Document Workflow Automation
Eliminate manual routing and approval bottlenecks. Our automation engine handles document routing, approval chains, notifications, and escalations based on rules you define.
- Custom workflow designer
- Automatic routing and notifications
- Approval chain management
- SLA tracking and escalation
- Up to 50 active workflows
Secure Archive Management
Long-term document storage with enterprise-grade security. Automated retention policies ensure compliance while legal hold features protect documents during litigation.
- Encrypted storage in Canadian data centres
- Automated retention policies
- Legal hold capabilities
- Disposition workflows
- 500 GB included storage
Compliance Tracking Suite
Stay audit-ready with comprehensive compliance management. Track document versions, maintain detailed audit logs, and demonstrate adherence to regulatory requirements.
- Complete audit trail logging
- Version control and comparison
- Regulatory framework templates
- Compliance reporting dashboard
- Automated policy enforcement
Enterprise Document Platform
Our comprehensive platform combines all core capabilities with advanced features for large organizations. Includes unlimited users, priority support, and dedicated account management.
- All features from other plans
- Unlimited users and workflows
- Advanced analytics and reporting
- Priority 24/7 support
- Dedicated account manager
Custom Integration Services
Connect our platform to your existing enterprise systems. Our integration team builds custom connections to ERP, CRM, HR systems, and other business applications.
- API development and configuration
- ERP and CRM connectors
- Legacy system integration
- Data migration services
- Ongoing maintenance available
Training and Implementation
Comprehensive onboarding and training services to ensure successful adoption. Our implementation specialists guide your team through every step of the deployment process.
- Requirements discovery workshop
- System configuration and setup
- Administrator training sessions
- End-user training materials
- Post-launch support period
