Help Center

How to use CorpSec AI.

Practical, plain-English guides to every part of the product — what each module does, the exact buttons to press, and honest labels wherever a feature runs on demo data or is still on the way. Looking for the Singapore compliance rules themselves? See Resources.

Getting started

New to CorpSec AI? Start here. Create your workspace, load your client book and let the AI draft your first document — in minutes, not days.

Start hereGetting started in a few minutesSign up, run the six-step setup wizard, load a sample client book with one click, create your first task and generate your first document — end to end.Open →

The three-column workspace

CorpSec AI is one screen: your work on the left, an AI conversation where things actually get done in the middle, and the record on the right. These two guides make the whole layout click.

The three-column workspaceLeft = tasks grouped by company. Centre = the chat where work gets done, with the step card you need to act on. Right = the record across ten tabs: Details, Document, Workflow, Activity, plus Insights, Fields, Signing, Verification, Compliance and Memory.Open →AI chat and memoryHow the centre-column conversation drives the work ("button > input box"), how to drag files or snap a photo straight into a task, and how AI Memory learns your client so it stays consistent over time.Open →

Tasks and workflows

A task is one piece of corporate-secretarial work. Behind it, a workflow of steps carries it from start to finish. Learn how to create tasks, and how admins tailor the steps.

Tasks and workflows23 task types, the 7 step types, the 4 execution modes (auto, AI draft, AI assist, manual), and why task status is calculated from its steps — never set by hand. Includes the New Task box (Quick Create vs Just Chat).Open →Customize workflowsCopy a system workflow template, rename steps, change how each step runs, add or remove your own steps, and save it as a firm template. Statutory steps stay locked.Open →TemplatesThe document and workflow templates behind the AI drafts, and how your firm can shape them.Open →

Documents, forms and signing

Ask for a document in plain language and the AI drafts the right one. Then review it, get it signed, or send a client a form to fill in.

DocumentsAI drafts the correct .docx, you review it, change wording by selecting text and commenting (targeted edit), then download or share a link with an access code. Guarded edits and versioning included.Open →Forms and signingSend a client a secure form to collect information, and use the built-in e-signature flow — signing links, signature capture and status tracking — with no third-party account.Open →

Clients and data

Everything hangs off your client companies. Add them, import a whole book at once, keep their data clean, and let the AI file your documents to the right company automatically.

CompaniesAdd a company, open its workspace (Tasks / AI Chat / Docs), and see how complete its data is at a glance.Open →Import your client bookUpload an Excel or CSV. The AI reads your columns — English or Chinese headers — you review the mapping, check the preview, and create hundreds of companies in one click.Open →Data governanceField-level data quality with source and confidence, conflict resolution, compliance deadlines and data completeness — the control room for how trustworthy each client record is.Open →Document InboxDrag in a whole folder, drop a zip, or pick many files. The AI reads each one, recognises its type, and files it to the right company — anything it cannot place waits in Pending Review for a one-click assign.Open →

Compliance and KYC

The parts that keep you on the right side of ACRA and the AML rules: due diligence, the compliance gate, the inspection evidence pack, and the Singapore rules themselves.

KYC & complianceDue diligence, screening, risk rating, enhanced due diligence, periodic review, and the hard gate that stops a document going out before KYC is done.Open →Inspection packPull together the evidence a regulator asks for, per client, in one place — ready to hand over.Open →Singapore regulatory referenceThe ACRA and AML/CFT rules CorpSec AI is built around — annual returns, AGMs, RORC, filing deadlines, who carries each duty and what a miss can cost. Every citation labelled by how firmly it is verified.Open →CSP practice & the RFA / QI regimeWhat a corporate service provider is in Singapore, how it is registered and qualified — from Registered Filing Agent (RFA) / Qualified Individual (QI) to the CSP Act 2024 and the RQI — plus the role’s duties and liability risks.Open →Singapore CSP glossaryEvery term a CSP meets in a working day — ACRA, BizFile+, UEN, AR, AGM/EGM, RORC, CDD/EDD, UBO, RQI, RFA, FYE, ECI, striking off and more — defined, with its verified legal basis where we have one.Open →

Account, team and security

Set up your firm, invite colleagues with the right roles, understand your plan, and see exactly how your data is protected.

Team & rolesInvite colleagues, understand the roles (Admin, Reviewer, Preparer, Viewer, RQI), four-eyes approval, and requesting advanced features.Open →SettingsYour firm profile, approval rules, service rates, templates and billing — all in one place.Open →Security & your dataHow sensitive personal data is masked and encrypted, why the audit trail can never be edited, and how to export everything you hold.Open →Billing & plansHow pricing, usage limits and plans work.Open →

On the go

CorpSec AI works on a phone too — review, approve and sign from anywhere.

Mobile appUsing the workspace on a phone: the drawer, the bottom sheet, and snapping a photo of a document straight into a task.Open →

Playbooks — end to end

Follow a whole job from start to finish. These walk you through a real piece of corporate-secretarial work, click by click.

Business scenarios — overviewA map of the end-to-end playbooks and when to reach for each one.Open →Onboard a new clientFrom an empty workspace to a fully set-up company with its compliance calendar lit up.Open →Handle a director resignationThe full cessation flow: verify, draft the resolution, four-eyes review, sign, file and update the register.Open →Run a periodic KYC reviewRe-check a client on its review date: refresh due diligence, re-screen, re-rate and record the outcome.Open →Import an existing book of clientsMove hundreds of long-standing clients from a spreadsheet into CorpSec AI without re-typing anything.Open →Prepare for an ACRA inspectionPull together the evidence a regulator asks for, per client, in one place.Open →

Ready to try it?

Create your workspace, load a sample client book, and watch the AI draft your first filing — you just confirm.

Get started free →