Getting started with CorpSec AI

Step 1 — Create your account

Go to the sign-up page and create your workspace. You only need an email and a password (at least 8 characters). This is a real account backed by secure authentication — there is no long form to fill in.

1. Open the sign-up pageClick Start free in the top-right of the website, or go straight to /signup.
2. Enter your email and a passwordUse your work email. The password must be at least 8 characters.
3. Click "Create account"If we send a verification link, check your inbox and confirm your email, then sign in. Otherwise you land straight in your workspace.

Step 2 — Run the Setup wizard (six steps)

The first time you open your workspace, a Setup wizard appears over it. The header reads "Setup CorpSec AI · Step N/6". You can press Skip setup at any time and come back later — the wizard re-opens from the "Add company" / "Import companies" buttons on your empty workspace.

Here is what each of the six steps does:

1. Create your CSP profileConfirm your firm name. This replaces the placeholder name we generated from your email.
2. Invite your teamAdd colleagues by email and pick a role for each. Invites are recorded when you continue and we email them where we can — you can also share the signup link or add people later from the Team section. Skip this if you are solo for now.
3. Security configurationChoose where files are stored (Cloud Encrypted is recommended), who can see sensitive data, and accept the AI data policy. Your data is never used to train AI models — you must tick this to continue.
4. Import your client listLoad your clients. You have three options: click Load sample client book to add five demo companies, upload an Excel/CSV, or type in UENs / add a company by hand. (See Step 3 below.)
5. ACRA bulk syncPress Sync all companies to pull registry data for the companies you added. See the note below about demo vs live data.
6. You're readyChoose Go to workspace or Create first task to jump straight into your first piece of work.

Step 3 — Load a sample client book (one click)Demo data

The fastest way to see the product in action is the Load sample client book button in the import step. It adds five ready-made demo companies — such as "TechNode Alpha Pte. Ltd." and "Marina Bay Consulting Pte. Ltd." — complete with directors, addresses and financial year-ends.

These become real, working records in your workspace: they appear on your compliance calendar, you can open tasks against them, and the AI can draft documents for them. Only the source of the data is a demo — the records themselves behave exactly like real ones.

Step 4 — Create your first task

A task is a single piece of corporate-secretarial work — appointing a director, filing an annual return, onboarding a client, and so on. On the last wizard screen, click Create first task and CorpSec AI opens a director-appointment task against your first company and kicks off the AI conversation for you.

From then on, you create tasks yourself using the + New task button in the left panel: pick the company, choose the task type, and add a first instruction.

Step 5 — Generate your first document

Inside a task, type what you want in plain language — for example, "Help me appoint Jane Tan as a director." The AI reads the company's data, drafts the correct document, and shows it in the Document tab on the right. You review it, make any changes by commenting on the text, and download the Word file or send it for signature.

That is the core loop of CorpSec AI: you say what you need, the AI does the work, and you confirm.