onPhase
onPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.
Learn more
Docmosis
Docmosis is a self-hosted or SaaS template-based document generation solution. Integrate with custom-built software applications or popular third-party apps using the API.
Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more.
Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce.
Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.
Learn more
Process Server Software
Process serving involves numerous elements that must be considered when selecting appropriate software. Essential features such as GPS tracking, collaboration tools, and customizable affidavits are vital for contemporary process service software. It is important to evaluate your workflow and identify what is necessary for efficient task completion. Moreover, modern software that streamlines your workflow by eliminating unnecessary steps can be a valuable time-saver. Given that process servers handle sensitive legal data and payment information, ensuring the security of this software is paramount to prevent unauthorized access. It is imperative to choose process server software with bank-level encryption features. Moreover, server-side encryption and private URLs are fundamental requirements for any reliable process service software. In addition to security, regular data backups are essential to safeguard against data loss. Ultimately, the term "availability" encompasses various interpretations in the context of process server software, highlighting the need for comprehensive support and reliability. Choosing software that meets all these criteria will greatly enhance operational efficiency and safeguard sensitive information.
Learn more
Process Organizer
Enhance your workflow, oversee your servers, and strengthen customer relations all through a single streamlined system. By cutting down on hours of paperwork and minimizing errors, you can run a more effective process serving business. Fully operational from Day 1, it comes equipped with pre-built affidavits and reports. With Process Organizer, law firm clients can conveniently send additional tasks to process servers, complete with service documents. The client portal allows for simultaneous viewing of multiple processes, including status updates and scanned documents for easy access. Furthermore, Process Organizer can send automated email alerts to inform clients once a process has been served, attaching signed affidavits for their records. Process servers have the ability to enter all required details of their work orders directly from their mobile devices, utilizing a user-friendly interface designed for those on the move. The system incorporates dropdown menus where applicable, ensuring quick and uniform data entry for enhanced efficiency. This comprehensive tool ultimately aims to simplify the complexities of process serving for all involved parties.
Learn more
