Key features
Structure intake workflows for any work types
Triage manually or automatically to internal and external parties for input
Create fully self-service workflows including document automation
Track intake reporting and KPIs with live dashboards
Automate using your data: notifications, document production, task allocation
Integrate with existing or new systems with our comprehensive APIs
Intake landing pages
Create landing pages for internal or external users, with multiple work types, embedded analytics, or links to information. Brand your portal for services to customers
Self-Service
Create fully self-service workflows using our automation engine to generate and send documents back to the user, or integrate with e-Signature for self-service contracts
Flexible triage
Use flexible triage to manage work allocation: allocate work manually or automatically depending on work types or location, and route work to customised team workspaces for completion
Performance and analytics
Track and play back key KPIs, service levels or any combination of analytics either to internal or external users