For organisations where documents matter.

Pick the desk this lands on

• Healthcare Keep important healthcare documents organised, reviewable and traceable. Patient forms · Consent documents · Intake packets · Administrative records
• Legal Work with important documents without losing track of versions, changes or context. Matter documents · Agreements · Discovery materials · Client forms
• Mortgage & lending Move loan documents through the process without rebuilding the same paperwork by hand. Loan applications · Borrower documents · Disclosure packages · Income documentation
• Financial services Standardise document workflows while keeping the underlying record organised and traceable. Applications · Account documentation · Client forms · Reports
• Insurance Applications, claims and policy documents in one place, each with its own history. Applications · Claims documentation · Policy documents · Supporting records

Other regulated work

The five above are where we have thought hardest about the vocabulary, not where the product stops. If your work involves documents that have to be produced consistently, reviewed before they move, and accounted for afterwards, it is the same product and the same six stages.

• Accounting and audit practices — engagement documents, working papers, and client deliverables that have to look the same every time.
• Human resources — offer documents, policy acknowledgements and personnel files, each with its own history.
• Property and construction — contracts, surveys and drawings, with a diagram drawn onto the page it explains.
• Government and education administration — forms members of the public fill in without an account, answered back as rows and as the completed document.

Wondering whether it fits your work? Ask us.