Document & Records Automation

Incoming email attachments and scanned paper read, named, filed and indexed, with a person reviewing anything unclear.

Document & Records Automation solutions

01
Document Storage Automation
Names, files and indexes incoming documents in the correct folder, with no hand filing.
02
Email Attachment Filing
Takes paperwork off incoming email and files it to the right job or client.
03
Scanned Document Intake
Reads scanned paper, names it, files it to the right job or client and indexes it.
04
Purchase Order & Contract Check
Checks incoming orders and contracts against the price sheet and lists each mismatch.
05
Electronic Forms & Signatures
Digital forms and e-signature routing, with a record of who signed and when.
06
Compliance Document Tracking
Tracks insurance certificates, licenses and W-9s, with alerts before each one expires.
07
Sales Order Processing
Turns emailed and PDF orders into entered orders.

Industries

Medical Practices
Phone intake, scheduling, patient forms and billing follow-up, with staff in charge of anything clinical.
Dental Practices
Booking, recall, insurance verification and patient forms for dental offices, with the front desk in charge.
Veterinary Practices
Appointment booking, vaccine reminders and client communication for animal clinics.
Chiropractic & Physical Therapy
New-patient intake, scheduling and care-plan follow-up for chiropractic and therapy clinics.
Home Services & Trades
Calls, estimates, dispatch, paperwork and invoicing for roofing, HVAC, plumbing, electrical and field service companies.
Construction & Contracting
Contract checks, progress billing, job costing and document control for general contractors and specialty subcontractors.
Manufacturing & Machine Shops
Quoting, order entry, purchasing, job costing and quality records for job shops and small manufacturers.
Law Firms
Intake calls, case-system entry, inquiry replies, engagement letters for signature, invoicing and unpaid-invoice follow-up for law firms and solo practitioners.
Property Management
Maintenance requests, rent collection and tenant communication for property managers.