Professional Services

Confidence for every client

Athennian enables legal, tax and finance firms and consultancies to manage client needs efficiently with streamlined workflows, real-time data and consistent access across teams and jurisdictions.

Solving for professional service needs

Seamless Client Collaboration

Support internal and client teams with secure access to accurate data and easy-to-use workflows, improving adoption and reducing back-and-forth.

Integrated, Scalable Management

Work across clients and systems without duplication or data loss, with entity data integrated across your tech stack for smoother workflows and reporting.

Better Service Delivery

Automate manual processes, reduce rework and improve data quality so your team can focus on delivering high-value service, not fixing spreadsheet errors.

Athennian Delivers

  • Client-specific entity and document management
  • Custom templates and automated document workflows
  • Shared access with role-based permissions
  • Version control and audit history
  • Cross-jurisdictional compliance and deadline tracking
Get Started

Trusted by Leading Global Organizations

Athennian is very user-friendly. Features like changing a director over multiple entities, creating docs to effect change of directors, or creating new entities are all easy to perform. Athennian makes me look like a superstar!

β€” Michelle Lowther
Assistant Corporate Secretary

Teams in other countries can go in, pull documents and do not have to wait on email responses or timezone differences. Anything they need, it's all right at their fingertips. That's a huge win.

β€” Deanna Venello
Legal Operations Manager

My favorite Athennian feature is the virtual minute book. I love that you can pull a folder, download everything and share with othersβ€”it is exactly what I was looking for. I use it all the time.

β€” Melody Gibson
Senior Paralegal

With Athennian, we know our records are 100% current. Documents are updated in real-time versus sitting on a shelf waiting to be updated. Athennian saves us so much time and energy.

β€” Jocelyn Rush
Corporate & Tax Paralegal

We’ve cut entity creation time by 87% with Athennian. Athennian provides our clients with real time access to their corporate organizational records from anywhere.

β€” Bill Kaiser
Capital Partner

One solution for modern entity management and governance ops

Entity & People Records

Record entity details, appointment, addresses, KYC, registrations and compliance details in reportable and searchable profiles.

Learn More

Equity & Debt Structures

Manage cap tables, equity and debt transactions, records and structure across industries.

Learn More

Structure Charts

Instantly produce dynamic charts that reflect ownership, governance and commercial relationships.

Learn More

Controls & Governance

Control and monitor your source of truth with granular permissions, audit trails and custom fields to ensure data integrity.

Learn More

Document Management

Store, edit and automate templates, use electronic signatures, and control access to sensitive documents.

Learn More

Appointments/D&O

Record, link and automate any appointment such as director, officer, power of attorney or signing authority.

Learn More

Tasks & Reports

Track compliance dates and significant events, and create custom task lists for various activities and milestones.

Learn More

Athennian AI

Remove the cost, time and risk of manual data entry and initial onboarding, M&A and ongoing maintenance.

Learn More

Get a solid foundation for your governance ops

Talk to us about how Athennian can help your teams today.

Request a demo

Frequently Asked Questions

How does Athennian streamline entity management for client accounts?

Firms can manage multiple clients and entities from a single platform, using shared templates and customizable workflows. This helps reduce manual tasks, eliminates duplicate records and supports more consistent service delivery across teams and jurisdictions.

Can Athennian be integrated into our existing tech stack?

Yes. Athennian supports API access and platform integrations, enabling firms to connect entity management to billing, document management or other core systems. This reduces the risk of errors and creates a more connected client experience.

How does the platform support client collaboration?

You can provide clients with permission-based access to specific records or workflows. For example, clients can be allowed to review documents, approve filings or download ownership charts. This reduces the back-and-forth involved in manual requests.

What’s the impact on service quality and efficiency?

With audit trails, automated templates and centralized data, professional services teams can reduce the rework and inconsistencies that often come with manual entity management. This enables your staff to spend more time on value-add advisory work.

Does Athennian accommodate different client needs?

Yes. Whether your firm works with startups, global corporations or trusts, Athennian can adapt to the compliance needs and workflows of each client, all managed from a single interface.