---
title: "Diligent Entities Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Diligent Entities Software - reviews, pricing plans, popular comparisons to other Contract Management products and more."
source_url: "https://www.capterra.com/p/166246/Blueprint-OneWorld/"
page_type: "product"
language: "en"
---

# 

 Diligent Entities Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Diligent Entities

## What is Diligent Entities?

Diligent Entities is an AI-powered legal entity management software platform designed to help organizations centralize corporate records, visualize group structures, and manage compliance across jurisdictions in a single system of record. Diligent Entities enables governance, legal, tax, compliance, finance, and treasury teams to manage the full lifecycle of their entities with greater visibility and control. By centralizing entity data, it creates a trusted single source of truth that powers real-time group structure visualization, allowing teams to instantly generate accurate org charts from live data without manual effort. With AI embedded across the platform, users can access entity data, automate workflows, and generate reports quickly and efficiently. Built-in compliance tracking, audit trails, and integrations with tools like Microsoft Teams and Diligent Boards help organizations stay compliant, collaborate seamlessly, and make faster, more informed decisions.

## What is Diligent Entities used for?

[Entity Management](https://www.capterra.com/entity-management-software/)[Org Chart](https://www.capterra.com/org-chart-software/)[Data Governance](https://www.capterra.com/data-governance-software/)

Top alternative

Featured

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$10000

Per Feature, Per Year

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Diligent Entities?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://diligent.com/&name=Diligent Entities)

## Diligent Entities Overview

Updated August 2026

AI summary

Diligent Entities supports organizations of all sizes in managing entity records, contracts, and governance tasks through cloud-based tools. It offers contract drafting, document management, electronic and digital signatures, workflow automation, compliance tracking, and audit trails. Integrations with platforms like DocuSign and Microsoft Teams, plus AI Copilot and analytics, help legal and compliance teams coordinate governance and filings.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Diligent Entities

4.0 (2)

VS.

[0.0](https://www.capterra.com/p/171724/Englobe/#reviews)

Starting Price

$10000

Per Feature, Per Year

Starting Price

$99

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

3.5 (2)

Ease Of Use

0.0 (43)

Value For Money

4.0 (1)

Value For Money

0.0 (31)

Customer Service

4.5 (2)

Customer Service

0.0 (42)

## Diligent Entities alternatives

Highest Rated

[4.9 (4,863)](https://www.capterra.com/p/172127/Rippling/reviews/)

Starting price

$8.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[Athennian](https://www.capterra.com/p/181889/Athennian/)

[4.8 (43)](https://www.capterra.com/p/181889/Athennian/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/181889/Athennian/)

[Aware](https://www.capterra.com/p/237462/AwareHQ/)

[3.5 (4)](https://www.capterra.com/p/237462/AwareHQ/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

50%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/237462/AwareHQ/)

[Centralpoint](https://www.capterra.com/p/161470/Centralpoint/)

[4.6 (9)](https://www.capterra.com/p/161470/Centralpoint/reviews/)

Starting price

$500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/161470/Centralpoint/)

## FAQs about Diligent Entities

Overview

### What company size and specific industries is Diligent Entities built for?

Diligent Entities is designed for mid-sized and enterprise organizations, especially legal, tax, compliance, and finance teams. It is built for General Counsels, Corporate Secretaries, Paralegals, and Legal Operations professionals who manage entity records and governance tasks across larger businesses.

Features and Usability

### What are the key features of Diligent Entities?

Diligent Entities includes entity data management, corporate structure management, shareholder management, and officer management for tracking ownership and organizational details. It also offers compliance management, annual filings, audit trail, document management, and workflow automation, plus access controls, role-based permissions, electronic signature, and reporting/analytics.

Integrations

### Which third-party tools and platforms does Diligent Entities integrate with?

Diligent Entities integrates with 5 third-party tools: Docusign for document signing, Google Maps for location data, and Microsoft SharePoint, Microsoft Teams, and OneDrive for file sharing and collaboration.

Getting Started and Support

### What training and onboarding options does Diligent Entities offer?

Diligent Entities provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide visual walkthroughs for users reviewing features and steps.

Getting Started and Support

### What customer support options does Diligent Entities offer?

Diligent Entities provides email/help desk, FAQ/forum, knowledge base, phone support, and 24/7 live rep assistance. No reviewer feedback on support quality is available, so user experience with response times, helpfulness, or common frustrations cannot be summarized from the provided data.

## Features

AI summary

Based on 4,418 Contract Management reviews

Capterra data shows that buyers of contract management software rank the following features as their top priorities:

-   **Electronic Signature** (**58%** of reviewers rated this feature as critical)
-   **Digital Signature** (**56%**)
-   **Document Management** (**42%**)

Diligent Entities supports all three of the features reviewers value most: **Electronic Signature**, **Digital Signature**, and **Document Management**. Together, these capabilities help businesses finalize agreements faster, maintain accurate records, and keep contract files organized in one place, allowing teams to manage approvals, signatures, and documentation with greater efficiency.

Access Controls/Permissions

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Compliance Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Track and manage adherence to policies for any service, product, process, or supplier

Self Service Portal

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Online portal through which end users can access the system, manage tasks, or obtain information

User Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Diligent Entities 98 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
- AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- Annual Filings: Annual electronic filing of regulatory forms needed for company compliance measures.
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Authentication: Verify the identity of users/devices to enable secure access
- Built-In Database: A system that allows access to a database structure without relying on an external program
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Categorization/Grouping: Organize and group data or items based on various criteria
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Company Formation: Integrated automation system to allow enterprises to create new company holdings
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Management: Manage, organize, and store contact information
- Contract Drafting: Create, edit, and revise contracts/written agreements
- Contract/License Management: Track, store, and access client contracts or licenses
- Corporate Structure Management: Create and maintain a chart of relationships between different parts of an organization or multiple organizations and its stakeholders
- Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues
- Critical Date Alerts: Notifications received when important dates and deadlines are coming up
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Customization: Create labels for products that contain required information such as colors, sizes, dates, etc.
- Data Capture and Transfer: Import, collect, and capture data from multiple sources
- Data Discovery: Discover and connect variety of data sources to the application for analysis
- Data Import/Export: Import and export data to and from software applications
- Data Mapping: Track the management and flow of data throughout the organization
- Data Security: Protect sensitive data for digital privacy
- Data Storage Management: Manage and store data in a database
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Data Visualization: Graphical representation of data
- Deadline Management: Specify or track the date/time a project, task, etc., is due for completion
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Capture: Scan, move or upload electronic files within the software's repository
- Document Generation: Custom forms to streamline repetitious aspects of a document
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
- Electronic Filing: Transmit documents to regulatory authorities over the web
- Electronic Signature: Digitally sign online documents
- Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository
- Entity Data Management: Record and update information on legal entities
- Environmental Compliance: Guidelines for conforming to environmental laws, regulations and requirements
- Event Calendar: A list of events with their respective dates
- FDA Compliance: Track and ensure quality of products in accordance with food and drug administration (FDA) act
- File Management: Create, save, and store files
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Financial Records Tracking: Collect and store tax records and other financial documents of the organization
- For Legal Professionals: Specifically designed to address the needs of law firms and legal departments
- Full Text Search: Search for specific words or phrases within a document or database
- Generative AI: Use AI to generate content in the form of text, images, videos, etc.
- Governance: Management of rules, practices, and processes of a company
- HR Management: Automates core HR functions such as talent management, employee evaluation and learning management
- Information Governance: Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.
- Interactive Elements: Various components within a system including buttons, clickable icons, hover effects, and more
- Internal Controls Management: Ensure internal objectives and compliance with policies are met
- Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
- Legal Compliance: Deliver highly accurate and legally compliant solutions that integrate with legal databases internally and externally.
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location
- Multi-Jurisdictional: Supports entities in multiple states and countries
- Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes
- Org Chart Creation: Create and design org charts that include an organization's structure information, contact information, illustrations, and more
- Organizational Charting: Diagram that shows the structure of an organization and the relationships between parts
- Ownership Tracking: Record and track numbers of shares by owner
- Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
- Registered Agent Services Integration: Integration with a registered agent service provider for efficient handling of legal and compliance documents on behalf of a business
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Risk Assessment: Initiate collection and analysis of known risks
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Subsidiary Governance: Establish and track rules to be applied across various entities related to the main entity
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

3.0 (2)

3.0

Based on 2 reviews

## Pricing

Value for money

4.0 (1)

Basic

$10,000

Per Feature,Per Year

Value for money

4.0 (1)

4.0

Based on 1 reviews

## Integrations

[

OneDrive](https://www.capterra.com/p/161304/OneDrive/)[

Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)[

Google Maps](https://www.capterra.com/p/227511/Google-Maps/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (2)

4.5

Based on 2 reviews

## User reviews

Overall rating

4.0

Based on 2 reviews

Filter by rating

5(0)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

MM

Margherita M.

Director, IT

Machinery

### "Using Diligent for Legal Entity data tracking but also as the basis for tax filing"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

August 25, 2026

Pros

The customer support is really efficient and responsive. We have been using Diligent entities to track legal entity data. However, in response to recent global tax regulations, we decided to expand the usage to track legal entity data for tax filing purpose. The customer support team has been instrumental in building the extra fields needed for tax tracking as well as the approval workflows for the data management in case of changes.

Cons

The workflows are not very user friendly - until all the changes for a specific legal entity are made, there is no visibility on what's in progress.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

SL

Shelley L.

Supervising Paralegal

Architecture & Planning

### "One Source of Truth"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

July 31, 2020

Our contacts at Diligent have been very responsive to all of our questions and issues from the implementation of the software. We have been using the software for about 8 months and the people we have worked with have been great. The software is more UK based, but it looks like it is ever changing to become more global and suggestions for improvements for other countries seems to be well received. I'm looking forward to see continuing improvements (ie. customizable resolutions, an easier organization charting module and potentially setup for online filing of documents in Canada). I would suggest a more defined training schedule for new clients and clearer guidance on what training to take. Our team did watch a number of online training videos, but I think a scheduled group training for the very basic features of the system first may have been helpful so that everyone is figuring it out at the same time and asking questions. All of the training videos on the help section seemed overwhelming at the beginning. We integrated from CSC so our starting experience may have been a little different than someone starting with it out of the box.

Pros

My company was looking for one source of truth for our corporate records and Diligent looked like the answer for us. Entering information correctly one time and being linked to all the records and reports that we are required to generate is the best feature. We are a global company and having the platform accessible worldwide on all time zones is another benefit. The expandability of the software is also a very good selling feature for us. We are already thinking of different ways that the software can assist in different parts of our company.

Cons

I find the most difficult learning is figuring out what each record is called and how it is handled in the system. In order to generate reports, you need to know what the record is called and where it is located This is a big learning curve and not sure if I will ever fully know. If that part was more user friendly or intuitive, that would be more helpful. I also prefer real time chat for support. Many times the email support we have received is just a copy and paste of the support materials that we have already checked out. Other programs we have used have real time chat where you can describe problems more clearly when the support person has questions. This would be a great aid, in my opinion. My experience with Diligent has been that eventually I get a live support person and issues have been resolved.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

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