Best Entity Management Software with a Free Trial

ContractZen is becoming Diliforce — same trusted platform, new name. Diliforce is a governance + AI platform for scaling companies, unifying board meetings, contracts, legal entities, and virtual data rooms in one secure, cloud-native solution built on Microsoft Azure. One login, zero silos — no heavy setup, no lengthy onboarding. The board portal covers the full meeting lifecycle: scheduling, agendas, minutes, task tracking, and e-signing, enhanced by AI Document Insights. Contract management adds metadata-driven libraries, OCR full-text search, automated date reminders, and AI-powered document analysis and metadata extraction. Entity management delivers a dynamic corporate-structure view with standardized, audit-ready records. Secure VDRs launch in seconds for M&A, audits, & due diligence, with granular access control — and a private AI assistant runs in your own encrypted environment. Integrates with Teams, Docusign, Adobe + more. Plans from $9.50/user/month, 14-day free.

Legalinc is changing the way legal services are executed and delivered. We enable legal teams to become more efficient and more profitable by automating business formation, filing & compliance tasks with scalable solutions. With Legalinc’s interactive, easy-to-use interface you can purchase filings, order registered agent services, maintain compliance, and much more. By integrating with Legalinc, you can execute your services more efficiently by taking manual data entry completely out of the equation. Give your clients the ability to digitally purchase formations and other filing types directly from you. Legalinc does the work while you collect the revenue. Thousands of law firms and in-house legal teams are becoming more efficient by using Legalinc’s Entity Management platform. Streamline your business formations, registered agent services, annual report filings, and much more with Legalinc’s feature-rich Entity Management platform.

Lextree from Berkman Solutions is a contract management and entity management solution designed for lawyers, contract managers and procurement leaders. The platform allows users to manage legal data, documents, and deadlines better, helping to eliminate the burden of spreadsheets and file folders. Easy to use and $99 web based, Lextree offers secure access, superior service, and an array of advanced functionalities.

Legal Suite offers solutions for Corporate Legal Departments and for Law Firms. Legal Suite is a member of the Septeo Group, a major technology player serving legal professionals, real estate managers, and IT departments; Septeo deploys its expertise around the world to 120,000 users. Generate contracts rapidly. No more playing hide-and-seek with your documents and emails. Automate document naming for consistency. Protect your communications. Access a private and interactive workspace portal that allows you to exchange information with internal clients and external partners. Save time when entering data. Generate reports on activities and projects within teams.

75% of top tech companies choose RSUs over stock options, and now you can too with Upstock.io equity as a service. We spent five years working with top legal experts to automate the timely and costly process of equity because we believe that big dreams grow from humble beginnings and all companies regardless of size should be able to offer their team the best equity plan possible. Our process is intuitive and instantaneous. So getting started won't burn you out. ​ Get set up and send out legal agreements for your workers. Align stakeholders while increasing worker engagement and retention with a dashboard that shows the value of equity earned in real-time.