Incorporation Automator
A desktop app that turns corporate incorporations from a multi-hour, error-prone process into a guided, auditable workflow. Many firms price incorporations as a fixed cost. This turns a 3-hour job into about 3 minutes.
Why this exists
- The same data gets typed into multiple systems — the articles form, the practice management tool, the corporate minute book, the client email.
- A mistyped address or director name cascades through every document, and nobody catches it until the filing is returned.
- Folder structures, naming conventions, and email templates drift between associates, creating inconsistency clients can feel.
What changes
- Data is entered once and flows into every document, folder, and system automatically.
- Field validation catches errors before they reach any output.
- Every incorporation gets the same folder structure, naming, and client communication.
- A 3-hour process becomes about 3 minutes of guided input.
Key features
Guided wizard
Company info, addresses, directors, shareholders, officers, then review and submit — all in one flow.
Validation and draft saving
Strong field validation and persistent drafts prevent rework and lost inputs when a filing gets interrupted.
Actionstep integration
OAuth2 PKCE authentication, matter creation, and contact linkage with the firm's practice management system.
Shared drive automation
Validates UNC paths and creates the full standardized folder structure firms expect for each incorporation.
Document and email generation
Produces corporate documents from templates and drafts client-ready emails with the right attachments.
Settings and security
Credentials stored in the system keychain. Firm-specific templates, letterhead, and defaults are configurable per user.
How it works
Enter
Walk through the wizard: company details, directors, shareholders, officers. Validation catches errors in real time.
Generate
The app creates the Actionstep matter, builds the folder structure, populates corporate documents, and drafts client emails.
Deliver
Review the outputs, make any adjustments, and send. The full filing package is ready and consistent.