The operating system for corporate services
Matters, documents, compliance, and client management - one platform replacing your entire toolchain.
Trusted across regulated jurisdictions
Version conflicts, no audit trail, no automation.
Can't find the right template. No version control.
KYC checklists in Word docs. Expiry dates missed.
No portal, no visibility, no self-service.
Same person entered in five different systems.
Every department has its own tools.
A unified platform replacing the patchwork of tools that corporate services firms depend on.
Board-driven workflows for formation, filing, and compliance. Every matter moves through defined steps with automated gates, document requirements, and stakeholder assignments.
Full-fidelity document editing with DOCX round-tripping. Template packs for automated document generation. Version history and collaboration.
Structured data with 25 field types, formula engine, and link columns. System tables for individuals, companies, and partners with enrichment.
Branded portal for your clients. Form submissions, matter tracking, and document access - all token-secured with configurable permissions.
Cross-workspace identity resolution, KYC completeness engine with 27 document types, UBO computation, and risk assessment.
AI assistant with RAG search across your entire workspace. Autonomous agent worker for extraction, analysis, and document generation. Visual workflow builder.
Every matter follows a defined path. Steps gate on documents, approvals, and compliance checks - so nothing falls through the cracks.
Multi-jurisdictional entity setup with graduated registers, board-defined document packs, and automated compliance calendars.
Evidence assembly, criterion annotation, petition bundle compilation, and filing tracking for O-1B, P-1, and support categories.
Stakeholder oversight, compliance calendars, document packs, and cross-workspace identity resolution.
27 document types across 5 nationality groups, per-stakeholder completeness scoring, exception registers, and risk assessment.
Full audit trail with configurable retention tiers. SAML 2.0 and OIDC single sign-on. SCIM 2.0 user provisioning. Per-workspace data isolation with cross-workspace oversight controls.
Opbox is onboarding select corporate services firms. Book a 20-minute walkthrough.
Or reach out at will@balmoral.dev