Build the workflow around your documents and business requirements

Legal

Prepare cash receipt documents and data, organize supporting expense records, and manage Outside Counsel Guidelines. Direct Crossroad and Aprotime connections support the specific financial and guideline workflows described on our solution pages.

Accounting and professional services

Organize client document packets, extract selected information into reports, and prepare supporting files for delivery. For engagement terms and billing rules, discuss how agreed rates, expense restrictions, and approvals could connect to your time and billing process.

Manufacturing and distribution

Bring remittances, consolidated invoices, or supplier document packets that require recurring handling. Review how to separate records, capture references and amounts, prepare supporting documents, and deliver outputs to your financial workflow.

Logistics and transportation

Explore document workflows around shipment packets, freight invoices, and customer-specific supporting records. Discuss the references, charges, output documents, and destinations your billing or operations team needs.

Healthcare administration

Discuss document preparation and extraction needs for billing, payment, and supplier administration. Review the required data handling, deployment, output formats, and receiving systems before selecting a workflow.

Shared services and outsourced operations

Identify repeated document tasks across the teams or clients you support. Review reusable configurations, organizational access, reporting, and destination requirements for your operating model.

Start with one defined process

Show us the incoming documents, the information your team needs, and the required outputs. We will review the applicable capabilities and integration requirements with you.