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The Future is Paperless Forms and Real-time Process Visibility

Smart, Powerful and Super Simple to use Paperless Mobile Forms & Cloud Management Solutions for the Professional Services Industries
Accountants
Architects
Consultants
Customer Services
Engineers
Insurers
Interior Designers
IT Consultants
Landscape Designers
Legal Services
Paralegal Services
Reception Management
Structural Engineers
Surveyors
Veterinary Services

Forms and Processes Need to be Paperless & Automated

If ever an industry was plagued by paperwork and data re-entry, it is the Professional Services sector. With continued pressure on operational efficiencies and drive for improved customer experience, the sector is one that can easily be bogged down with paperwork. Smart, mobile technology with intuitive database integration can revolutionize the sector limiting the repetition, increasing efficiencies, improving communication and providing invaluable real-time reporting.

Intuitive Workflows , Lookup Services & Validation

Paperwork processing can be completed so much more efficiently in a paperless environment. Smart question and response routing saves time and errors. Data lookups on elements such as products, pricing and criteria ensure accuracy and correct procedure. Response field validation dramatically improves accuracy and compliance and mandatory field selection means required information cannot be missed.

Professional Services Need Visibility & Clear Communication

In a compliance intensive industry, visibility and communication is critical – everyone needs to be accountable and informed and systems need to put in place that save management time, provide real-time reporting and get rid of duplication and the paper chasing. Instant data collection, integrated workflows and professional client communication are all key elements of successful professional services operations.
A Professional Services Paperless System has to:
  • Be really simple for everyone to use
  • Work in all environments - with and without connection
  • Be mobile - the staff and consultants are mobile, the system has to be too
  • Time, Date, Location and Client and Task focussed
  • Be flexible - every financial process requirements are different
  • Be cost effective - the system needs to deliver

Start your Free Trial Today

No Upfront Fee, No Contract, No Credit Card, No Risk – Just a Great Free Trial

Paperwork is a real issue in our industry. With Formitize, not only have we got rid of our paper forms but we now have real-time visibility of what’s happening. The safety, time tracking and reporting elements are awesome!