Welcome to Briefcase
Gather, organize and plan business-critical activities.
As you grow your business, Briefcase grows with you and helps you manage staff, shareholders, files, meetings, obligations, contracts, and stakeholders.
For example, do you know where your staff contracts are?
Staff emergency contacts?
Do you know when to have the next annual review meeting?
What about that important company document your lawyer sent you?
It’s all readily available on Briefcase.
All stakeholders in one place: Owners, Board, Staff, Management and external stakeholder (lawyer, accountant, financial institution)
Ownership and company structure: Cap table, Shareholder register, KYC, org chart, corporate org chart (hold co, subsidiary)
Secure storage: Company documents (articles, incorporation, paid in capital etc), contracts, staff agreements all with audit trail.
Here are a few (very few) examples of what you can solve:
- Handling your staff and their contracts, as well as up-to-date contact information
- Handling Document Retention (You never know when you'll have to prove your business' legitimacy. Luckily it's as simple as adding once on Briefcase, and you can download a pack to display when prompted)
- Storage of sensitive data and documents