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About

A typical workflow is deployed in hours, while complex workflow can take up to 1 week. Operations workflow management platform that adapts to your organization and automates your business processes. Easily create custom workflows that fit your processes using the forms and terminology that you already know and love. Automate and integrate actions with in your workflows use action-bots from the library or create custom logic​. Documents and forms are at the heart of the organization, that's why we know that a solid and flexible document and form management is required to a successful workflow. Instantly collect data through any process in your business, analyze the metrics against your KPIs and identify any anomalies, bottlenecks and and inefficiencies in your process. Documents and forms are at the heart of the organization, that's why we know that a solid and flexible document and form management is required to a successful workflow.

About

Go paperless. The Form & Document Management CRM for all teams. Converting to a paperless office — the ultimate solution for small & medium-sized businesses. All your employees, customers & vendors in one database. Communication, tasks, forms and all paperwork paperlessly. All forms and documents electronically. Includes routing & approval tracking. Ok, you have data in the forms. How about making sense of the data or search by criteria you need? And share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Your documents in File Cabinet by custom fields and tags. We can help you digitize documents and forms, and transfer to an electronic filing system on Paperless Online. Contacts can login to self-service portal and submit required forms and documents. Store and easily retrieve all data, including forms, documents and files of your teammates, clients and vendors.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses looking an automation and machine learning algorithm solution

Audience

Companies of all sizes searching for an advanced Document Management solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$15 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Briefery
Founded: 2015
Israel
www.briefery.com

Company Information

Paperless Online
Founded: 2003
United States
paperlessonline.com

Alternatives

Alternatives

Etrieve

Etrieve

Softdocs
123FileIT

123FileIT

123File-IT
UnForm

UnForm

Synergetic Data Systems, Inc.

Categories

Categories

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Collaboration Features

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

Docusign
Dropbox
Google Docs
Microsoft Excel
Zapier

Integrations

Docusign
Dropbox
Google Docs
Microsoft Excel
Zapier
Claim Briefery and update features and information
Claim Briefery and update features and information
Claim Paperless Online and update features and information
Claim Paperless Online and update features and information