Document Management Solutions for SMBs

Your business thrives on information. Our comprehensive Document Management Solutions empower you to centralize, secure, and access critical data with ease.

From contracts and invoices to compliance records, our platform centralizes your documents in a secure, searchable, and user-friendly system. Eliminate paper-based inefficiencies, reduce human error, and empower your team to focus on what matters—driving your business forward.

Centralized Document Storage

Improved Collaboration

Automated Workflows

Virtual Data Room Setup & Configuration

Data Encryption & Access Control

Protect your files with military-grade encryption, ensuring that data is unreadable to unauthorized users, both in transit and at rest. Define user permissions to ensure only authorized personnel can access, edit, or share sensitive documents. Add an extra layer of security with MFA, reducing the risk of unauthorized access even if credentials are compromised.

End-to-End Encryption

Granular Access Control

Multi-Factor Authentication (MFA)

Audit Trails & Compliance Management

Track every action taken on your documents—from views to edits—with detailed, time-stamped logs for full transparency. Meet industry standards like GDPR, HIPAA, and SOC 2 with built-in compliance features that simplify audits and reporting. Receive instant notifications for suspicious activities, enabling you to respond swiftly to potential threats.

Automated Version Control

Comprehensive Audit Logs

Proactive Alerts

Regulatory Compliance

Secure Collaboration & Sharing

Share documents internally and externally with password protection, expiration dates, and download restrictions. Prevent unauthorized distribution by embedding dynamic watermarks and controlling how documents are used. Enable teams to work together on documents without compromising security, with version control and encrypted communication channels. performance. We conduct rigorous usability testing to identify friction points and optimize interactions.

Activity Tracking & Reporting

Real-time Collaboration

Secure File Sharing

Watermarking & Digital Rights Management (DRM)

Secure, Scalable, and Intelligent Document Management

Our Enterprise Document Management (EDM) solutions provide a centralized, secure, and scalable platform to streamline your document workflows, enhance collaboration, and drive productivity.

Document Digitization

  • Reduced Storage Costs
  • Enhanced Accessibility
  • Improved Searchability

Document Indexing

  • Efficient Organization
  • Faster Searches
  • Enhanced Accuracy

Secure Document Storage

  • Data Security
  • Compliance
  • Disaster Recovery

Workflow Automation

  • Reduced Manual Tasks
  • Improved Consistency
  • Enhanced Productivity

Version Control

  • Track Changes
  • Prevent Conflicts
  • Ensure Accuracy

Document Collaboration

  • Seamless Sharing
  • Real-Time Editing
  • Improved Communication

Mobile Access

  • Remote Work
  • Increased Flexibility
  • Enhanced Productivity

Document Retention

  • Regulatory Compliance
  • Efficient Management
  • Reduced Clutter

Audit Trails

  • Accountability
  • Enhanced Security
  • Compliance

See Our Electronic Document Management System in Action

Discover how our Electronic Document Management System (EDMS) can streamline your document workflows, improve security, and enhance collaboration. Schedule a personalized live demo today and experience the efficiency firsthand.

Secure Your Assets. Scale with Confidence.

Our business document management solutions centralize your documents into a single, intuitive system.

    Document Digitization and Storage

    Reduce expenses on physical storage and paper-based processes by up to 30%, freeing up budget for core operations. Eliminate the need for filing cabinets or offsite storage, reclaiming office space for productive use. Protect documents from loss due to fire, theft, or damage with secure, backed-up digital archives.

    Automated Document Workflows

    Accelerate document turnaround by automating tasks, cutting approval times by 50%. Standardize processes across teams, reducing errors and ensuring uniform handling of critical documents. Track document progress in real time, enabling proactive management and faster decision-making.

    Secure Access and Permissions

    Prevent breaches with end-to-end encryption, ensuring client and proprietary information stays confidential. Assign permissions by user, role, or department, minimizing internal risks and maintaining accountability. Meet industry regulations (e.g., GDPR, CCPA) with secure access logs and audit-ready features.

    Intelligent Document Search and Retrieval

    Find documents in seconds rather than hours, boosting team productivity and responsiveness. Leverage metadata and AI to categorize documents automatically, reducing manual sorting efforts. Enable all departments—sales, HR, finance—to access relevant files instantly, enhancing collaboration.

Our client say

Automate Insurance Document Workflows

Streamline document-intensive processes, reduce operational friction, and deliver exceptional service—all while staying compliant and secure.

Claims Processing Automation

Reduce claims processing time by 50%, improving client satisfaction and retention. Automate data extraction and validation to eliminate manual mistakes, ensuring accurate payouts. Provide adjusters and clients with instant status tracking, enhancing transparency and trust.

Policy Issuance and Renewal Automation

Issue policies in hours instead of days, enabling quicker coverage for clients and faster revenue recognition. Standardize policy documents across agents and brokers, ensuring brand and regulatory alignment. Automatically notify clients and staff of upcoming renewals, boosting retention rates without added effort.

Underwriting Workflow Automation

Cut underwriting timelines by 40%, allowing faster quoting and binding. Integrate with external data sources for automated risk analysis, improving accuracy and pricing. Handle higher application volumes without increasing staff, supporting business growth efficiently.

Compliance and Audit Automation

Automatically enforce retention policies and document security, reducing compliance risks. Generate detailed audit trails instantly, cutting preparation time by 60%. Detect and flag compliance deviations in real time, minimizing penalties and reputational damage.

Start Automating Your Document Management Today!

Ready to eliminate manual inefficiencies and take control of your document workflows? Get started with a professional document scanning service near me and enjoy seamless document handling, compliance, and security.

Steps to Automate Document Workflow

Automating your document workflow can save time, reduce errors, and boost productivity. Our Document Workflow Automation service can transform your processes in five straightforward steps.

01 Identify and Map Your Document Workflows

02 Choose the Right Automation Tools

03 Design and Implement Automated Workflows

04 Integrate with Existing Systems and Tools

05 Monitor, Analyze, and Optimize Your Workflows

01 Identify and Map Your Document Workflows

We analyze your project scope—number of users, storage volume, and duration (e.g., short-term M&A vs. ongoing collaboration). This step identifies whether you need pay-per-use, subscription, or enterprise-tier pricing.

02 Choose the Right Automation Tools

Select software that integrates with your existing systems and supports your document workflow needs. Consider tools with features like document templates, electronic signatures, and workflow automation.

03 Design and Implement Automated Workflows

Use your chosen tools to design and build automated workflows that streamline document creation, review, and approval. Set up rules-based workflows that automatically route documents to the right people at the right time.

04 Integrate with Existing Systems and Tools

Connect your automated workflows to other business systems, such as CRM, ERP, or HR software. Ensure seamless data exchange and synchronization to maintain data accuracy and integrity.

05 Monitor, Analyze, and Optimize Your Workflows

Track workflow performance and identify areas for further improvement. Analyze data to optimize your workflows, reduce bottlenecks, and improve overall efficiency.

Transforming Businesses with Efficient Document Management

A Telemedicine System For Appointments Management

Creation of a Telemedicine System For Appointments Management

Challenges solved:

  • Development of the SaaS for providing and receiving telecare services
  • Providing 24/7 online access to video and audio consultations of general practitioners and clinicians
  • Creation of an online appointment booking functionality
  • Compliance with the requirements of GDPR and UK healthcare regulators (CQC and MHRA)

QMS for Medical Device Manufacturers

Development of a Quality Management System to Check FDA/ISO Compliance

Challenges solved:

  • Development of a Quality Management System (eQMS) from scratch
  • Automation and UX improvement of document flow and processes of FDA/ISO certification
  • Creation of a B2B SaaS to check compliance to FDA 21 CFR 820, 21 CFR 11 and conformance to ISO 13485:2016 and MDSAP

Technologies for Scalability and Security

Our Document Management System is built on a cutting-edge technology stack, ensuring reliability, scalability, and seamless integration for B2B enterprises.

Web Architecture

Frontend

Javascript

CSS

Vue

HTML5

React

Backend

Node.js

Database

MySQL

PostgreSQL

MongoDB

Elastic

Frameworks

Express.js

ASP .NET

Gatsby