Document management systems and document automation software
Keep versions, approvals and signatures in one place, and let the system fill in the paperwork
Contracts get built by editing an old file, approvals happen in email threads, and nobody is sure which version the client signed. We build document systems that create documents from your data and templates, send them for approval and e-signature, and file the signed copy against the right client or project. Documents that arrive from outside, such as invoices, orders or forms, are read by AI and the fields filled in for a person to check. Every step leaves a record of who changed, approved or signed what.
Before
Spreadsheets, inboxes and copy-paste.
✓After
Read by AI, checked by a person, filed.