AI Docs

05/30/2022

How do you eliminate risk from your technology implementation?

You partner with the right company.

In addition to our unique keys to ensure your ROI
🔑 Unlimited user licensing, enabling your company to scale without additional cost
🔑 Full-service, turnkey implementation, ensuring faster time-to-value

your Forms2Docs implementation is with the Paperwork Pros Diamond Risk Protection.

05/30/2022

Change is hard. Change is uncomfortable. Change can introduce risk.

What if you invest time and money and the 'change' doesn't work?

Implementing new technology is change.

If your risk could be eliminated, are you open to change?

05/30/2022

Dreading next Tax Season? Burnout seem inevitable?

1 of the top 3 recommendations from CPA Practice Advisor to avoid burnout during tax season is “Delegate and Automate”, specifically “…use accounting software and solutions to automate time-consuming, manual tasks. All those minutes add up.”

Plan ahead for next year’s tax season with an automated approach to a Tax Organizer.

🎯 Allow your clients to self-serve as they’re guided through securely entering their tax information online
🎯 Enable them to upload and store their tax-related documents
🎯 Use a rule-based document creation platform to automate the creation of an Organizer

Avoiding Tax Season burnout = Your business pain relief

05/30/2022

What's one way to elevate employee morale? Automation.

⚡88% of small businesses say automation allows them to compete with larger companies in their industries*
⚡2 out of 3 knowledge workers say that automation helped them be more productive at work*
⚡65% of knowledge workers feel less stressed when tasks are automated*

Automation, not brute force.


*Source: Zapier's 2021 State of Business Automation

05/30/2022

Are your highly paid, highly valued, billable subject matter experts (SMEs) creating documents that can be automated?

Consider this scenario based on real-world conversation with a law firm:

👩Forms2Docs: Hey Ned, were the agreements you sent us, operating and incorporation docs, automatically generated?

👱‍♂️Ned: No, we have templates, but manually created.

👩Forms2Docs: Could they be automated?

👱‍♂️Ned: Well, all the state statutes are different, and all the docs are different, but all the questions we ask clients are the same.

👩Forms2Docs: Huh. What’s your current process? How many people work on creating the docs?

👱‍♂️Ned: We have 3 full-time people manually generating documents related to incorporating businesses. Each document is then reviewed by 1 of 7 attorneys before it’s sent to the client. There are rules and ethics around having non-lawyers doing the work, so even if a paralegal does the work, a lawyer needs to review.

👩Forms2Docs: Ned, we need to dig deeper on this, but I believe we can help speed up your process, ensure accuracy, and allow those 7 attorneys to focus their time on billable activities.

👱‍♂️Ned: 💡 Let me talk with my Co-Chair about which of our processes is most worth automating. Come back to me next week on the 18th or 19th and we’ll figure out where to start.

Would it make sense for us to talk about your process? If we can help, we’ll prove it, risk free.

05/30/2022

05/30/2022

Are you frustrated chasing your customers for information just so you can deliver your proposed solution?

You know their schedules are jammed. You know their list of ‘A’ priorities is endless. But you can’t help solve their problem if the project never starts.

With Forms2Docs, your customers easily enter that information you’ve been chasing and can do so 24x7. Intelligent forms guide them through the process, automatically creating a document and allowing them to upload related files.

The results? You get the information you need faster. You're able to help your customers sooner. Your customers find you easier to work with.

03/06/2021

Paperwork Pros recently launched a custom business management application for a New Jersey-based electrical contractor using the AppSheet platform. Built in less than three weeks while staying on budget, the comprehensive app demonstrates the speed and flexibility that no-code development can provide.

The Donnelly Electric app provides a single source to record job status (Pending, Scheduled, In Progress, and Completed), manpower resourcing and customer communications. The application helps the company keep track of job scheduling and manpower while providing a 24/7 resource of shared information on every job so that Donnelly Electric can track, manage and optimize each project.

https://www.paperworkpros.com/news/paperwork-pros-develops-custom-app-for-electrical-contractor/

02/21/2021

Insurance Agency Mary Hunt Agency, LLC worked with Paperwork Pros to develop a single application using AppSheet that connects their CRM, ActiveCampaign, and customer database with their virtual contract employees while limiting their access to sensitive information. The application would also provide a fast and efficient way to update customer information, process applications and quotations, while plotting all of the company’s current customers on a map.
https://www.paperworkpros.com/case-studies/case-study-insurance-agency/

02/09/2021

Paperwork Pros is proud to announce a new partnership with Integromat, an industry-leading online integration platform. The combination of Paperwork Pros’ expertise in no-code software development with the integration capabilities and hundreds of standard integrations that Integromat offers, has already been a significant advantage for Paperwork Pros’ customers.

https://www.paperworkpros.com/news/paperwork-pros-becomes-official-integromat-partner/