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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Fortva is a comprehensive cloud-based platform for document management (DMS) and contract lifecycle management (CLM), designed to assist organizations in efficiently organizing, securing, and overseeing their documents and contracts in a centralized location. The platform facilitates every stage of the lifecycle, from document creation and collaboration to approval, e-signatures, and long-term storage. Key features encompass workflow automation, version control, redlining, audit trails, and the capability for secure sharing of sensitive information. By leveraging AI-driven OCR and data extraction technologies, Fortva streamlines various processes and provides valuable insights. It also prioritizes data security and compliance through zero-knowledge encryption, role-based access controls, and single sign-on (SSO) features. Moreover, its ability to integrate seamlessly with popular tools like Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier further enhances its utility by linking documents to essential business workflows. This comprehensive approach ultimately empowers businesses to manage their documents and contracts more effectively and securely.

Description

Intellistack Streamline is an AI-powered workflow automation platform that helps organizations modernize outdated business processes while maintaining high standards of data security. The platform combines workflow automation, document generation, contract lifecycle management, eSignature capabilities, and system integrations into a single no-code environment. Organizations can connect business systems, databases, healthcare platforms, CRMs, and collaboration tools to automate workflows and eliminate manual data entry. Intellistack Streamline is built with a data-safety-first approach, ensuring that security and compliance remain foundational components of every workflow. The platform supports industries such as healthcare, higher education, finance, legal services, human resources, and operations where secure information handling is critical. Users can create digital forms, automate approvals, manage referrals, coordinate onboarding processes, track applications, and streamline contract management without relying on extensive technical resources. Its contract lifecycle management capabilities include document generation, redlining, AI-guided playbooks, status tracking, and workflow automation. The platform also helps organizations reduce software sprawl by consolidating multiple vendors and disconnected applications into a unified solution. Intellistack Streamline enables teams to improve productivity, reduce operational risk, enhance data governance, and create more efficient business processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Amazon S3
Azure SQL Database
Docusign
Dropbox
Formstack
Formstack Documents
Formstack Sign
Google Cloud BigQuery
Google Drive
Microsoft Dataverse
Microsoft Excel
Microsoft Power BI
Microsoft Word
MySQL
PostgreSQL
Redox
SendGrid
Snowflake
Twilio

Integrations

Salesforce
Amazon S3
Azure SQL Database
Docusign
Dropbox
Formstack
Formstack Documents
Formstack Sign
Google Cloud BigQuery
Google Drive
Microsoft Dataverse
Microsoft Excel
Microsoft Power BI
Microsoft Word
MySQL
PostgreSQL
Redox
SendGrid
Snowflake
Twilio

Pricing Details

$299/year
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

Fortva

Founded

2019

Country

Ghana

Website

fortva.com

Vendor Details

Company Name

Intellistack

Founded

2006

Country

United States

Website

www.intellistack.com

Product Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

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

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