Built for the paperwork you have
The same system, shaped around the documents your team deals with every day.
Homeowners associations
Residents get the documents, forms and signatures they need on your own website. Staff get the whole system behind it.
Property management
Leases, notices and maintenance requests move through one system, with a tenant-facing side you can put on your own site.
Local government
Records requests, permits and council packets handled in one system, with a public side residents can reach without calling the office.
School districts
Enrollment packets, permission forms and policy libraries in one system, with a parent-facing side on the district website.
Higher education admissions
Applications, transcripts and supporting documents arrive indexed, route to reviewers, and stay findable afterwards.
Churches and faith organizations
Bulletins, policies and forms reach members on your own site, while member records and giving stay private to the office.
Nonprofits
Collect applications on a form, route them for review, and keep the documentation a funder will ask for.
Trade associations
Certification evidence, renewals and member documents arrive on forms and stay findable against the member they belong to.
Utility cooperatives
Service requests and applications arrive on forms, while easements, plats and board records stay indexed for as long as the line is in the ground.
Libraries and archives
Catalog what you scan with the fields your finding aid uses, and publish the parts that should be open.
The same shapes, elsewhere
Four problems, under a lot of different job titles
The pages above are written for a specific kind of organization. These are not, but the shape is the same, and one of them is probably yours.
Intake-heavy
Forms and signatures arriving constantly, from people who will never log in.
- Insurance agenciesClaims intake, policy documents
- Healthcare and dentalPatient intake, consent, releases
- Veterinary practicesPatient records, consent forms
- Senior livingAdmissions, resident records, care plans
- Childcare centersEnrollment, immunization records
- Staffing agenciesOnboarding packets, contractor documents
- Clubs and membershipsWaivers, joins, cancellations
- Title and mortgageClosing packages, loan conditions
Approval-heavy
The routing is the job: it has to reach the right person and be recorded.
- Accounts payableInvoice capture through to approval
- Accounts receivableInvoices out, collections
- Human resourcesEmployee files, policy acknowledgement
- Legal firmsMatters, client intake, production
- Accounting and CPA firmsClient collection, engagement letters
- ConstructionSubmittals, RFIs, closeout, subcontractors
- Architecture and engineeringDrawings, transmittals, records
- Facilities managementWork orders, vendor certificates
Compliance and retention
The record has to survive an audit years after the person who filed it left.
- Manufacturing qualitySOPs, quality and supplier records
- Pharmaceutical and life sciencesValidation records, controlled SOPs
- LaboratoriesChain of custody, results
- Food and beverageSafety records, supplier certificates
- Banking and credit unionsLoan files, member onboarding
- Environmental consultingPermits, monitoring reports
- Public safety and fireIncident reports, training records
- Energy and landLeases, land records, billing files
Transaction files
One case, many documents, and it is only finished when none are missing.
- Real estate brokeragesTransaction files, disclosures
- Auto dealershipsDeal jackets, titles
- Equipment dealersService records, warranty claims
- Logistics and freightBills of lading, proofs of delivery
- Hospitality and eventsContracts, event orders, certificates
- Retail chainsStore operations and HR documents
- Medical billingClaims documentation, appeals
- Grant administrationApplications, awards, reporting
Not listed is not the same as not suited. If the shape above looks like your week, the answer is the same one.
Start free, today
Create an account and put a real document through it in the next ten minutes.
Prefer to talk? Call (863) 937-0272