UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes.
UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it.
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Aesthetic Insight is a comprehensive, cloud-based software solution that adheres to HIPAA regulations, specifically designed for medical spas and aesthetic clinics, integrating various functionalities such as scheduling, online booking, point-of-sale, and membership management into a cohesive platform. It allows clinics to manage online appointments with resource-based availability, streamline their intake and consent processes digitally, and oversee bundled service memberships with automated billing features. Additionally, the platform facilitates online product sales through its integrated ecommerce capabilities and enhances client engagement with personalized marketing campaigns. By consolidating front-desk operations, treatment records, and inventory management within a single interface, it simplifies clinic operations significantly. Moreover, the system includes advanced features like calendar management, client segmentation, automated reminders, and tracking for package redemptions, ensuring a seamless experience for both staff and clients. This holistic approach not only improves efficiency but also fosters stronger relationships between clinics and their clientele.
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Gavel
Gavel provides AI-powered contract review and legal document automation software for law firms, legal teams, and transactional attorneys. Its Gavel Exec product helps lawyers work directly in Microsoft Word and online to review contracts, suggest redlines, draft clauses, and create negotiation-ready comments. Legal professionals can use playbooks to apply consistent standards across matters and benchmark key contract terms against market data. Gavel Workflows automates the process of turning client intake responses into completed legal documents, including Word files and PDFs. The platform allows teams to build secure intake forms, add branching logic, perform calculations, and automate complex templates. Firms can also use Gavel’s ready-to-use legal template library to start quickly and customize documents for their own drafting standards. Gavel supports a wide range of practice areas, including estate planning, family law, real estate, corporate law, and probate. Its security framework includes encrypted intake, SOC 2 and HIPAA-compliant databases, AES-256 encryption, vulnerability testing, and 24/7 security oversight. By combining legal AI, automation, and attorney-focused support, Gavel helps legal professionals complete contract and document work more efficiently.
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Portal
Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.
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