Formation apps for Edinburgh firms that set up Scottish companies.

Before anything else, the client confirms whether the company should be registered in Scotland or elsewhere in the UK, with a short explanation of what that means for the registered office and governing law. Edge cases, such as a founder living in England who wants a Scottish company, are flagged for your adviser rather than decided by a form.

A company registered in Scotland needs its registered office in Scotland. The app checks the address against that rule, prevents a PO Box being entered, and offers your own Edinburgh address service where you provide one, with the supporting evidence attached to the client record.

Execution of documents in Scotland follows its own statutory rules, which differ from English practice on witnessing and formalities. We build signing steps with your solicitors' input, so board resolutions, share transfers and formation documents are executed in the way your firm is comfortable relying on.

For each director and person with significant control, the app shows whether they verified with Companies House through GOV.UK One Login or through your firm as an Authorised Corporate Service Provider, records the personal code and chases anyone who has not finished. Existing officers approaching their own deadline are listed separately.

Customer due diligence, beneficial ownership details, screening results and your risk rating held together, structured to match the procedures your supervisor reviews, whether that is the Law Society of Scotland, ICAS or another body. Evidence exports in the format your supervisor requests. Overdue reviews are surfaced automatically.

University spinouts often have several founders, an institution taking equity and investors waiting in the wings. The app captures proposed shareholdings, share classes and vesting notes for your adviser to review, then prepares the subscriber and capital details for incorporation. Nothing is filed until the adviser confirms the numbers.

Some Edinburgh firms also form Scottish limited partnerships, which have legal personality under Scots law and different filing requirements from companies. A separate intake path keeps those cases apart and routes them to the specialists in your team. Reviewers see at a glance which entity type each case concerns.

After formation, directors see their company's documents, upcoming confirmation statement date, officer details and any action needed from them, and can message the firm about a specific company rather than by general email. Notifications are sent only for items that need the director's attention. Access can be shared with a company's other directors.

English, Welsh or overseas groups often add a Scottish subsidiary, and Edinburgh firms also set up Scottish entities beneath existing holding companies. The app records each parent company, its registration details in its own jurisdiction and the individuals who ultimately control it, so the PSC register for the new company is right first time and your reviewers can follow the chain.

For law firms, each new company links to the client and matter in your practice systems, with time recorded against it and partner approval captured before filing. Partners can see open formations across every matter in one list. Unbilled formation time is flagged before month end.