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Tool 098

Corporate Governance Tracker

Record governance items against matter document sources, review your entries and export a tracker without registry or compliance certification claims.

What it does today

Human-entered, current-matter, source-pinned session tracker with reviewed CSV export. No official registry sync, legal deadline calculation, recurring task creation or compliance certification.

How to use

  1. In Clio, open Matterevo and choose Corporate Governance Tracker from the Tool Library. Use the search box or the Practice workflows family filter to find it.
  2. Search or filter to narrow the records shown.
  3. Open a row to inspect the source record in Clio.
  4. Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.

Before you rely on it

Track entities, annual reports, consents, ownership records, renewal dates, and recurring tasks. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.