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.

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What it installs

Agents 1

  • Compliance Agent

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

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.

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.

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • 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).

Get started

Install Compliance & entity tracking and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.