Request a Demo

Learn how Atlas can streamline entity management, decrease costs, and improve collaboration.
  • Leverage AI to abstract entity data and create a single, shareable source of truth
  • Generate structure charts to complete reporting and compliance requests in just a few clicks
  • Deliver on recurring workflows required to manage entities and remain compliant

Request a Demo

Learn how Atlas can streamline entity management, decrease costs, and improve collaboration.
TRUSTED BY LEADING FIRMS
GET STARTED

How onboarding works

Teal icon of folder with arrows going into a cloud

No-cost data migration

• Provide legal entity data and documents to Ontra.
• Ontra uses AI and subject matter experts to automate data migration at no additional cost.

Document search icon

Data and document review

• Ontra presents migrated entities and stakeholders with underlying data and documents for review and sign-off.
• Ontra follows up with full data set with all ownership, capitalization, and relationship information.

Teal icon of a meeting

Training

• Ontra trains customer admins on permissioning and core functionality.
• Ontra trains in-house teams on core functionality and use cases.
• Ontra trains third-party users: law firm, tax advisor, etc.

Explore our content