Intelligent Document & Case Management
Built for the Modern Enterprise
One platform for document governance, digital case management, AI-powered workflows, and e-signatures. Replace OnBase, Laserfiche, and legacy BPM tools with a unified, compliance-ready solution.
Trusted by enterprises across regulated industries
Fragmented Tools Are Costing You
Most organizations run separate systems for document storage, case tracking, workflow automation, and e-signatures. The result is lost context, compliance gaps, and slow resolution times.
Documents stored separately from the cases they belong to — teams spend hours hunting across systems to assemble context
No built-in case lifecycle: manual email chains, spreadsheets, and shared drives substitute for real case management
Workflow engines without AI steps cannot auto-classify, route, or escalate based on document content
Disconnected e-signature tools break audit trails and delay resolution of regulated processes
Documents. Cases. Workflows. AI. All in One.
Built for legal, financial, healthcare, and government teams who need document governance, case tracking, and process automation in a single governed platform.
AI Auto-Classification
ML models classify and tag documents on ingestion against your custom taxonomy. Confidence scores below threshold are flagged for human review. No manual indexing.
Information Rights Management
Per-document access control with watermarking, download and print restrictions, user and role allow-lists, and hard expiry dates enforced at the preview layer.
Retention and Disposition
Automated retention schedules across gestion, central, and historico phases. Legal holds, a disposition queue, and full ISO 15489 and AGN-RD compliance built in.
Visual Workflow Builder and AI Agents
Design BPM workflows with conditional routing and approval chains, then embed AI agent steps for classification, OCR, or analysis. Monitor every execution in real time.
Digital Case Management
Track expedientes, tramites, and incidents from creation to resolution. SLA timers, escalation rules, assignee management, linked documents, activity timeline, and collaborative comments — all in one case view.
Immutable Audit Trail
Every action is logged with user identity, timestamp, and IP address. Tamper-proof records feed one-click compliance reports ready for regulators.
E-Signatures via DocuSeal
Request signatures on any document directly from a workflow step. Track completion status in real time, store signed copies, and maintain a full signature audit log — no third-party accounts required.
Dublin Core and Full-Text Search
Full Dublin Core metadata panel per document aligned to ISO 15836 and ISO 15489. Full-text search across document content, metadata, versions, and case comments in under 2 seconds.
Multi-tenant with Role-Based Access
Complete tenant isolation with per-role permissions, MFA, and a superadmin console. Configure access at the tenant, role, document, or case level without touching code.
Enterprise Integrations and API
REST API, outbound webhooks, and a tenant-configurable integration marketplace let you connect any external system — SAP, Salesforce, Microsoft 365, and more — without custom middleware.
See How We Stack Up
| Feature | GlobalDocs | OnBase | Laserfiche | DocuWare | M-Files |
|---|---|---|---|---|---|
| AI Auto-Classification | check_circle | check_circle | check_circle | cancel | cancel |
| Retention (ISO 15489 + AGN-RD) | check_circle | check_circle | check_circle | cancel | cancel |
| Digital Case Management | check_circle | cancel | cancel | cancel | cancel |
| Built-in IRM with Watermarking | check_circle | cancel | cancel | cancel | cancel |
| Real-Time Immutable Audit Trail | check_circle | check_circle | check_circle | check_circle | check_circle |
| Dublin Core + Metadata Standards | check_circle | cancel | cancel | cancel | cancel |
| Native E-Signature Integration | check_circle | cancel | cancel | cancel | cancel |
| Visual Workflow Builder + AI Agents | check_circle | cancel | check_circle | cancel | cancel |
| Multi-tenant with Role-Based Access | check_circle | check_circle | check_circle | check_circle | check_circle |
| Transparent Pricing | check_circle | cancel | cancel | cancel | cancel |
Built for Every Regulated Industry
Legal and Contracts
Manage NDAs, contracts, and matter files as linked cases. Attach documents, request e-signatures through workflow steps, enforce IRM access restrictions, and maintain a full Dublin Core metadata trail for archival compliance.
Financial Services
Open incident and compliance cases, link supporting documents, trigger AI-assisted review workflows, and close with e-signature confirmation. Immutable audit trails and ISO 15489 retention schedules keep you regulator-ready.
Healthcare and Government
Track patient file requests, regulatory submissions, and inspection cases from intake to resolution. AI classification on ingestion, per-document IRM policies, SLA tracking, and AGN-RD compliant disposition workflows.
Trusted by Compliance Teams Worldwide
“We replaced Laserfiche in 6 weeks. The case management module eliminated email chains for document approvals — everything is now tracked, timestamped, and audit-ready. Compliance prep dropped from 3 days to 3 hours.”
“The AI classification cut manual indexing by 90 percent. The case-linked e-signature workflow replaced DocuSign for our internal processes and saved us thousands per year.”
“Finally one system for documents and cases. The SLA tracking and escalation rules alone justified the migration. AI agents handle routing automatically and the audit trail satisfies every regulator we deal with.”
Ready to Unify Your Document and Case Operations?
Join 500+ enterprises that replaced fragmented ECM, BPM, and e-signature stacks with a single governed platform.