Corporate services
Corporate-services firms - corporate secretarial, company formation, fund administration, share registry, share plan management, and investor services - run on service-level promises, client relationships, and regulated judgment. Fee negotiations happen over email and get lost before billing. Client and mandate context lives in the heads of the people who took the call. When staff turn over, the relationship and the service history leave with them. Paperbase is the memory layer for corporate services. Deployed in your cloud or fully air-gapped, it keeps client intelligence, service commitments, and institutional knowledge inside the organization, under the regulatory scrutiny these firms live under.
Institutional memoryTeam contextDecision rationaleExpand capacity for your team
When client-service, operations, and administration teams can securely use AI grounded in the firm's own record, you free up time for the work that retains clients and keeps them compliant: service, follow-through, and governance. The account manager stops re-learning the client. The operations lead stops re-hunting the SLA. The compliance officer stops re-assembling the mandate history.
The first two are from a real regulated corporate-services discovery. The third is the SLA-promise framing from the same record; the last is the approved directional stat band. Replace with pilot-measured corporate-services numbers before public launch.
Drive efficiency + productivity across your organization
Paperbase lets corporate-services firms securely deploy AI that answers from the firm's own record, not from a generic model's guess. Use cases:
Fee and service negotiations happen ad hoc over email and WhatsApp; the invoicing cycle happens months later. What was promised is forgotten, and revenue leaks.
With Paperbase: With Paperbase, the negotiation trail is captured as it happens. Every fee agreement, every concession, every commitment is dated and sourced, so nothing is lost between the conversation and the bill.
Corporate-services firms promise to respond within set hours but cannot easily tell if they do. Dashboards show the process, not the outcome.
With Paperbase: With Paperbase, a COO-level dashboard tracks service-level promises against actual response and delivery, surfacing client churn and reputation risk before it bites.
Fund administration, share plans, and corporate-secretarial firms manage mandates across many clients. Comparing structures and service levels across them is manual and slow.
With Paperbase: With Paperbase, cross-client benchmarking - compensation structures, service levels, mandate terms - is grounded in the firm's own record.
A call center handling thousands of calls needs every prior interaction at hand. Without it, each caller re-explains their history to a new person.
With Paperbase: With Paperbase, the front line works from institutional memory of every prior interaction, with full-context escalation when a human must step in.
Corporate services sit under regulators (MAS, SEC, ASIC). The board minute, the approval rationale, the mandate change - the reasoning must be reconstructable on demand.
With Paperbase: With Paperbase, every decision carries its rationale and source as a permanent, attributable record.
Fund and client data, and the access controls around it, are regulated. Public AI tools learn from what they see.
With Paperbase: With Paperbase, nothing runs on our infrastructure unless you choose to deploy it there. Your cloud, your keys, your models, or fully air-gapped. No training on your data. No silent copies.
Getting started is easy
Get up and running with Paperbase in under an hour, on your infrastructure. A thirty minute walkthrough shows you what gets captured, verified, and returned behind the next decision.
Compliance
Our posture is documented in the controls and deployment plan, making it easy for your security team to evaluate.
Bring one workflow. We will show you what Paperbase changes.
Talk with our team