Comprehensive corporate maintenance
With Walter, entity management becomes seamless—from generating required documents to maintaining complete corporate records. Automate routine filings and ensure entity records are up to date, while providing your clients with organized, accurate information
Simplify entity oversight
Organize all entity records in one place to automate and stay on top of filings and and minute book updates
Generate director and shareholder resolutions from precedents, assembled with pending items created in Walter
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Build and auto-update your client’s virtual minute book with each corporate maintenance task
Manage a stakeholder’s data across multiple entities with a unified profile, ensuring accurate records in your Walter database
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Easily track directors and officers, including start/end dates and a full history
Walter for Clients: one tool for founders and law firms
Offer clients cap table management, equity document automation, and minute book access—all on the same platform your firm uses. Keep clients organized from day one, without needing separate, unsynchronized tools, and ensure all communications feature your firm's branding.
Cap table snapshots at any point in time
Manage client cap tables by viewing ownership at any past or future point using effective dates. Walter provides an accurate snapshot for historical reference or future planning, offering clear insights into evolving equity structures.
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