Document workflow automation

From mailroom chaos to routed cases—classification, extraction, SLA timers, and audit trails that stand up to internal and external review.

KYC refresh packs, vendor onboarding folders, and contract amendments arrived through different channels. Teams re-typed data into case tools; version drift between “what was signed” and “what is on file” created rework and compliance risk.

• Unified intake — single capture API with source metadata; optional human QC for edge layouts.
• Routing & SLAs — BPM or case-management integration with escalation paths and manager checkpoints.
• Evidence store — checksums, access logs, and retention schedules mapped to your records policy.

Cycle times for onboarding and refresh dropped; teams stopped duplicating data entry; risk and compliance gained a single place to prove who saw what, when.