Automate the creation and sending of forms & documents, including eSignature requests Automate the processing & validating of info Integrate and update systems with verified data Rules-based workflows to help ensure consistency Reduce costs Speed up processing Simplify decision making Balance…
M&A/ Data Rooms
Multi-format capture & conversion Identify and highlight key terms and information Capture and index key metrics and information Store in a metadata-based EDMS Orchestrate notifications, review tasks & workflows Find the information you need quickly & easily Store information securely Streamline…
Heritage documents
Scan paper contracts into a digital PDF format
Mixed sizes, condition, formats handled with care
Capture and key information & match to records
Make content searchable
Store in a Document Management System
eDiscovery/Litigation Support
Objective coding of digital and paper documents
Automated coding speeds up processing
Load file creation for eDiscovery; or
Supply Metadata & content searchable EDMS
Legacy Archive
Asset tracking of boxes in transit and processing
Scan at our office or yours
Advanced automated classification and capture
Innovative pricing to realise savings immediately
Host documents and data in a secure EDMS
Regulatory responses
Multi-channel capture of request for information
Automate responses, and orchestrate tasks
Convert & collate information digitally Digitally host, store, encrypt & share digitally
Create & maintain an audit trail
Public Inquiry responses
Scan HR files as a project or at point of use
Automatically extract & verify personnel info
Classify, collate and set retention by doctype
Digitally store and link to systems of record
Automate appending records with future docs
Contract Management
Use standardised filing criteria to store contracts
Search contracts by both filing criteria & content
Link contracts to associated documents (e.g. quotes, PO’s) from CRM, MS Teams etc.
Automate alerts for necessary actions & reviews
Contract Review
Capture key contract information (paper & digital)
Assign tasks according to dynamic rules
Easily track the status of a contract
Add notes & comments without changing the original to make decisions comprehensible
Hybrid Mail
Send ad-hoc and bulk mail items to us via our hybrid mail system Apply digital letterheads & inserts on-the-fly Apply barcode intelligence for tracking & tracing Intelligently route to digital & traditional channels Eliminate data breaches Reduce costs Free up office…