Automating forms and document handling
A form filled in online and then typed in again by somebody in the office is half a digitalisation. We do the other half.
What this is about
Forms and documents are where many companies have the most manual work left. The information arrives digitally, but it is copied out, pasted into a template, sent for signing and filed by hand.
We connect the form directly to the systems behind it, have documents made from fixed templates with the right details filled in, and make sure everything ends up in the right place. Where documents arrive in different formats, AI can read them and pull out what is needed.
What can be automated
Examples of tasks that can run on their own. Which ones pay off most is something we look at together.
- 01
Forms straight into the system
Answers land where they are used, without anyone copying them out.
- 02
Documents from templates
Contracts, quotes, confirmations and reports are filled in automatically with details that already exist.
- 03
Signing and filing
The document is sent for signing, and the signed copy is stored in the right place under the right name.
- 04
Incoming documents read
Attachments and scanned documents are interpreted, and their content is entered instead of typed.
What that has looked like
in practice
Questions about forms and documents
01
Can you automate the forms we already have?
Usually. The form can stay as it is, or be rebuilt where that gives a better result. What matters most is what happens after it is submitted.
02
How is personal data handled?
We collect only what is needed, store it where you are in control, and limit access to the people who use it.
03
Can the documents carry our own branding?
Yes. The templates are made with your logo, layout and wording, and look like the documents you send today.
Shall we look at what takes time where you are?
Tell us briefly how you work today, and we will say honestly whether it is something we can solve. Including when the answer is no.
Get in touch