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IQ and insights
Ask IQ, run reports and insights across the group, and trace every change.
Ask IQ
- What you can do with IQThe jobs IQ helps with, from looking up a director to recording minutes, with questions to try and the guide for each.
- Ask IQ a questionAsk IQ about your entities, people, filings and documents, from its own page or beside the record you are working on.
- Choose when IQ asks firstDecide whether IQ asks before every action, only before changes, or runs without asking, for the chat you are in.
- Approve what IQ changesCheck each action IQ proposes before it touches your records, and approve, reject or approve them all at once.
- Manage what IQ remembersRead, correct and clear the notes IQ keeps about you and your organisation between chats.
- Export an IQ conversationSave a chat with IQ as a Word document or PDF, and file the transcript under an entity.
Insights and reports
- Compare entities with an insightBuild a grid with a row for each entity, person or document and a column for each question you need answered.
- Add columns to an insightAdd questions to an insight, fill in the answers for every row, and export the grid to Excel.
- Run a reportGenerate a report across your portfolio, such as an entity list or a statutory register, and download it.
- Produce a person's profileDownload a PDF profile of one or more people, with their appointments and holdings across the group, and their change history.
Audit trail
- Review the audit trailFind out who changed a record, when, from where, and what it said before.
- See who changed an entityOpen the audit trail of one company, or of a parent company and everything it controls.
- Export the audit trailDownload the audit entries you have filtered as a spreadsheet, for an auditor or your own records.
IQ at work
- Prepare for a board meeting with IQHave IQ gather who is invited, the agenda, open tasks and recent resolutions for a meeting, and draft a briefing note.
- Ask IQ what is due this monthAsk IQ for the group's deadlines in a period, grouped by owner, and have it assign the tasks nobody holds.
- Check the group for missing data before year endHave IQ read every company's data completeness checks, rank the gaps that hold up deadlines, and track them as tasks.
- Ask IQ who controls a companyAsk IQ for the chain of ownership above and below a company, and have it checked against the PSC register.
- Ask IQ about one entity or the whole groupChoose the scope before you ask, so IQ answers about this company, everything it controls, or the whole organisation.
- Work on your records from ClaudeUse Claude, or another AI tool that speaks MCP, to look up and change your records as you, with each change visible.
- Save a prompt for your teamKeep the questions your team asks IQ every month in the prompt library, with blanks filled from the page you ask on.
- Ask IQ about a documentHave IQ read a whole document, attached or already saved, and answer from it with the clause and page it relied on.
- Let your directors find information with IQGive directors and other occasional users a read-only role with IQ, so they can look things up without changing records.
Changes and documents with IQ
- Record the changes in signed minutes with IQGive IQ the signed minutes, approve each register change it proposes from them, and file the minutes under the company.
- Appoint or resign a director through IQAsk IQ to record a director joining or leaving, read what it will write, and approve it.
- Set up a new subsidiary with IQGive IQ the new company's details in one message, approve its plan, then approve each record it creates.
- Draft a document with IQHave IQ write a Word document, PDF, spreadsheet or slide deck from your records, then review, download and file it.
- Draw a proposed structure with IQAsk IQ to redraw a structure model for a proposed reorganisation, approving each change to the canvas.
- Build a report with IQDescribe a report the catalogue does not have in the Report studio, save the brief, and run it again on today's data.