What is Flowtrics?

Flowtrics provides a comprehensive solution for automating business processes by leveraging Artificial Intelligence. It specializes in managing data, tasks, contracts, and documents through automated workflows. The platform utilizes AI technologies like Optical Character Recognition (OCR) and Natural Language Processing (NLP) to read, analyze, and extract critical information from various documents, significantly reducing manual data entry and associated errors. This allows organizations to streamline operations, improve accuracy, and focus on core activities.

The platform offers a suite of integrated tools including a no-code form builder for creating web and PDF forms, eSignature capabilities, robust contract lifecycle management (CLM), and enterprise content management (ECM). Flowtrics aims to enhance productivity by automating repetitive tasks, integrating disparate systems, managing task assignments through visual tools like Kanban boards, and providing process intelligence for workflow optimization. It caters to various industries by offering tailored solutions to meet specific operational needs, ultimately helping businesses cut costs and improve overall efficiency without requiring specialized coding skills for customization.

Features

AI Document & Data Processing: Utilizes OCR and NLP to read, analyze, extract information, and conduct data analysis on documents.
Workflow Automation: Automates tasks, integrates systems, triggers actions, routes tasks, sends notifications, and analyzes workflow data.
Form Builder: WYSIWYG editor enables creation of custom web forms and PDF documents without coding.
eSignature Services Pro: Facilitates secure electronic signing of documents within workflows.
Contract Lifecycle Management (CLM): Provides AI-driven tools to manage contracts from creation through renewal.
Task Management Automation (TaskFlow): Automates task lists, sets priorities, triggers actions, and manages assignments.
Process Intelligence: Offers insights into operational performance and task progress to optimize workflows.
Kanban Board: Visual interface for organizing and tracking tasks, projects, leads, and processes.
Enterprise Content Management (ECM): Manages the full document lifecycle including capture, management, delivery, and retention.

Use Cases

Automating HR processes including employee onboarding, training, and lifecycle management.
Streamlining resident admissions and managing paperwork in Skilled Nursing Facilities.
Managing administrative and academic workflows in Higher Education institutions.
Optimizing legal matter management, including document tracking and task automation.
Improving healthcare operations such as patient onboarding and data management.
Enhancing efficiency in Government Municipals and School Districts processes.
Managing real estate transactions and automating communication with stakeholders.
Streamlining lending and mortgage application processes and workflows.
Building custom no-code applications for specific business workflow automation needs.