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The three-column workspace

Everything you do in CorpSec.app happens in one screen with three columns: your tasks on the left, the conversation where work gets done in the middle, and the record on the right.

CorpSec.app product guide·Updated 2026-07-11

The big picture

CorpSec.app is a single-page workspace, not a maze of screens. Once you are signed in, you spend almost all your time on one screen divided into three columns. Each column has a clear job, and they stay in sync: pick a task on the left, work on it in the centre, and watch the record build up on the right.

The full workspace: left panel with companies and tasks, centre conversation, right-hand details panel with tabs.

Left column — your work, grouped by company

The left panel is your home base. At the top is a menu of views you can jump between — Home, Companies, Documents, the compliance Calendar, the Kanban board, Reviews and Data Governance. Below that, your tasks are listed grouped under each company, so you always know whose work you are looking at, each with a small progress indicator.

This is also where you start new work: the + New task button opens the New Task box, where you pick the company, choose a task type, and add a first instruction. There is also a search box to find a task or company fast.

The left panel close-up: view menu at the top, then companies each with their tasks and a small progress indicator.
  • Tasks are grouped by company so nothing gets lost.
  • Finished tasks drop off the active list to keep it tidy (you can still find them on the Kanban "Done" column).
  • Switch between Home, Companies, Documents, Calendar, Kanban, Reviews and Data Governance from the menu at the top.
  • The bell shows notifications; your name at the bottom opens Settings, Help & guides and Log out.
Tip

Press ⌘K (Ctrl+K on Windows) anywhere to open the command palette — jump to a company, a view, or start a new task without reaching for the mouse.

Centre column — where the work gets done

Open a task and the centre column becomes a conversation with the AI. You type what you need in plain language; the AI replies, drafts documents, and moves the work forward. This is the one place you actually do things.

Above the conversation is a slim workflow strip that shows how far the task has come — for example "Workflow 2/5" — and, when it is your turn, it expands the single step card you need to act on (approve, sign, file, and so on). CorpSec.app deliberately keeps this light: you see the one thing to do now, not a wall of steps.

The centre conversation with the workflow strip on top showing "Workflow 2/5 — Your action" and one expanded step card.
Note

If a task type has no predefined workflow, the strip says so and you simply drive the work from the conversation. You can also add workflow steps manually.

Right column — the record

The right panel is where results are collected, and it works in two modes. Focus is the default: one contextual surface showing whatever you are working on right now — most often the open document. Browse is the archive: a short, categorised library of everything worth going back to, grouped by object rather than shown as a long tab bar. You read here — most actions happen in the centre. The whole panel collapses to a thin rail so the conversation gets more room, and expands again with one click.

The right panel in Browse mode: categories grouped under "This task" (Steps, Documents, Independent AI review, Fields, Activity) and "This client" (Profile & officers, KYC & compliance, What AI knows).
GroupCategoryWhat it shows
This taskStepsEvery step in the task and where it stands — including signing progress and the checks a step ran. (You move steps forward from the cards in the centre.)
This taskDocumentsThe documents produced under this task, with version history.
This taskIndependent AI reviewThe second-AI review of each drafted document — a different model from the one that drafted it, with its verdict bound to the exact document version it read. When the review could not run, it says "review unavailable" rather than implying a pass.
This taskFieldsThe structured data behind the documents (names, dates, share numbers).
This taskActivityThe audit trail — every action taken, who did it and when. This can never be edited.
This clientProfile & officersThe company record: registered details, directors, shareholders.
This clientKYC & complianceKYC / AML for the company: due diligence, screening, risk rating and the CDD dossier.
This clientWhat AI knowsWhat the AI remembers about this company, so it stays consistent over time.
Tip

You only see the categories that apply to what is selected. A task that is not linked to a company has no This client group; selecting a company on its own shows the client categories and no task ones.

Note

When the AI drafts a document, a second, different model reviews it, and the verdict is shown under Browse → Independent AI review. Each verdict is tied to the exact document version it read — edit the document and earlier results become clearly-marked history until you re-run the check — and when no independent reviewer is available the surface says “review unavailable” rather than showing a pass. It is a second opinion, not a substitute for your own review.

The golden rule

Do it in the centre, read the result on the right. The conversation is where you drive the work — asking for a draft, approving, signing. The right panel is the tidy, permanent record that builds up as you go. Keep that split in mind and the whole product clicks into place.

Frequently asked questions

Why can’t I click some of the right-hand tabs?

They only light up when they are relevant. A tab like Compliance or Document needs a task tied to a company or a generated document before it has anything to show. Select a task first.

Where do I actually approve or sign something?

In the centre column. When it is your turn, the workflow strip expands the exact step card you need — approve, sign, file — right in the conversation. The right-hand Workflow tab is read-only.

Can I collapse the right panel?

Yes — it collapses to a thin rail so the conversation gets more room, and expands again with one click.

This is a product guide for CorpSec.app. Where a feature runs on demo data or is not yet released, it is labelled as such. Compliance references are general information for Singapore corporate service providers, not legal advice.

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