Streamline and Automate Mission-Critical Document Lifecycles
Upland’s Document Lifecycle Automation solution suite improves productivity and reduces cost by providing capabilities to digitize, organize, automate, integrate, analyze, and optimize high-volume processes.
Document Lifecycle Automation Solutions for Businesses on the Move
Combine disparate, disjointed business processes into streamlined lifecycles that capture data and content, automate workflows, and offer strategic insights based on intelligent analytics to help your organization remove bottlenecks and improve efficiency, all while ensuring your critical data is secure and compliant to standards across all industries. Upland Document Lifecycle Automation empowers organizations to focus on high-value goals that boost business performance instead of getting lost in the process details of comprehensive content management and maintenance.
Document Lifecycle Automation
Digitize to safeguard data while taking compliance, security, and accessibility into account.
Intuitive, straightforward organization is critical for a successful digital transformation.
Automate workflow reviews and approvals to drive ROI by streamlining lifecycles while ensuring audit readiness.
Leverage content across systems, reduce human error, and eliminate duplicates while ensuring a single system of record.
Pair system analytics with team feedback to expose and alleviate process hurdles to optimize your systems to full efficiency.
Archive & Dispose
Origination through end of life, archival and disposal tools help ensure you have access to needed data while mitigating risks.
Empower your back-office staff, improve your bottom line
Want negotiation power when it comes to your vendors? Real-time, concrete insights into your spend and ROI? Upland provides centralized vendor management with analytics that cover all the details when it comes to contracts, statements of work (SOWs), purchase orders (POs), and payments.
Reduce time to revenue with a low-code CRM integration that automatically builds contracts while simultaneously kicking off the review and approval process. Track contract amounts, key clients, and use Upland Analytics to ensure bottlenecks aren’t keeping revenue from hitting your bottom line.
Imagine having compliance and automation from the first application through offboarding and all the daily management, annual assessments, and archiving in between. Upland allows you to capture, track, and report on the entire employee lifecycle.
Seamlessly ingest and extract data from any legal document via any network-enabled device, and then automatically process and securely store that data to multiple destinations, including your matter-centric DMS.
Securely and seamlessly ingest and extract data via OCR from any legal documents and from any network-enabled device, then automatically process and store in specific client and matter-centric folders in their final destination.
Tailor content, boost collaboration, and reduce proposal response times. Automation is the engine that allows your proposal and sales teams to quickly prepare eye-popping RFP responses that differentiate your organization and win more business. That extra time saved means your teams can create more proactive proposals and win more deals.
Creating a persuasive sales proposal means tailoring every answer to specific client need. Getting that done, without reinventing the wheel every time, is about intelligent automation and a flexible, accessible content library. With Upland, be confident that your team delivers high-quality, proactive proposals with best-in-class winning content.
Ditch the days of running your customer reference program in a spreadsheet and make it world class. With Upland’s full-service platform for managing a robust customer reference program, efficiently manage, protect, and leverage the voice of the customer in sales and marketing activities to impact revenue in a buyer-preferred, trusted format.
As security concerns loom larger, the volume of security and due diligence questionnaires has increased dramatically. Upland allows you to stimulate collaboration with technical, information security, sales, and product teams through intelligent workflows, allowing you to be confident your response is current and compliant.