We build a workflow that recognises executed documents arriving by mail, files each into the right client folder in SharePoint, and records the metadata that makes it findable in two years — counterparty, document type, date signed, term, notice period. Invoice filing handles what your suppliers send you; this handles the paperwork you will one day have to produce.
A countersigned contract, NDA, or engagement letter comes back by email
It is filed to that client's SharePoint folder with the counterparty, signature date, and term recorded
We agree the document types, the folder each belongs in, and the fields worth capturing.
We build the recognition and filing on Azure, pointed at that mailbox and that library.
We test it against a batch of your existing signed documents before it goes live.
Anything it cannot classify confidently is set aside for a person rather than filed wrongly.
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding and run it against the permissions listed in our terms. Review recorded automated runs in your Microsoft 365 activity view. Coverage is partial, not a record of every access or a complete cross-product audit trail. See how it fits together.
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
A new hire is ready on day one, and loses access just as cleanly when they leave.
Choose a management plan to begin onboarding. We will review the fit and agree an estimated setup timeline based on scope, Microsoft licensing, admin access, and DNS readiness. This is not a guaranteed go-live date.
Choose a management plan