Diligent

Diligent's legal team was managing entity data, board governance, and compliance obligations across multiple jurisdictions using manual spreadsheets and fragmented processes. This created risk around data accuracy, audit readiness, and single-point knowledge dependencies when team members left or changed roles.

The legal team deployed Diligent Entities and Boards — their own platform — replacing spreadsheets with a unified source of truth for company details and authorized signers. Built-in AI was used to generate board meeting summaries, scan documents for risk, prompt questions ahead of meetings, and convert raw meeting notes into formatted minutes automatically.

Board minutes drafting time was cut by over 80% through AI-assisted conversion from notes to final documents. The team can now instantly generate as-of org charts and historical entity views to support audits and compliance reviews, while knowledge continuity improved and reliance on any single individual was reduced.

• Replacing manual spreadsheets with a purpose-built entity management system dramatically reduces compliance risk and audit prep time.
• AI-generated summaries and risk scans allow legal teams to enter board meetings better prepared without adding hours of manual review.
• Centralizing entity and governance data eliminates single-point-of-failure risks when legal staff turns over.