guide · inspected original required
- Customer-controlled account reference · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Email provider account
Open a planning order →D19 · PhonePlanning and evidence workflow
Required outcomes
- Carrier number activation · inspected original required
- Routing configuration and test-call evidence · source-linked record required
- Account access and portability instructions · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Carrier account
Open a planning order →D20 · WebsitePlanning and evidence workflow
Required outcomes
- Customer-approved publication scope · inspected original required
- Working site URL and domain mapping · source-linked record required
- Content/asset ownership and export terms · source-linked record required
- Website handover guide · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Customer hosting/domain scope and assets
Open a planning order →D21 · Merchant processingPlanning and evidence workflow
Required outcomes
- Reviewed application checklist · inspected original required
- Provider underwriting outcome · inspected original required
- Settlement/reconciliation source references · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Merchant provider underwriting
Open a planning order →D22 · Trademark monitoringPlanning and evidence workflow
Required outcomes
- Monitoring scope and coverage limitations · source-linked record required
- Provider alert evidence · inspected original required
- Dated monthly monitoring report · inspected original required
- Review referral or explicit no-referral rationale · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Trademark monitoring provider and coverage
Open a planning order →D23 · Legal accessPlanning and evidence workflow
Required outcomes
- Authorized licensed-partner engagement/referral · inspected original required
- Attorney appointment and eligible scope · source-linked record required
- Partner-owned authorized advice/document reference · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Licensed legal partner
Open a planning order →D24 · Outsourced back officePlanning and evidence workflow
Required outcomes
- Operating service contract and scope · inspected original required
- Approved support/collection scripts · inspected original required
- Operator training and scoped-access verification · source-linked record required
- Handled case and activity report · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Service contract and trained operators
Open a planning order →D25 · Enterprise controlsPlanning and evidence workflow
Required outcomes
- Dated access and approval audit · inspected original required
- Verified portable export reference · source-linked record required
- Onboarding/security materials · inspected original required
- Contracted support and tested-control evidence references · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Contracted controls, identity provider where required, and real operating tests
Open a planning order →D26 · LicensingPlanning and evidence workflow
Required outcomes
- License register and reviewed local coverage · inspected original required
- Supporting application and receipts · inspected original required
- Reviewed renewal tasks and responsible parties · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Local/industry coverage specialist
Open a planning order →D27 · ClosurePlanning and evidence workflow
Required outcomes
- Reviewed remaining-obligation checklist · inspected original required
- Approved dissolution/withdrawal packet · inspected original required
- Accepted closure records · inspected original required
- Residual obligations and responsible parties · source-linked record required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Reviewed closure dependencies and applicable filings
Open a planning order →D28 · International administrationPlanning and evidence workflow
Required outcomes
- Country-specific coverage and limitations · inspected original required
- Authorized local-partner instructions · inspected original required
- Accepted local artifacts and provenance · inspected original required
- Next action, responsible party and future obligations · source-linked record required
Activation dependencies
Country-specific local expertise and partner
Open a planning order →What still needs real-world activation
Fulfillment partners
Filing, registered-agent, physical mail, registrar, email, phone, merchant and licensed-specialist services need actual accounts, reviewed scope, agreements and acceptance.
Configured connections
Scanner, optional model assistance, identity provider, electronic signatures and contracted notification coverage need configuration and real end-to-end tests.
Commercial activation
Confirmed prices, recurring terms, coverage and owner-managed payment acceptance are required before selling a service. A planning record is not a purchase.
Measured operating evidence
Real buyer interviews, authorized competitor evaluation, customer pilots and production recovery/load exercises remain business and operational work.
No guaranteed agency turnaround, blanket legal compliance, independent certification or universal competitor superiority is claimed.