With forms, all you need to do is send a link and the process can begin.
Keep all related documents and information together in one place.
Assign responsibilities and maintain full visibility into the progress of each request at all times.
All repetitive tasks are automated, allowing you to focus on what really matters.
Say goodbye to hundreds of emails
Add all the fields you need for your requests and processes.
Send a link to your customers so they can complete the form online.
Receive notifications as soon as a form has been completed and submitted.
Everything in one place
Create custom records with the fields you need.
Keep all related data and documents connected to each case.
Link information across your system and eliminate duplicate data entry.
We work alongside you to successfully implement your case and process management software. R2 Docuo is tailored to your specific needs, delivering value through the experience we have gained working with hundreds of organizations.
And automate repetitive tasks
Standardize your workflows to improve efficiency and reduce manual effort.
Track the status of every request in real time.
Get alerts when important deadlines are approaching or when a workflow progresses to the next stage.
From start to finish
Automate repetitive tasks at every step and keep processes moving without manual intervention.
Send emails, SMS messages, and forms, generate documents with AI, convert them to PDF, and more.
Streamline your approval and signature processes with legally compliant electronic signatures.
Cases and workflows are just one part of your business. What if you could manage everything in a single platform?
Add contract management, invoicing, proposals, HR processes, and much more.
Using Word 365 templates
Your documents are generated automatically using data from each case or process.
Include optional clauses and content blocks that adapt to every situation.
Add templates to a workflow to automatically generate and send documents.
Secure and reliable
AI reads and understands your information for you.
Extract key information automatically and populate data fields without manual work.
Chat with your documents and instantly retrieve the information you need, from specific data points to KPIs and insights.
See how hundreds of organizations have transformed their processes with R2 Docuo.
