Coperitas for overwhelming tasks

A story of how Coperitas helped a global trading company bring order to its complex legal entity structure with the help of the Coperitas Legal Entity Management System.
With dozens of entities worldwide and constant changes, our client needed more than just a diagram—they needed a living system. What is their story and how did this happen? You can read it down here!

About the Client

Our client is a large U.S.-based commodities trading company headquartered in Texas. Active in oil and other bulk goods, they operate on a truly global scale with offices in the Americas, Europe, Africa, the Middle East, Asia, and Australia. As a 24/7 trading business, they need their legal and tax processes to be just as flexible and up-to-date as their operations.

The challenges

Managing their legal entities had become an overwhelming task. With about 90 entities across more than 30 countries, the team had to maintain and update complex legal structure charts manually. This created several pain points:

• Frequent updates (several times per quarter) made it difficult to keep documents accurate and consistent.
• Manual edits (drawing lines, moving boxes, updating labels) wasted significant time and introduced errors.
• High demand for different versions (by country or group) meant recreating multiple charts from scratch.

It became clear that the company needed a smarter, faster, and more reliable way to manage and present its legal entity structure.

Their goals

The overall goal was to simplify the entity management process and reduce the manual workload. To achieve this, we defined the following objectives:

• Primary Objective: Create a centralized system that keeps all legal entities up to date with minimal manual work.
• Secondary Objective: Enable quick, customized exports of structure charts (e.g., per country, full group, or custom views).
• Tertiary Objective: Ensure continuity and provide ongoing support, so the system remains reliable even when the client team lacks time.

Our approach

From the start, we focused on transforming their manual, repetitive workflow using the capabilities of the Coperitas Legal Entity Management System. Here’s how we tackled it:

Step One: Understanding Needs
We began by aligning on the company’s specific requirements and translating these into a concrete proposal, ensuring the system matched their way of working.

Step Two: System Setup & Visualisation
Our team configured the Coperitas LEM, enabling automatic visualization of their entity structure. Instead of manually redrawing diagrams, we ensured the client could generate consistent, accurate charts directly from the system.

Step Three: Customized Exports
We deployed Coperitas’ automated export functionality, allowing them to instantly create tailored structure overviews—whether a full global tree or a country-specific view such as Brazil.

Step Four: Review Rounds
Throughout the process, we held review sessions, validating whether the solution reflected their expectations and making adjustments when needed.

Step Five: Handover & Support
We delivered the setup ready to use, and continued to support their team with updates, questions, and ongoing optimization, ensuring they could always rely on the Coperitas LEM.

End results

Here’s what we accomplished together:

• Efficiency: No more manual diagram editing; charts are automatically generated and updated.
• Flexibility: Easy PDF exports allow for tailored reports by country or region in just a few clicks.
• Continuity: With our support, the client can keep the system up to date without being blocked by limited internal time.
• Future-Readiness: The foundation is now set to expand into transfer pricing documentation, building on the same streamlined approach.

Their Opinion

The client recognized the value of having a reliable visualization tool integrated into their Legal Entity Management System. They appreciated that Coperitas provided a solution that is ready when needed, while also offering ongoing support when their internal capacity is limited. This partnership gives them confidence that their complex global structure can be managed efficiently without overwhelming their internal resources.

Conclusion

Together with their team, we at Coperitas created a future-proof and fully automated approach to managing their legal entity structure. One that saves time, reduces errors, and scales with their global operations.

Do you have the same goals? Get in contact with us and discover how Coperitas can streamline your legal entity management too.

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