Corporate Secretary Portal

Client project

Web ApplicationClient PortalWorkflow AutomationDocument Generation

Centralising a corporate secretary firm's client operations

A digital platform Foxinex developed to help a corporate secretary firm manage client engagements in one place, from the first application through review, approval and the paperwork that follows.

The goal was simple: replace scattered spreadsheets, messaging threads and paper forms with a single, organised hub that staff and clients could both rely on.

Client: A corporate secretary firm in Labuan
Built: Client portal, staff portal and a controlled API
Platform: Microsoft 365, SharePoint and Azure

Staff application review centre, sample data

2portals: one for clients, one for the firm's staff

7guided steps in the client application

3approval stages: PIC, compliance and manager

Walkthrough

One application, start to finish

Step 1 of 5
Invitation-only access

Clients are invited by the firm and verify their email through Microsoft Entra before they see anything. Each person only ever sees their own applications.
Step 2 of 5
A guided company application

The application is split into seven steps, with required fields flagged as you go and due diligence documents attached to the right applicant.
Step 3 of 5
Review with a clear owner

Staff see each application's stage, who is responsible right now and what happens next: PIC review, compliance, then manager approval.
Step 4 of 5
A queue for every reviewer

Each reviewer opens to their own work. Assignments, document decisions and approvals are recorded in an audit trail.
Step 5 of 5
From approval to incorporation

Approved clients move into name reservation and an incorporation document pack, generated from the firm's own Labuan templates.