Entity Management Services
Gain confidence and control over critical entity compliance
Navigating entity compliance with confidence
Managing entity compliance is increasingly complex, especially in today’s environment of heightened regulation and limited resources. Companies without robust entity management software risk compliance gaps and miss a golden opportunity to introduce critical efficiencies into their governance program.
CSC Entity ManagementSM simplifies and centralizes the governance of your global entity portfolio. We combine award-winning software with expert support, providing a powerful intersection of service and technology that helps teams work more efficiently, maintain control, and reduce risk. AI-powered features further support these efforts by streamlining document-heavy workflows, helping teams move faster, reduce manual effort, and stay focused on higher-value work.
Services
CSC’s Entity Management service brings together industry-leading technology and experienced compliance professionals to act as an extension of your team. When CSC serves as your compliance partner, critical data and documents flow directly into the platform, ensuring your entity records are always accurate, complete, and up to date.
The result is real-time visibility and control over your entity portfolio, powered by a centralized knowledge base that proactively drives and automates compliance events. With CSC Entity Management, clients can:
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Maintain sensitive officer and director data
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Create transparency around officer and director changes via a human capital management integration with Workday®
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Store, manage, and search minute book and governance documents electronically
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Leverage AI to simplify document management, including bulk document imports, automated entity and folder routing, and instant summaries of key content
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Generate documents via an intuitive guided workflow and route electronic signature requests with Docusign®
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Track ownership, stock, and shareholder information
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Automate the creation of advanced structure charts
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Visualize potential or pending changes to ownership structures via structure chart modeling
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Establish an unlimited number of custom fields to track unique entity data
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Track Doing Business As (DBA) names, prior names, and merger history
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Manage upcoming compliance due dates, including annual reports, and other critical filings
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Generate strategic reports for auditing, entity tracking, and decision-making purposes
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Establish custom data and document integrations between CSC Entity Management and enterprise or third-party systems via a secure bi-directional entity application programming interface (API)
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Submit electronic filings directly with Companies House for U.K. subsidiaries and the Securities and Exchange Commission (SEC) for publicly traded U.S. companies with Section 16 obligations via prebuilt integrations
What makes CSC Entity Management different?
Service integration
Service integration
Governance data and legal documents auto-sync with CSC services, cutting manual work.
Configurable and Scalable
Configurable and Scalable
Designed to scale and flex with your entity governance, compliance, and reporting needs.
Automated Compliance Calendar
Automated Compliance Calendar
Built-in tools auto-manage U.S. and global deadlines like annual reports and key filings.
Enterprise-Grade Security
Enterprise-Grade Security
The CSC platform is backed by the highest levels of enterprise security, availability, and resilience.
Transparent Pricing
Transparent Pricing
One flat fee. Unlimited users. Full features, updates, training, and expert support included.
Related resources
Entity Management:
Complete Global Compliance Guide
Ask The Expert:
Considerations For Entity Management Software
Future Proof Your Entity Management
Five Reasons to Adopt a Collaborative Model for Global Entity Management
Webinars to watch
Global Entity Management: How to Successfully Manage a Multinational Entity Portfolio
Discover strategies for overseeing a multinational entity portfolio, ensuring compliance, and improving visibility across jurisdictions.
Top Considerations for Selecting Entity Management Software
Learn what legal and compliance leaders should evaluate when choosing entity management technology, including integration, scalability, and support.
Streamline Entity Management with CSC
Learn what legal and compliance leaders should evaluate when choosing entity management technology, including integration, scalability, and support.
Awards
Named Best Entity Management System for 11 years running by readers of the New York Law Journal
Recognized as Most Used Provider for Corporate Governance and Entity Management in the Corporate Legal Operations Consortium (CLOC) 2021 State of the Industry report
Recognized by the National Law Journal as a 2022 Legal Technology Trailblazer
Frequently Asked Questions (FAQs) on Entity Management
Entity management is the process of organizing and maintaining accurate records for a company’s legal entities across jurisdictions. It includes tracking ownership structures, officer and director information, compliance deadlines, and governance documentation. Effective entity management supports transparency, minimizes regulatory risk, and strengthens overall corporate governance.
Entity management software is a digital platform designed to centralize and streamline the tracking, reporting, and governance of corporate entities. It helps legal and compliance teams manage entity data, automate annual compliance requirements, maintain organizational charts, and ensure regulatory filings are completed on time. Solutions like CSC Entity Management® also integrate with platforms such as Workday® and DocuSign® to further simplify workflows and reduce risk.
Strong entity management is essential for maintaining legal and regulatory compliance, especially for organizations operating in multiple jurisdictions. It ensures timely filings, accurate ownership records, and proper documentation—reducing exposure to fines, audits, or reputational damage. With a robust entity management system in place, companies gain operational efficiency and greater confidence in their corporate governance processes.
Entity management focuses on the operational and administrative tasks required to maintain compliance for legal entities—such as tracking filings, maintaining minute books, and updating officer and director information. Corporate governance, by contrast, refers to the broader framework of rules, practices, and processes used to direct and control a company. While entity management supports corporate governance, it is one component of a larger governance strategy.
The CSC Entity Management® platform is used to streamline global entity governance by centralizing data, automating compliance tasks, and improving visibility across a company’s entire entity portfolio. It offers integrated features like org chart generation, cap table management, compliance tracking, Workday® and DocuSign® integrations, and secure document storage—all backed by CSC’s unmatched service and security.
CSC Entity Management® is used by legal departments, compliance professionals, corporate secretaries, and governance teams at organizations of all sizes—especially those managing complex or multinational entity portfolios.
Further reading on entity management best practices
For those exploring how to optimize entity governance, these CSC resources offer additional insights:
What Is Entity Management?
Get grounded in the fundamentals of legal entity management and explore strategies for creating a sustainable, compliant program that scales with your organization.
15 Steps to Mastering Corporate Entity Management
A detailed guide that walks through the full entity life cycle—ideal for professionals looking to reinforce compliance and streamline operations.
Ask the Expert: Considerations for Entity Management Software
A detailed guide that walks through the full entity life cycle—ideal for professionals looking to reinforce compliance and streamline operations.