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Entity Management Workflow

Manage subsidiary entities including formations, registrations, and annual requirements.

Complexity: Medium | Duration: 15-30m | Category: Industry/Legal Services

Tags: entities subsidiaries formations registrations annual-reports

Workflow Diagram​

Steps​

Step 1: Form new entities​

Form new entities

Step 2: Qualify in jurisdictions​

Qualify in jurisdictions

Step 3: Maintain registered agents​

Maintain registered agents

Step 4: File annual reports​

File annual reports

Step 5: Track good standing​

Track good standing

Step 6: Update organizational document​

Update organizational documents

Step 7: Manage entity hierarchy​

Manage entity hierarchy

Step 8: Process entity changes​

Process entity changes

Step 9: Handle dissolutions​

Handle dissolutions

Step 10: Report on entity portfolio​

Report on entity portfolio

Usage​

To execute this workflow:

/workflow industry/legal-services/entity-management-workflow.workflow

See other workflows in this category for related automation patterns.