Tasks, filing-aware.
Priority-based task management with auto-assignment from material events and filing deadlines. Role-based queues for legal, finance, IR, and the board. Slack and Teams notifications built in.
What this module does, end to end.
Filing-Triggered Auto-Assignment
Material event detected? Tasks fan out to the right people in the right roles. 8-K to legal, financials to finance, press release to IR.
Role-Based Queues
OWNER, ADMIN, LEGAL, CONTRIBUTOR, VIEWER. Each sees their own queue with the right level of detail and the right actions available.
Multi-Channel Notifications
In-app bell, branded email, Slack Block Kit, Teams Adaptive Cards. Critical alerts escalate; standard alerts respect quiet hours.
Deadline-Linked
Every task can attach to a calendar deadline. Past-due tasks bubble to the top of the dashboard automatically.
Sub-Tasks & Dependencies
Filing prep is rarely one task. Build templated sub-task chains for 10-Q, 10-K, proxy, and 8-K with dependency rules.
Audit-Trail Integrated
Every status change, assignment, and comment logged immutably. SOC 2 ready. No "I don't remember who said that".
See it in production.
Early-access program by invitation. Onboarding in minutes. Your Vault is live the moment your ticker is recognized.