Document Lifecycle Automation

Streamline and Automate Mission-Critical Document Lifecycles

Combine disparate, disjointed business processes into streamlined lifecycles that capture data and content, automate workflows, and offer strategic insights based on intelligent analytics to help your organization remove bottlenecks and improve efficiency, all while ensuring your critical data is secure and compliant to standards across all industries. Upland Document Lifecycle Automation empowers organizations to focus on high-value goals that boost business performance instead of getting lost in the process details of comprehensive content management and maintenance.

We offer a wide range of industry specific Document Lifecycle Automation solutions such as:

  • Accounts Payable – automate invoice processing to eliminate late payments, duplicate payment and lack of visibility into performance and financial exposure.
  • Human Resources – manage processes from job requisition through separation to attract and retain first-choice candidates and maintain secure and complete personnel and payroll records.
  • Healthcare – improve patient care by improving the management of patient record information from legacy records, intake forms, e-forms and other correspondence and reduce expenses in patient accounting and other areas that divert resources from the core mission.
  • K-12 and Higher Education – control student records and documentation needed for accurate reporting to state and federal agencies and improve service to students, staff and other schools.
  • Legal – immediately access the details of contracts, client files, court documents or other documents and compile documents needed for filing using any device or via integration with practice management and other systems.
  • Government – serve constituents better despite cutbacks or budget constraints by increasing efficiency and providing secure self-service to documents.
  • Auto Dealerships – lower operating costs and improve customer service across single or multiple locations by digitizing deal jackets and back office processes.
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