Compliance & entity tracking

On the schedule you choose, a compliance agent checks entity filings, renewal windows, and consents against the obligation register and writes a status report so no deadline is missed. Deadlines are reference only — confirm before relying.

Saves you ~2.4 h / week

Start with this playbook

How it works

Trigger
On the “Compliance status check” schedule.
Job
Read the obligation register, recompute what's due.
Outcome
A current obligation report with risks and next actions.

What it installs

Agents 2

  • Compliance Agent

    A compliance operations analyst who keeps the obligation register current and writes the recurring status report.

  • Compliance & entity tracking Quality Reviewer

    Checks primary evidence, domain controls, deliverable completeness, and communication quality, stopping the run when the work is wrong, unsupported, incomplete, or uncertain.

Teams 1

  • Compliance & entity tracking quality team

    The delivery agents produce the work while an independent quality reviewer checks each workflow handoff against explicit evidence, domain, and communication requirements before the run can continue.

Workflows 1

  • Read register, recompute, report, approve

    Read the obligation register, recompute what's due, overdue, or blocked, write the status report, and hand off for approval.

Goals 1

  • No deadline missed

    Keep every compliance obligation visible and on time. Success looks like: Every obligation in the register is recomputed each cycle and produces an approved status report; no item reaches its send-by or due date without having been surfaced inside its lead time.

Skills 5

  • entity-compliance

    Maintain a type-aware entity-filing tracker: annual reports, franchise taxes, Statements of Information, and biennial filings keyed to entity type AND jurisdiction (a DE corporation is not a DE LLC), surface what's due in 30/60/90 days and what's overdue or unknown, and run a good-standing/health audit. Treats registered-agent data as authoritative; flags rather than computes. Adapted from anthropics/claude-for-legal/entity-compliance.

  • renewal-tracker

    Maintain a renewal register and surface contracts with cancel-by deadlines approaching, alerting off the send-by date (cancel-by minus notice-transit buffer) with business-day roll-back keyed to governing law, half-open urgency bands, rolling-renewal roll-forward, and a missed-windows report. Tracks the deadline; the human decides whether to renew. Adapted from anthropics/claude-for-legal/renewal-tracker.

  • deadlines

    Maintain a deadline ledger across obligations — add, report, update, complete, close — with a configurable warning cadence (default 14/7/3/1 days), a rough plausibility sanity-band that flags gross date errors without computing the date, and sticky overdue items that stay visible until explicitly resolved. The skill never computes a deadline from a triggering event. Adapted from anthropics/claude-for-legal/deadlines.

  • compliance-tracking

    Track framework compliance and audit readiness (SOC 2, ISO 27001, GDPR, HIPAA, PCI DSS) via a control inventory mapped to requirements, an audit calendar of evidence-collection and remediation deadlines, evidence-freshness tracking, and a prioritized gap analysis — producing status dashboards and audit-prep checklists. Adapted from anthropics/knowledge-work-plugins/compliance-tracking.

  • compliance-check

    Run a compliance check on a proposed action, feature, or initiative: surface applicable regulations (GDPR, CCPA/CPRA, HIPAA, sector rules), required approvals, and risk areas, with a proceed / proceed-with-conditions / requires-further-review call. Assists with the workflow; does not give legal advice — assessments are reviewed by qualified professionals. Adapted from anthropics/knowledge-work-plugins/compliance-check.

Schedules 1

  • Compliance status check

    Reads the obligation register, recomputes what's due, overdue, or blocked, and writes a status report for approval on the schedule you choose. ## Professional quality control Objective: complete the recurring Compliance & entity tracking operating cycle and deliver a review-ready, evidence-backed result rather than merely report that the schedule ran. Start by fixing the review period, reading the current source records and prior run, confirming required access, and listing missing or contradictory inputs. Execute the bundle's full authored method in order, retaining source, calculation, command, or before/after evidence for load-bearing findings. Separate facts from interpretation, apply supplied policy without inventing thresholds, and stop any branch that requires missing authority or an unconfirmed human rule. Produce the complete named deliverable plus an evidence record, assumptions, exceptions, unresolved questions, and concrete next actions with owners where the method calls for them. Run the workflow's independent verifier checks and fix failures before requesting approval. The task is done only when every requested section and quality criterion passes or a blocker is explicit; silence, inaccessible data, or polished prose is not proof of completion. Verify quoted language verbatim, source authority, pinpoint citation, jurisdiction, effective date, party, and contract direction. Distinguish law, contract text, internal policy, and recommendation; never make the human's legal decision. Drafting must be precise and direct, without generic AI phrasing, invented precedent, vague legalism, or certainty beyond the cited authority. The human retains authority over publication, sending, spend, signing, merging, deployment, and other consequential external actions.

Requirements

  • Browser access to your calendar — The agent works in your calendar through its web interface in your browser and pauses for your approval before making any changes. Until you connect it, it works from attached exports (registered-agent compliance reports, the renewal register, the deadline ledger).

Setup guide

How to Track Compliance Deadlines and Entity Filings

A practical guide to tracking entity filings, renewal windows, and compliance deadlines with an agent: one register, send-by alerts, and approvals.

Read the setup guide

Don't see your workflow? Describe it.

A sentence or two about a recurring job is enough. We design the playbook that runs it and show you exactly what it saves.

* What keeps taking time you don't have? *

Takes a minute · no account needed