Group documents together to give you A-Z clarity on the project. Case Manager has been intuitively designed to group related documents together for you so you don’t have to go searching. For example, it will recognise a PO, a delivery note and an invoice related to the same item(s).
Therefore™ securely captures, saves, indexes, reviews and validates documents and archives them once the mandated period expires.
We’ve created software that allows documents to be shared and edited without the confusion. Only one employee can edit a document at a time, check it back into the system and leave notes that inform colleagues of their changes. This is then sent to other employees to be reviewed and edited.
Big enterprises use big technology to stay ahead and now small businesses can too. Our user friendly software lets you save documents quickly and in a logical, organised way, find documents in seconds, ease admin burdens, improve customer service and ensure you don’t miss out on revenue opportunities caused by sluggish reactivity.
With our app, you and your employees can safely access information wherever you are, whenever you need it. Find and view documents, take and save pictures, update workflow tasks and index data, and save information from 3rd party software.
Whether you want to manage Therefore™ in-house or you're looking for a cloud solution, we can help.
Capture information from digital or paper documents. OCR is then applied to every page, combined with barcode recognition functionality to automatically capture index data.
The beauty of Therefore™ is that it can be accessed anytime, anywhere. Whether it's on your smartphone or tablet while you wait to board a plane or on a desktop browser, we have you covered.
Move from a paper-based process to a digitised system that will give you workflow efficiencies. Enjoy more time, greater accuracy and improved visibility and customer service as result.
Find the flaws that are slowing down your business workflow with real time data on key activities like invoice processing and sales reports. Even better, schedule this information to be sent to you.
In partnership with DocuSign®, you can sign documents with an electronic signature for security, traceability, and a fast approval process.
Therefore™ can be scaled up to suit your business requirements. As your business grows, you can add additional users and features to ensure your processes are always streamlined - no matter the size.
Therefore™’s security features ensure your information is vault-like secure, backed up, auditable and accessed by authorisation only – perfect for sensitive, confidential and classified files.
Case management allows you store all relevant case/project documents in a central location, so you can easily manage entire projects and search for relevant documents at the click of a button.
“Outstanding Information Governance Solution for the third consecutive year”
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