Solutions

Custom Workflows,
Integrations & APIs

We connect your systems and build the automated workflows your team needs — from document routing and approval chains to bi-directional connectivity with your CRM, ERP, and legacy systems. No data silos, no manual handoffs.

Why Teams Invest in Workflow Automation

30-50% reduction in manual processing time for document-heavy workflows reported by companies using IDP

Source: McKinsey: Translating Analog Data into Digital Operations

545% ROI for every dollar spent on enterprise integration platforms over three years

Source: Forrester Total Economic Impact Study

Deloitte automated over 600 processes, achieving cumulative savings of more than 4 million labor hours

Source: Deloitte Internal Automation Results

Less than 12 months payback period for enterprise automation implementations, with $13.2M in benefits

Source: Forrester TEI: Automation ROI Analysis

What We Do

We Automate Your Document Lifecycle

From intake to archive, we map your document processes, identify bottlenecks, and build automated workflows tailored to how your team works.

Document Intake & Routing

We set up automated capture from email, web portals, scanners, and APIs, then configure intelligent routing rules so documents reach the right person based on type, content, and your business logic.

Data Extraction & Validation

We train AI models to pull critical data from your documents and validate it against your business rules and external databases. Edge cases get flagged for your team to review.

Document Generation

We build template systems that generate contracts, proposals, reports, and forms from your data sources. Your team gets correctly formatted documents without manual assembly.

Approval & Review Workflows

We design approval chains that match how your organisation actually makes decisions, with parallel and sequential routing, automatic escalation when things stall, and full audit trails.

E-Signature Integration

We connect your workflows to DocuSign, Adobe Sign, or other signature tools so documents route to signatories automatically, with status tracking and reminders handled for you.

Archive & Retrieval

We set up automated archiving with retention policies that match your compliance requirements, plus search and version control so your team can find any document when they need it.

How We Integrate

We Connect the Systems Your Team Uses

From cloud applications to on-premises databases, we build integrations that let your workflows span your entire technology ecosystem.

CRM & Sales Systems

We integrate with Salesforce, HubSpot, Microsoft Dynamics, or your custom CRM so contracts generate from opportunities, documents attach to accounts, and statuses stay in sync.

ERP & Financial Systems

We connect SAP, Oracle, NetSuite, QuickBooks, and similar systems so your team can automate invoice processing, purchase orders, financial reporting, and vendor management.

Communication Platforms

We wire up Microsoft Teams, Slack, and email so your team gets notifications, approves documents via chat, and shares files without leaving the tools they already use.

Document Management

We integrate with SharePoint, Box, Dropbox, Google Drive, or your custom DMS to automate filing, metadata tagging, version control, and retrieval.

Custom & Legacy Applications

We connect proprietary and legacy systems using whatever method they support: REST APIs, SOAP, database connections, or file-based integration.

Compliance & Security

We integrate with your identity management (LDAP, Active Directory, Okta), audit systems, and GRC platforms to ensure single sign-on, role-based access, and proper audit logging.

How We Help

Approvals, Collaboration & Custom APIs

We build approval chains that involve your internal stakeholders and external parties, and develop APIs so your systems talk to each other reliably.

Internal Approval Chains

We design multi-level approval workflows that match your org structure:

  • We configure role-based routing (manager → director → CFO → CEO)
  • We set up value-based thresholds that trigger different approval paths
  • We enable parallel approvals so multiple stakeholders review simultaneously
  • We build in automatic escalation when approvals are overdue

External Stakeholder Reviews

We set up secure collaboration with your external parties:

  • We build client review workflows with secure portals (no login required)
  • We handle multi-party negotiations with version tracking and redlining
  • We design regulatory submission workflows with compliance documentation
  • We configure time-limited access links with automatic expiration

Custom API Development

We build APIs that let your systems communicate reliably:

  • We design RESTful APIs with clear documentation your dev team can use
  • We provide SDKs in Python, Node.js, or .NET as needed
  • We set up webhooks for real-time event notifications
  • We implement OAuth 2.0 authentication, rate limiting, and versioning

Team Collaboration

We set up collaboration workflows for your team and external partners:

  • We enable threaded comments, document markup, and change requests
  • We maintain complete version history with side-by-side comparisons
  • We log every view, edit, approval, and rejection for a full audit trail
  • We configure real-time bi-directional data sync across your systems

Frequently Asked Questions

It depends on the process. In our experience, most document workflow steps -- intake, routing, data extraction, validation, generation, approval routing, signature orchestration, and archiving -- can be automated. The steps that remain manual tend to involve judgment calls, negotiations, or genuine exceptions. We design workflows with your team so automation handles the repetitive work and flags exceptions for human review.

Yes. We work with whatever your legacy systems support — direct database connections, file-based integration, SOAP web services, screen scraping, or custom middleware. We have connected mainframe systems, AS/400 platforms, and proprietary applications that have been running for decades. We assess your specific systems and constraints, then build the integration approach that fits.

No. We build automation around your existing processes, not the other way around. If we spot inefficiencies during the engagement, we will recommend improvements, but we never force changes just to fit a tool. The goal is for the technology to adapt to how your team works.

We bake security into every integration layer. That means end-to-end encryption for data in transit (TLS 1.3), encrypted storage at rest, and credential management through vaults. We use OAuth 2.0 or SAML for authentication, implement role-based access control, and set up comprehensive audit logging. Where your environment requires it, we configure network segmentation and private VPNs as well.

We design integrations with resilience in mind: automatic retry logic, circuit breakers, and graceful degradation. If a system goes down temporarily, data queues up and processes once the system recovers. We also build abstraction layers so that when vendors push software upgrades or API version changes, most updates require no rework on your side.

We build template systems that go well beyond mail merge. We set up modular clause libraries so documents assemble themselves based on your business rules and risk profiles. Content pulls from your data sources (CRM, ERP, databases), and we maintain version control and audit trails so your team always knows what was generated and why.

Let's Talk About Your Workflows

We will walk through your current processes and identify where automation and integration can save your team the most time.

Book a Discovery Call See How We're Different