1. Corporate Governance
  2. Get started
Get started

Get Corporate Governance running in four steps.

Prepare a first matter and resolution with the right owners and evidence.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up Corporate Governance. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open Corporate Governance in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Download Proto and describe your organizations, the people responsible for decisions and the first matter you want to configure.

Prepare the first operating cycle

Begin with one organization, one active matter and a resolution that has real meeting context. Bring the client and team member identifiers, matter owner, board reference, proposed text and quorum policy. Include a deadline and its owner so the team can test due work beside the resolution.

Review before release

Ask the coordinator to prepare the matter and resolution, the supervising attorney to record a conflict or revision decision, and the auditor to read the resulting trail. Rehearse a missing meeting reference, a returned revision and a receipt that needs review. Confirm that direct file access respects the agreed evidence visibility. Reconcile imported records with the source before expanding to another organization.

Read the implementation plan and pricing.

Set up Corporate Governance your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started