Sysero Workflow & Document Automation

Sysero streamlines repetitive tasks such as document creation, approval processes and data entry, saving professionals substantial time and enabling them to focus on higher-value tasks and provide more strategic client services and is the only product available today that can be used to design and manage business processes which require the automation of simple and complex documents.

Using a no-code Document Automation tool, subject matter experts can create and maintain questionnaires that allow internal staff and clients to create custom documents containing pre-approved content in minutes. Used by some of the largest law firms in Europe to create documents and contracts, Sysero automation requires minimal training and end users need no training to produce high quality documents.

Sysero questionnaires integrate with our flowchart tool allowing firms to create processes that route data and documents as needed enhancing process efficiency and productivity. Our Business Process Automation minimizes the risk of human error in business processes that require document creation, reducing costly mistakes in contracts, reports, and other critical documents.

Many professional services firms use Sysero workflows for KYC/AML ensuring regulatory compliance. Our workflow automation helps ensure that documents and processes adhere to relevant laws and regulations, reducing compliance risks. With in-built auditing at every stage of the workflow and document creation process. Our automated workflows expedite document creation, reviews, and approvals, leading to quicker delivery of services to clients and shorter project timelines.

Sysero can help firms provide faster service delivery, fewer errors, and help maintain client satisfaction and loyalty, leading to potential business growth through referrals and repeat business. With built-in reporting and analytics capabilities, Firms can gain insights into their processes, measure KPI’s, identify bottlenecks, and make data-driven decisions for process improvement.

Available as an on-prem or cloud-based solution, Sysero Cloud allows professionals to access their workflow and document automation tools from anywhere with an internet connection. This is especially valuable for firms with remote or geographically dispersed teams, enabling collaboration and work continuity no matter where team members are located. Systems integration is provided by Sysero’s Data Action Framework allowing workflows to extract data from in-house and Internet facing information sources. This enables seamless data exchange and improved operational efficiency.