Current Pain Points in Document Management

• Time-Consuming Manual Tasks: Staff spends hours downloading files from emails or transfer services, then manually uploading them one by one
• Inconsistent Organization: Without automation, folder structures vary depending on who processes the documents
• Error-Prone Process: Files frequently end up in incorrect locations, leading to wasted time searching for misplaced documents
• Staff Frustration: Administrative team members are burdened with repetitive, low-value tasks instead of focusing on client service

For businesses processing client documents daily, these inefficiencies add up to significant lost productivity and potential compliance risks.