Workflow Solutions

STREAMLINE YOUR OFFICE FORMS

Our Workflow Solutions reduce the paperwork on the client end and the office end. Imagine having one online form that automatically creates multiple documents and instantly sends those documents to one or multiple locations. 
Quick, clean and readable.

Client Friendly

If you are asking your clients to enter the same information on multiple forms you're making a statement that customer service isn't really that important. Letting them fill out one form makes a statement about how you value their time.

Office Smart

Need your client information sent to multiple people or places? We can parse the client data into separate forms and route them to the places they need to go.

Faster/Easier

The quicker you can get your data into the right hands the happier everyone will be. When the web form is completed the documents are automatically sent to their destination.

Need multiple documents notarized?

Our Workflow Solutions make this quick and easy.
You initiate the process by filling in the web form that generates all of the necessary forms at one time, completely filled out and ready for signatures and notarization. The forms are routed to us and we schedule the Remote Notary Session and then email the notarized forms back to you and/or the client. Why not make things easier for your clients and your team?
Let's Talk This Over

Need a custom solution to a unique problem?

Perfect. We're made for this.
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