Onboarding an Entity

You can initiate the onboarding process for an Entity by following the steps below:

1. Click the global Create button
2. Click the Entity Onboarding
3. Fill the form:
   • Entity Name
   • Corporation Number
   • Entity Jurisdiction
   • Office Name
   • Type of entity creation:
     • Incorporated
     • Amalgamated
     • Continued
     • Registered
   • Responsible Lawyer/Clerk (optional)
4. Upload the minute book (PDF).
5. Click Submit.

After submitting the minutebook, the our Onboarding Specialists will work on the documents to prepare and upload all the data in the application. While we're working on the onboarding of the entity, the status of the entity will be In Progress . Depending on the complexity of the entity's minutebook, it may take some time to process the data.

Once the entity's data is complete, we will send a review for approval to the firm. If it's approved, the entity status will be in Active.