Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Docupilot allows you to create documents using intelligent templates and data. You can send the documents created on Docupilot as an email, or to your favorite apps like Zapier or Dropbox. It can be tedious to manually create new documents by changing the client's details, such as name and address. Docupilot allows you to use an existing document and modify the client details to client_name or client_address in order to create a customized document for each client. For client confidentiality, protect your documents with a password. Automated document creation means that you don't have to worry about accidentally entering the wrong client name. Automate tedious document creation. You can save an hour per document and spend that time on business growth. You can simplify your business's most complicated document workflows so you don't have repeat data entry. You can also integrate data from your CRM and HR, Forms, or Online databases automatically.
Description
Kiip is an innovative cloud-based solution tailored to enhance client management specifically for social service organizations. It creates secure, collaborative environments where clients and service providers can effortlessly share documents, fill out forms, and communicate in a streamlined manner. Among its notable features are digital intake packets, eligibility assessments, and consent forms, all designed to be completed remotely, thus eliminating the necessity for in-person meetings. The platform also aids in the identification and distribution of free or low-cost resources via a program search function, which allows for direct sharing with clients. Kiip further enables the sending, receiving, and monitoring of referrals, complete with automatic updates on the status of any actions undertaken. As a HIPAA-compliant solution, it functions as a secure repository for client information and documents while permitting data downloads for integration into other systems like HMIS or EHR. Available on any device without requiring additional applications, Kiip supports versatile workflows whether users are at the office, working from home, or out in the field. This flexibility ensures that social service organizations can maintain effective communication and management processes regardless of their location.
API Access
Has API
API Access
Has API
Integrations
Agolix by Assessment Generator
Axis LMS
Integrately
Kochava
KonnectzIT
Latenode
Make
Pipedream
Quickwork
Stackreaction
Integrations
Agolix by Assessment Generator
Axis LMS
Integrately
Kochava
KonnectzIT
Latenode
Make
Pipedream
Quickwork
Stackreaction
Pricing Details
$29 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Flackon
Founded
2018
Country
United States
Website
docupilot.app
Vendor Details
Company Name
Kiip
Founded
2021
Country
United States
Website
www.kiipco.com
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control
Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control