AI-native corporate governance: entity graph, AI-drafted resolutions, RAG over corporate documents, agentic filing prep, realtime collaborative editing.
In-house counsel and entity administrators still run corporate governance out of shared drives, Word templates, and a calendar reminder for each annual filing. Resolutions get drafted from a folder of past resolutions that someone has to remember the name of. Subsidiary ownership lives in a spreadsheet that nobody trusts. Filing prep is a manual checklist exercise.
Quorum treats governance as structured data and treats resolutions, minutes, and filings as documents the system can read, draft, and reason about. Entity relationships live in a graph the team can actually see. The AI sees every prior resolution in the vault and drafts new ones with citations. An agent compiles filing packets and pauses for human approval before anything goes out.
- Entity graph. Parent and subsidiary tree, jurisdictions, officers, directors, share ledger. Ownership chains rendered as a graph rather than a spreadsheet.
- AI resolution drafting. Generate board and shareholder resolutions from a natural-language prompt. Template library on the side, clause-level retrieval over past resolutions on the back.
- Realtime collaborative editor. Multi-cursor editing on resolution drafts with presence and inline comments. Multiple counsel can redline the same document live.
- Compliance calendar. Filing deadlines per jurisdiction with auto-generated document checklists and reminders.
- Document vault with RAG Q&A. Search and ask questions across charters, bylaws, stockholder agreements, and board minutes. Answers come back with citations to the source paragraph.
- Filing-prep agent. A multi-step agent reads the entity state, gathers the right uploads, assembles a filing packet, and pauses at a human-in-the-loop approval gate before it considers itself done.
- Multi-tenant with RBAC. Admin, officer, counsel, and viewer roles. Tenant isolation enforced at the database row level.
- Audit log. Every state change recorded for compliance and traceability.
- Phase 0. Scaffold: app shell, auth, tenant model, base UI.
- Phase 1. Entity graph CRUD and visualization.
- Phase 2. AI resolution drafting with template library and clause-level retrieval over past resolutions.
- Phase 3. Document vault with pgvector RAG Q&A and citations.
- Phase 4. Realtime collaborative resolution editor.
- Phase 5. Filing-prep agent, compliance calendar, audit log.
Phases 4 and 5 are the differentiators. Phases 0 to 3 already cover the bulk of the in-house-counsel workflow; the agent and the live editor are what make the product feel native rather than retrofitted.
Screenshots land in /screenshots/ at the repo root as each phase ships a visible milestone. Embeds below get filled in as the work progresses.
