Preparing Statements of Information manually is tedious and error-prone, requiring careful data entry across multiple sections while cross-referencing corporate records, officer lists, and registered agent details. Missing deadlines or filing inaccurate information can result in penalties, administrative dissolution, or loss of good standing with the Secretary of State.
Preparing Statements of Information is tedious, time-consuming work that requires gathering data from multiple corporate documents, verifying current officer and director information, and ensuring compliance with state-specific requirements. Missing deadlines or filing inaccurate information can result in penalties, corporate suspension, or loss of good standing. Manual preparation takes hours and risks costly errors.
CaseMark automatically extracts corporate data from your uploaded documents and generates accurate, jurisdiction-compliant Statements of Information in minutes. Our AI cross-references multiple sources to ensure consistency, identifies required fields for your specific state, and produces ready-to-file documents that maintain your corporation's good standing.
This workflow is applicable across multiple practice areas and use cases
Corporate governance attorneys regularly prepare and file Statements of Information as part of ongoing compliance obligations for boards and corporate entities.
Maintaining good standing through timely SOI filings is a core corporate governance responsibility, and this workflow directly supports compliance with state-mandated periodic reporting requirements.
General corporate practice attorneys handle ongoing compliance matters including Statement of Information filings for diverse business clients.
SOI filings are a routine corporate maintenance task that spans all types of corporate legal work beyond just formation, making it essential for general corporate practitioners.
Non-profit attorneys must file periodic Statements of Information for tax-exempt corporations to maintain good standing with state authorities.
Non-profit corporations have the same state filing obligations as for-profit entities, including annual or biennial SOI filings with updated director and officer information.
M&A attorneys need to verify corporate good standing and review current Statements of Information during due diligence and post-closing integration.
Ensuring target companies and surviving entities maintain compliance with SOI filings is critical for deal closing conditions and post-merger corporate housekeeping.
A Statement of Information is a mandatory corporate compliance document filed periodically with the Secretary of State that provides current information about a corporation's officers, directors, registered agent, and business address. It serves as the official public record of corporate management and ensures the state has accurate contact information for legal notices and service of process. Most states require these filings annually or biennially to maintain corporate good standing.
CaseMark analyzes your uploaded corporate documents—including articles of incorporation, bylaws, board resolutions, and prior filings—to extract current officer, director, and registered agent information. The AI cross-references multiple sources to ensure accuracy and consistency, then generates a compliant Statement of Information formatted for your specific state's requirements. You simply review and file the completed document.
Late filing of a Statement of Information typically results in monetary penalties that increase over time. Continued non-compliance can lead to suspension of the corporation's powers to conduct business, inability to defend lawsuits, and eventually administrative dissolution. CaseMark helps you avoid these consequences by making it quick and easy to prepare accurate filings before deadlines.
Yes, CaseMark can generate Statements of Information for both domestic corporations and foreign corporations qualified to do business in a state. The system distinguishes between the state of incorporation and the state of qualification, includes foreign qualification numbers when applicable, and ensures the filing meets the requirements for foreign entity reporting in the filing jurisdiction.
At minimum, you should upload your Articles of Incorporation and current corporate records showing officer and director information. Optional but helpful documents include corporate bylaws, prior Statements of Information, registered agent agreements, and recent board resolutions. The more complete your document set, the more accurate and comprehensive the generated Statement of Information will be.