Keep dozens or hundreds of tracked companies in one workspace with watchlist-level filtering instead of rebuilding portfolio status from memory.
Run entity-management follow-up with a shared portfolio view, not a hand-maintained tracker.
See which companies need action, which PSC or director windows are live, and where service-team ownership is still unclear before the backlog compounds, then prove the team followed through.
Assignments, blockers, and activity history stay visible when work moves between admins, managers, and filing specialists.
Use exports and rollups to show what was in scope, what was blocked, and what remained unassigned at a given point in time.
What the team gets from the current workflow
These outcomes come from the existing watchlist, verification, and reporting surface.
Portfolio-wide triage Focus on the companies with live filing or verification exposure without losing quiet entities or watchlist structure.
Audit-friendly reporting without rebuild Use the automatic Compliance Pulse as the morning summary, then open a client-ready artifact with prepared-for metadata and export CSV when the team needs person, owner, blocker, and tag detail.
Workflow stays inside the system Recent activity, blockers, company-level detail, and logged proof deliveries reduce the need to mirror the same work in an external spreadsheet.
Representative workflow
A corporate services manager reviews the Compliance Pulse, filters to blocked items, opens the linked artifact for team check-in, and reassigns company-level work from the detailed company pages.
Representative workflow example based on the shipped product surface, not a published customer case study.
What buyers can verify today
The trust layer is grounded in shipped product behavior, explicit data handling, and published legal pages.
Entity Watch does not publish invented quotes or made-up outcomes. Named testimonials and quantified customer case studies should only be added after pilot firms approve them for release.
Growth and Team now turn the nightly run into a Compliance Pulse with handled and open summaries, linked artifacts, and persistent delivery history so the evidence does not depend on someone manually rebuilding it.
Tracked companies, watchlists, owners, blockers, and activity stay in one shared workspace so coverage survives team handoffs and annual leave.
Support and pilot requests go to a founder-reviewed inbox with direct follow-up instead of disappearing into an unowned contact form.
Public source, private workflow Entity Watch sits on top of Companies House public-register data while keeping your workspace notes, blockers, owners, and watchlist structure scoped to the firm account.
No hidden ID-document vault The product is built to track verification workflow and public-registry timing. It is not positioned as a passport or driving-licence document repository.
Operational vendors are explicit Application hosting runs on Vercel, workspace data is stored in managed Postgres via Prisma, billing runs through Stripe, and transactional email runs through Resend when configured.
