Process Automation for Management Consulting Firms
True process automation begins by eliminating manual administrative tasks. Stop wasting billable hours chasing client paperwork and automate the first critical step: document collection.
Request a Demo →Why Top Consulting Firms Automate Document Collection
Our platform is designed to solve the specific document collection challenges of due diligence, client onboarding, and strategic engagements, giving your team back valuable time.
AI-Powered Document Analysis
Ensure data integrity for every project. Our AI analyzes submitted documents to validate authenticity, check expiration dates, and confirm completeness against your requirements.
Automated End-Client Follow-Up
Eliminate the manual chase for information. The system automatically sends reminders via email and WhatsApp to end-clients, notifying them exactly which documents are still needed.
Real-Time Status Tracking
Gain complete visibility across all your engagements. A central dashboard tracks the overall status of each end-client and every individual document, so you always know what's outstanding.