Launch with the Records Management team — the cross-cutting workflow every document-heavy operation runs. Industry-specific teams (law office, accounting practice, claims processing) on the roadmap. Specialists know the work from day one.
Set the goal. The team plans, coordinates, and executes on its own. No babysitting required for routine work. The Coordinator routes; the specialists execute.
When judgment matters, pair with a domain-expert Coach — records & information management pros, healthcare HIM specialists, legal records experts, compliance/retention pros. Coach Marketplace — coming soon.
MIT-licensed Community Edition you can self-host, or managed Cloud for teams that want zero ops. Every product capability ships in the open-source edition.