A consulting firm processing 150–400 documents per month managed everything manually via email and chats — no ownership, no SLA tracking, constant delays. Built rule-based document routing: type-based distribution, counterparty assignment via CRM sync, approval chains, automatic task creation and deadline control with escalation triggers. Result: 400 docs/month processed with full automation, zero manual routing, complete traceability at every stage. Long-term client — re-engaged after successful CRM implementation as business scaled.
0 likes · 3 views · Jun 18, 2026
A consulting firm processing 150–400 documents per month managed everything manually via email and chats — no ownership, no SLA tracking, constant delays. Bu...
