Scaling Smarter: How Mitratech Optimized Entity Management for Growth

Mitratech powers over 24,000 legal, risk, and HR companies worldwide, helping them work smarter, manage risks, and stay ahead of regulations with automation-driven, cloud-based solutions. 

But growth comes with growing pains. Mitratech’s entity management process was bogged down by spreadsheets, manual updates, and scattered information across OneDrives and different teams. Even pulling basic entity data meant digging through files or outsourcing to external counsel — wasting time and resources.

"It was clear we needed a better way to manage entity information — especially for KYC requests and board reports," says Adrian Jackson, Associate General Counsel at Mitratech.

Seeing an opportunity to minimize duplicate work and speed up response time  to key business requests, Mitratech worked quickly to begin evaluating solutions for an automated entity management solution.  

Why Mitratech Chose Athennian

When it came to the entity management process, Mitratech recognized room for improvement — the team wanted to put the time currently spent hunting down entity data and wrangling outdated spreadsheets into more strategic, client-oriented initiatives. They needed a system that cut through the clutter and let their teams work smarter, not harder.

That’s when Athennian stood out. Having worked together as technology partners, Mitratech already had a front-row seat to how smoothly Athennian’s entity solution operated for Mitratech’s customers. 

“We reviewed Athennian and other entity solutions in the market. But, as partners, we had seen how seamless their platform was. Athennian made the most sense,” says Adrian.

Choosing Athennian wasn’t just about adding another tool to the tech stack — it was about redefining how they managed entities. They needed clarity, speed, and a system that made collaboration easy. Athennian checked all those boxes and more.

“It just saves time – I love that,” said Adrian. 

The Impact of Athennian on Mitratech’s Entity Workflows

Immediate Results: 98% Faster Org Chart Creation

One of the biggest time-saving features for Mitratech was the ability to generate structure charts with ease. Previously, Adrian and his team spent up to an hour preparing charts in PowerPoint and PDFs.

“With Athennian, I can generate structure charts instantly. It used to take 45 minutes to an hour sometimes, but now it takes seconds. It’s been a very powerful feature for me."

This automation not only saves time but also ensures that the data presented in the charts is accurate and up to date, supporting informed decision-making across the organization. 

Improved Collaboration Across Teams

Before Athennian, Mitratech’s legal, compliance, and finance teams each maintained their own version of entity records. If discrepancies in data arose,  simple requests could turn into a frustrating game of back-and-forth emails.

Now, everything is connected. With Athennian, teams no longer waste time tracking down information; they work from a single, live data source, ensuring accuracy and efficiency across the board.

"Our accounting and tax teams are using Athennian too. Earlier, requests meant constant back and forth — it was overwhelming. Now, everyone is working from the same source of truth."

Better Compliance Management

Finance and tax teams handle state-by-state registrations directly in Athennian, making compliance faster and more efficient than ever.

"Our tax and finance teams now input all their data directly into Athennian. It’s great to see broader adoption across departments — we're finally all on the same page."

Strategic Partnership and Future Growth

Technology partnerships aren’t just about using the same tools — they’re about driving real impact. For Mitratech, working with Athennian has done more than boost efficiency; it has transformed how teams collaborate, eliminated silos, and streamlined operations across departments.

“Athennian has become an invaluable partner to Mitratech. Athennian has helped to consolidate a lot of entity data, which has allowed many departments to increase efficiencies and organization."

But the impact doesn’t stop there. By using Athennian, Mitratech is not only improving its internal workflows but also reinforcing the value of the solution for its own customers. This firsthand experience gives them deeper insights into how entity management can be optimized — insights they can reinvest into better serving their clients.

"Our growing relationship has become a collaborative partnership, creating a synergy that can result in offering new features and services to our respective customers, which has been enhanced due to Mitratech’s familiarity and use of Athennian."

By embracing automation and strengthening this partnership, Mitratech isn’t just scaling smarter — it’s helping its customers do the same with a more efficient, technology-driven approach to entity management.