Incorporation Automator
Guided, auditable incorporations for Canadian law firms
A desktop app that streamlines and automates corporate incorporations, turning a multi hour, error prone process into a guided, auditable workflow. Capture client data once, automate matter setup, create standardized folder structures, generate documents, and send client ready emails. Many firms price incorporations as a fixed cost. This turns a 3 hour job into about 3 minutes.
Key Features
Guided Wizard
Company info, addresses, directors, shareholders, officers, then review and submit in one flow.
Validation & Persistence
Strong validation and draft saving to prevent rework and lost inputs.
Actionstep Integration
OAuth2 PKCE, matter creation and management, and contact linkage.
Shared Drive Automation
Validates UNC paths and creates the full, standardized folder structure.
Settings & Security
Credentials via system keychain; robust error handling and logging.
Roadmap
- Guided wizard for company setup (people and addresses)
- Validation & draft saving
- Actionstep matter automation and contact linkage
- Shared-drive structure creation with UNC validation
- Settings and security with keychain storage and logging
- Name pre-screening emails
- PDF/Word document generation
- Digital signatures
- Outlook automation
- End-to-end document workflow
- Registry filing
- Advanced client notifications
- Minute book generation
- Printing
- Billing integration
- Audit and compliance reporting
The Problem
Manual incorporations mean repetitive entry across systems, scattered documents, and email back and forth, which leads to errors, delays, and inconsistent client experiences.
The Solution
A secure, step by step wizard that captures data once, automates Actionstep matters, creates standardized folders, and includes document and email automation, so work is consistent and fast.
Who It’s For
Canadian law firms (initially Alberta) handling frequent incorporations and seeking efficiency, compliance, and professional client communications.
Key Benefits
- Faster turnaround through guided workflows and automation
- Fewer errors with validation and standardized templates
- Consistency and compliance via uniform folders and naming
- Happier clients with clear communications and polished outputs
Integrations & Tech
- Actionstep REST API
- Microsoft Graph / Outlook (OAuth2 PKCE)
- docxtemplater for Word
- pdf-lib and digital signing
- Electron + React + TypeScript (Windows-first)
- Context isolation, no Node in UI, keytar for secrets
- PII redaction in logs
Trust & Security
- Context isolation with no Node in the UI.
- Secrets stored with keytar; PII redacted in logs.
- Robust error handling and recoverability.