KMSC Law, a full-service firm based in Canada, has been serving clients for nearly a century. Like many law firms, KMSC had adopted technology and automation to refine their entity management. Yet, some steps remained manual, leaving their lean administrative team to juggle repetitive filings and document uploads.

“We had built templates that worked for us,” says Todd Strang, Partner, Corporate Department, “but a lot of the process was still time-consuming. Uploading especially took more review and manual effort than we wanted.”

The Challenge: Limited Access and Time-Intensive Processes

Before Athennian, KMSC used a combination of technology solutions, including an automated platform and an in-house system that had served the firm well for years. However, those systems were hosted locally and didn’t offer the cloud-based access or integrations that clients and referral sources had begun to expect. While much of the work was already automated, tasks like document uploads and reviews still required some manual effort.

“There wasn’t one big breaking point,” Todd recalls, “but we knew we needed a more streamlined system that would help us reduce repetitive work and make filings faster.”

The Solution: Unlocking Efficiency with AI

KMSC chose Athennian to centralize data and workflows, gain secure cloud-based access and integrate with tools such as DocuSign — capabilities that had become essential to meeting client and referral expectations. The biggest win came from Athennian’s new AI-assisted features.

“The AI feature is certainly the best feature, especially for the annual return process. It’s WAY faster and much smoother.”

With Athennian’s centralized AI upload feature, the team has seen significant time savings on document uploading, while also improving accuracy and reducing manual review.

Bulk document generation also proved valuable. As Todd explains: “We use bulk generation primarily for annual returns right now, but it’s helped a lot. Documents generate faster, and it takes less manual effort.”

Results: Faster Filings and Greater Accessibility

With Athennian in place, KMSC has streamlined high-volume, repetitive tasks and gained the flexibility of cloud-based access for their team and clients.

• 50% less time spent on document uploading with AI
  
  
• Faster and smoother annual return filings
  
  
• More confidence in accuracy across uploads and bulk generation
  
  

“AI has really changed how we work,” Todd says. “It makes the repetitive side of entity management so much faster, which lets us focus more on client work and strategic projects.”

Looking Ahead

KMSC is eager to see how Athennian continues to expand AI across workflows. One feature they’d love to see next? AI-powered share issuance.

“Having AI generate the required details directly in the Share Issuance tab would make that process even more efficient,” Todd explains. “The more we can apply AI across workflows, the more time we’ll get back.”

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