Document Management (DMS)
Every contract, letter, and signed policy attached to the record it belongs to, with a retention clock running.
Capabilities
What it does
- Templated letters and contracts with merge fields
- E-signature with audit trail
- Version history and supersession
- Retention and destruction schedules by jurisdiction
- Bulk generation for cycle events
- Granular access by document class
AI LAYER
Classification and expiry extraction on upload, so a visa or certification lands in the right class with the right renewal date without manual tagging.
