KLEA Features
Entity Management (10)
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Legal Persons
Manage a database of legal persons, for both people and companies
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Org Charts
Provide features for create and customize org charts
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Global Entities
Track all entities accross multiple geographical locations
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Legal Tracking
Enable access to legal information such as registration and licenses
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Capitalization Tables
Create and manage capitalization tables for multiple entities
Workflow Management
Create, design and manage workflows for repetitive tasks
Ownership Tracking
Record and track numbers of shares by owner
Financial Records Tracking
Collect and store tax records and other financial documents of the organization
Due Date Tracking
Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
Activity Tracking
Track and document all activities across devices, networks, and other systems
Compliance (3)
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Security & Privacy
Securely manage and share legal entity information and documents
Forms & E-filling
Automate completion of statutory and regulatory forms and documents
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Reporting
Deliver insights into entity management and governance
Additional Functionality (51)
Critical Date Alerts
Notifications received when important dates and deadlines are coming up
Multi-Company
Manage the accounting and financial aspects of multiple locations or companies in a single location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Company Register
Data Import/Export
Import and export data to and from software applications
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Version Control
Track revisions and updates made to files and navigate between different versions
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Document Review
Review and analyze existing information across documents
Authentication
Verify the identity of users/devices to enable secure access
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Company Formation
Integrated automation system to allow enterprises to create new company holdings
Event Calendar
A list of events with their respective dates
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Electronic Filing
Transmit documents to regulatory authorities over the web
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Corporate Structure Management
Create and maintain a chart of relationships between different parts of an organization or multiple organizations and its stakeholders
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
API
Application programming interface that allows for integration with other systems/databases
Electronic Signature
Digitally sign online documents
Task Management
Create, manage and track all task activities and progression
Document Management
Store, manage, and track all electronic documents in a centralized location
Subsidiary Governance
Establish and track rules to be applied across various entities related to the main entity
Multi-Jurisdictional
Supports entities in multiple states and countries
Entity Data Management
Record and update information on legal entities
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Reports
Alter the layout and content of reports
Secure Data Storage
Securely stores data to prevent data loss or breaches
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Document Generation
Custom forms to streamline repetitious aspects of a document
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Contract/License Management
Track, store, and access client contracts or licenses
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Categorization/Grouping
Organize and group data or items based on various criteria
Registered Agent Services Integration
Integration with a registered agent service provider for efficient handling of legal and compliance documents on behalf of a business
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Storage
Store and organize documents in a centralized system
Built-In Database
A system that allows access to a database structure without relying on an external program
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