Human Resources & Legal

Run HR and Legal at the Speed of Your Business

Upland HR and Legal solutions deliver improved collaboration and operational control across your organization and streamline routine processes in order to make every employee faster, smarter, and more productive.

AccuRoute by Upland Sopftware

Secure document capture, fax, and distribution solution for server and cloud

How it helps:
All-in-one software platform for enterprise-class capture and fax that automates document-driven workflows and streamlines business processes.

Key business value:
Enables secure and compliant capture, routing and processing of documents and unlocks the value of unstructured content.

Primary Industries:
Banking & Finance, Legal, Healthcare

Learn more about AccuRoute »

Document & Workflow Automation

How it helps:
Provides user-friendly, powerful end-to-end cloud solution for document & forms management and workflow automation, with robust analytics and mobile capabilities. Automates repetitive manual workflows and improves the way work flows through the enterprise.

Key business value:
Enables effortless management of a range of business processes from beginning to end, including HR, accounts payable, contracts management, medical and student records, and other back-office processes.  Eliminates error-prone, paper-based processes, cutting costs and cycle times while supporting compliance with internal and external mandates.

Primary Industries:
Banking & Finance, Healthcare, Manufacturing, Government, Business Services, Utilities & Energy, Retail

Learn more about FileBound »

Intelligent Capture
Cloud-ready document capture and workflow

How it helps:
Offers customers a seamless onramp to the cloud so they can increase their speed of implementation, streamline document-driven business processes, reduce the cost of supporting infrastructure, ensure disaster recovery, and support greater processing power.

Key business value:
Enables organizations to capture, process, and deliver content securely while providing key analytical insights to decision-makers around their document lifecycles –– from the moment data is captured, through workflow routing, and onto final storage.

Primary Industries:
Legal, Healthcare, Retail, Manufacturing, Business Services, Government, Utilities & Energy

Learn more about Intelligent Capture »

Rant & Rave
Cloud-Based Customer Engagement Solutions

How it helps:
Enables users to capture, analyze, and act on real-time customer and employee feedback across multiple channels including SMS/mobile, email, web, and social media.

Key business value:
Uses powerful natural language processing to measure user sentiment in real time and extracts actionable customer insights to drive better outcomes. A robust reporting platform ensures frontline staff and marketing teams drive more effective customer engagement programs throughout the customer lifecycle.

Primary Industries:
Energy, Utilities, Retail, Hospitality, Entertainment, Finance, Public Sector, Business Services, Telecommunications, Managed Services, Transportation, and Logistics

Learn more about Rant & Rave »

woman in customer service wearing a phone headset

Knowledge Management (KM) for Customer Service

How it helps:
Provides a centralized cloud based knowledge hub to power all your customer contact channels. User-friendly templates enable every member of your organization to contribute to the knowledge base. Integrates seamlessly with CRM systems like, and NetSuite as well as with multiple content sources like SharePoint and FileBound.

Key business value:
Delivers the right answer to the right person at the right time, making your newest customer contact agents as productive as your best and most experienced agents and transforms the customer support experience resulting in happier, more loyal customers and team members.

Primary Industries:
Large Enterprise Call Centers, Banking & Financial Services, Utilities, Business Process Outsourcers

Learn more about RightAnswers »

Cloud PSA for Services Organizations

Upland PSA
Professional Services Automation (PSA)

How it helps:
Gives professional services organizations and finance departments a centralized yet configurable platform to manage their core business operations including project management, resource optimization, project accounting, time and expense management, and billing and revenue recognition. Adapts easily to existing business, finance, and operations processes.

Key business value:
Deploy the right teams for the right projects and gain real-time visibility into financials and forecast at the resource, project, and department levels throughout an organization’s project portfolio. Through process automation, significantly reduce time-to-close and error rates of critical financial cycles. Increase employee utilization, company revenue and profitability, and drive higher client satisfaction through enhanced services delivery.

Primary Industries:
Business Services, Software, Healthcare, Government, Manufacturing, Staffing Services, Financial Services

Learn more about Upland PSA»