Discover how electronic records management can help your business prepare for an audit, protect sensitive records and more.
4 essential questions every records manager should ask when deciding which records to keep
Assessment worksheets for evaluating the status of your existing records management program—and prioritizing improvements
5 steps to implementing electronic records management—provided by an experienced records manager
Best practices for handling an unexpected audit, improving compliance and reducing time-consuming tasks around records storage and retention
Map out and automate tasks in your manual business processes with a code-free drag-and-drop designer to take an item from “initiated” to “complete.”
Eliminate paper forms, speed up manual approvals and automatically route completed form information into your CRM, ERP or legacy system.
Use data-based insights from your automated processes to remove bottlenecks and make informed business decisions.
Organize important information across the enterprise so the right people have access to the right content whether they’re in the office, working remotely or they’re a client or constituent accessing documents
Automate vendor onboarding, accounts receivable, contract management and more with award-winning software that optimizes inefficient processes, enabling you to better allocate your resources.
With a combination of security and compliance features, frequent security updates and the ability to redact sensitive documents in a cloud-based repository, you can trust that your data is secure and confidential.
Integrate directly with Salesforce, Dynamics 365, Microsoft 365, DocuSign, Ellucian and Redtail with tailored interactions that reduce development efforts.
Leverage custom integration tools for developers to create synergy with your existing infrastructure and software applications.
Use workflow bots that capture information from third-party websites, spreadsheets and other applications to integrate legacy and proprietary systems.
Let us show you how Laserfiche can help automate your business and transform the way you do work.