Event-Based Workflow
Start with the corporate event and map the connected approvals and records.
Organize ROC-related corporate actions from the triggering event through approvals, documentation, filing preparation, due-date tracking and post-compliance records.

Focused modules, structured data and practical workflows instead of scattered spreadsheets and repeated manual follow-up.
Start with the corporate event and map the connected approvals and records.
Use a compliance calendar and pending-action view to reduce missed follow-up.
Link board or members’ approvals to the action instead of keeping isolated documents.
Prepare structured, editable documents and supporting records for review.
Keep form references and related Companies Act / Rules context accessible.
Update connected registers and internal records after the action is completed.
Many ROC compliances begin before the form and continue after it. The company may need a board meeting, shareholder approval, notices, explanatory statements, attachments, registers and internal records. Software is most useful when it keeps these pieces connected rather than treating filing as an isolated task.
Company, director, shareholder and meeting information is frequently reused across secretarial documents. A structured record model can reduce retyping while still allowing the professional to review the output for each transaction.
A clear workflow should show what has been initiated, approved, generated, filed, completed or remains pending. This visibility is useful for practising firms, internal compliance teams and management review.
SRA Secretarial OS combines secretarial workflows, compliance records, document automation, calendars and knowledge resources in a dedicated environment for Company Secretary and ROC work.
ROC compliance software helps organize Companies Act and Registrar of Companies workflows, including approvals, documents, forms, due dates and related statutory records.
Feature scope varies by software and version. Users should verify filing functionality, portal integration and current MCA requirements before relying on any automated filing process.
Meeting-linked compliance is an important use case because many corporate actions require board or shareholder approval before filing.
Yes. It can reduce repeated operational work and improve visibility, while professional review remains necessary for legal applicability and final filings.
Tell us what you currently manage and where you want to reduce manual work.