From Paper to Process How Cal Baptist University Scaled Automation

Laserfiche Gold Certification Preparation Training

Get ready to take the Laserfiche Gold Certification Assessment!

Prepare to validate your knowledge and skills on the fundamentals of Laserfiche.

Laserfiche Recognized as a Leader in 2026 Gartner® Magic Quadrant™ for Document Management

Laserfiche named a Leader for the second consecutive time based on its Completeness of Vision and Ability to Execute.

LONG BEACH, CALIFORNIA, MAY 5, 2026 Laserfiche — the leading SaaS provider of intelligent content management — has been positioned as a Leader in the 2026 Magic Quadrant for Document Management. Laserfiche believes this recognition underscores the company’s commitment to empowering organizations to transform complex, operational business processes through AI-powered content management.

“It’s incredible to see Laserfiche recognized during the same week as our annual Empower conference, where we announced our latest agentic AI capabilities,” said Thomas Phelps, senior vice president of corporate strategy and chief information officer at Laserfiche. “We believe being positioned as a Leader — and receiving the highest overall rating among 16 vendors in Gartner Peer Insights, with a 4.7 out of 5.0 based on over 1,300 reviews as of April 30, 2026 — reflects our relentless focus on product innovation and delivering value to our customers.”

As the document management market continues to evolve and expand, the ability to bridge the gap between static content and actionable enterprise intelligence has become a defining competitive advantage. In the report, Gartner noted, “A key challenge for organizations is harnessing the potential of unstructured data (content) using AI, while simultaneously mitigating risks through robust control and governance.”

Governance-first AI Innovation

Laserfiche continues to accelerate its product capabilities to meet the demands of modern IT environments, focusing on features that turn structured and unstructured content into an enterprise asset. These features prioritize the rigorous information governance, security and compliance standards required by the world’s most demanding industries, including government, financial services and manufacturing.

The platform now features advanced AI-enabled data extraction via Smart Fields, the Smart Chat AI assistant, improved metadata experiences, and enhanced data lookups, all designed to optimize content, making it structured, accessible and ready for AI consumption.

The company’s roadmap includes the expansion of Laserfiche AI Agents functionality including the ability to embed agentic tasks directly into workflows, and the ability to run Agents in the background, monitoring the system for the specified conditions and then completing tasks ambiently. Laserfiche will also introduce additional security advancements in Q3 of 2026. These updates will further solidify Laserfiche’s ability to support highly regulated industries with secure, governed AI deployment.

“Laserfiche has served as the backbone of our finance operations for years, delivering the stability and granular governance we require for our critical documentation,” said Desiree Champaco, VP of information technology and supply chain at Diamond of California. “As Diamond optimizes how we work with suppliers, production partners and customers, Laserfiche’s AI capabilities will play a larger role in how we capture, deliver and leverage accurate, reliable data.”

“As a Top Digital City, Scottsdale is dedicated to using world-class technology to provide our residents with a responsive, modern experience,” said Bianca Lochner, chief information officer for the City of Scottsdale. “Laserfiche has been a collaborative partner in our digital evolution, providing a secure framework to transform complex data into better citizen services. This innovation helps us to continue to scale operations and deliver on our mission of excellence for our community.”

Empowering Modern Enterprises with High-Impact, User-Centric Solutions

Gartner® Peer Insights™ captures customer experience with Gartner-verified ratings and reviews. As of May 5, 2026, Laserfiche reviews include the following:

  • “Laserfiche transformed the way we worked, it provided the possibility to unify our Financial Services into one site and one set of work standards. Support has been great when I have had issues I could not solve on my own.” — Senior Finance Manager in Manufacturing [read full review]
  • “Laserfiche is an incredibly robust Forms solution that allows us to provide innovative automated processes and to improve existing legacy business processes. We have been thrilled with this product.” IT Manager in Healthcare and Biotech [read full review]

For More Information

Gartner Disclaimer

Gartner, Magic Quadrant for Document Management, Tim Nelms, Jed Cawthorne, Marko Sillanpaa, Rachel O’Farrell, Stephen Emmott, 30 April 2026

Gartner, Voice of the Customer for Document Management, Peer Contributors, 2025, 25 June 2025

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Laserfiche. Gartner, Magic Quadrant and Peer Insights are trademarks of Gartner, Inc. and/or its affiliates. Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

About Laserfiche 
Laserfiche is a leading enterprise platform for document management and content-centric workflow automation. Through scalable workflows, forms, no-code templates and AI-enabled capture, the Laserfiche® platform accelerates how business gets done.  

Laserfiche pioneered the paperless office with enterprise content management. Today, Laserfiche’s cloud-first development approach incorporates innovations in machine learning and AI to enable organizations globally to transform into digital businesses. Customers in every industry — including government, education, financial services, healthcare and manufacturing — use Laserfiche to boost productivity, scale their business and deliver digital-first customer experiences.  

Laserfiche employees are committed to the company’s vision of empowering customers and inspiring people to reimagine how technology can transform lives.  

Laserfiche Named a Leader in the 2026 Gartner® Magic Quadrant™ for Document Management

Laserfiche® Training & Gold Certification: Empower Your Every Day

Laserfiche Gold Certification

Laserfiche’s most anticipated event of the year, Empower®, is here. For Laserfiche power users, it’s the primary source for community and professional growth. But you don’t have to wait for an annual stage to elevate your expertise. 

Beyond the conference, we provide year-round, instructor-led virtual sessions designed to address your most pressing questions in real time. For those looking for high-level solutions, we are also hosting an exclusive, hands-on Gold Certification workshop at Laserfiche HQ this July. 

From repository best practices and automated workflows, the training you need is ready when you are. Because Laserfiche is built for scale, and your skills should be, too. 

Instructor-Led Training: Flexible, Expert-Guided Learning 

If you prefer focused learning over large lecture halls, our Instructor-Led Training is the solution. These are hands-on, virtual workshops capped at 15 attendees to ensure direct, real-time access to Laserfiche specialists. 

Train on Your Schedule: We release sessions quarterly, providing flexible access to professional development without the need for travel. 

Invest in Productivity: For a minimal investment, you can trade hours of troubleshooting and manual work for minutes of execution. It’s a high-impact investment in your organization’s efficiency and your professional growth. 

Go Beyond the Foundations: While Empower covers the highlights, our virtual sessions dive deep. From “Day 1” basics to advanced masterclasses, we cover the niche topics that turn customers into authorities. 

Featured Topics: 

  • Automated Records Management: Modernize your compliance. 
  • Seamless Integrations: Connect your tech stack effortlessly. 
  • Laserfiche AI: Leverage next-gen tools to work smarter. 

Go for Gold: Laserfiche Certification Workshop in Long Beach 

Ready to become a certified expert? Join us for an exclusive Gold Certification prep session at our Long Beach headquarters. This intensive, three-day bootcamp is created to bridge the gap between “customer” and “authority,” providing the hands-on experience needed to dominate the Gold Certification assessment. 

The Details 

  • When: July 28 – July 30, 2026 | 9 a.m. – 4 p.m. 
  • Where: Laserfiche HQ | 3443 Long Beach Blvd, Long Beach, CA 90807 
  • The HQ Experience: 1:1 specialist access, fully catered meals, and immersive on-site training. 

Practical Knowledge to Drive Change  

This isn’t just a study session—it’s an immersive workshop designed for immediate organizational impact. You’ll work alongside Laserfiche experts to gain the practical skills required to scale your business. Whether managing self-hosted systems or migrating to the cloud, you’ll walk away with a comprehensive command of foundational principles and complex automation. 

Agenda at a Glance: 

Day 1: Getting Started with Laserfiche and Capture Methods 

Learn the fundamentals of repository navigation, document management, and strategic data intake. 

Day 2: Repository Administration and Process Automation 

Master the tools needed to architect secure repositories and automate business processes. 

Day 3: Workflow and Exam Preparation 

Design automated workflows and review common exam questions.  

The All-In-One Certification Pathway  

We’ve structured this session to maximize your budget. Your $900 registration covers the $800 assessment fee, effectively providing three days of face-to-face instruction for a marginal $100 investment. 

Seating is limited to ensure an intimate learning environment. Secure your spot at HQ today. 

Pick Your Pace. Own Your Expertise.  

Spark Your Professional Evolution 

Laserfiche mastery is more than a technical skill set; it is the catalyst for organizational scale. By elevating your proficiency, you shift from troubleshooting workflows to achieving measurable results. Whether you are automating complex processes or eliminating manual data entry, Laserfiche training and certifications cement your status as a strategic leader. 

“Certification is the bridge between ‘making it work’ and ‘making it scale.’ We empower you to build systems that don’t just solve today’s problems but future-proof your entire organization.”

 Nicole Moulton, Technical Training Manager 

Fuel Your Career. Ignite Your Team. 

Growth shouldn’t have an off-season. While Empower remains the premier event to gain insights and foster connection, true expertise is built in the deliberate, hands-on moments of learning that happen year-round. 

Whether you choose our flexible virtual sessions or the intensive Gold Certification workshop at our Long Beach headquarters this July, you are doing more than just “taking a course.” You are gaining the high-level proficiency required to drive efficiency and scale your impact.  

Become the authority your organization needs and supercharge your future with Laserfiche training. 

Laserfiche Brings AI Agents to Enterprise Content Management

Laserfiche Introduces AI Agents: The Future of Intelligent Content Management

New agentic AI capabilities allow any user to automate intelligent, multi-step workflows using natural language.

LAS VEGAS, NEVADA, April 28, 2026 — Today at the Laserfiche Empower conference — the premier event for intelligent content management —Laserfiche announced the release of AI Agents. With simple, natural language prompts, these virtual assistants perform complex, multi-step tasks and work within the framework of Laserfiche’s robust security and compliance controls, transforming how you interact with your organization’s information.

Laserfiche AI Agents leverage advanced generative AI reasoning models to perform tasks that bridge the gap between building workflows and time-consuming manual effort. They can take actions based on document data and execute bulk changes from natural language user instructions. 

“The introduction of AI Agents to content management signals a shift in how we handle the information lifecycle,” said Karl Chan, CEO of Laserfiche. “We are moving beyond manual processes by offloading mundane work to Agents that operate within a governance framework. We are enabling organizations to modernize operations while keeping compliance at the forefront.”

To celebrate the launch of Laserfiche AI Agents at Empower, Agents are available exclusively for all conference attendees who use Laserfiche Cloud and their organizations. Agents will be generally available for users of Laserfiche Cloud on May 7, 2026.

Introducing Laserfiche AI Agents

Accessible through Smart Chat — an intuitive AI-powered chat interface in the Laserfiche repository — Agents inherit the specific permissions and access restrictions of the initiating user. This upholds Laserfiche’s rigorous security and governance standards, enabling teams and users of all technical levels to save time and scale output by safely automating their own solutions.

By combining AI-powered content analysis with intelligent Agents, organizations can identify conditions in their documents and take impactful actions across departments, including:

  • Legal: Surface inconsistencies in contracts — such as missing or conflicting metadata — and route them for legal review.
  • Human resources: Identify demographic information in personnel records and move those documents to folders with different security settings.
  • Accounts Payable: Identify overdue invoices and route them for follow-up and resolution.

Users across industries can use Agents to reduce the burden on IT resources and process designers. Some common industry use cases include:

  • Government: Accelerate public records requests by flagging documents that may require exemption or legal review and routing them to the appropriate teams.
  • Education: Identify documents containing PII and apply security tags to protect sensitive information.
  • Financial services: Support internal data handling policies by identifying compliance signals and routing exemptions for review.
  • Manufacturing: Flag quality-related issues in inspection reports and identify incidents for investigation and resolution.

Transform Records Management with AI Agents and Search

With their ability to intelligently filter content from across the repository and take context-aware actions, Laserfiche AI Agents will also reshape how users search for and organize information.

“In the future, the ‘where’ of document storage is not going to be as important as it used to be,” said Justin Pava, Laserfiche chief product evangelist. “With automatically-extracted metadata, AI-assisted search and the autonomous capabilities of Laserfiche AI Agents, you won’t have to spend time organizing data, you will be able to simply act on it.”

Upon launch, users will be able to direct Agents to perform one-time actions from within Smart Chat. Subsequent updates will expand Agents’ capabilities to include running repeated processes on-demand, embedding Agents in business processes, and enabling Agents to run in the background, monitoring the system for the specified conditions and then completing tasks ambiently while your team works on other high-priority projects.

For More Information

About Laserfiche 

Laserfiche is the leading enterprise platform that helps organizations digitally transform operations and manage their content with AI-powered solutions. Through scalable workflows, customizable forms, no-code templates and AI-enabled capabilities, the Laserfiche® document management platform accelerates how business gets done. Trusted by organizations of all sizes — from startups to Fortune 500 enterprises — Laserfiche empowers teams to boost productivity, foster collaboration, and deliver a superior customer experience at scale. Headquartered in Long Beach, California, Laserfiche operates globally, with offices across North America, Europe and Asia. 

Laserfiche AI Agents Overview

Laserfiche User Group: Olympia, Washington

Join us in Olympia, WA for real-world insights. Get the most from Laserfiche across your organization.

From Insight to Impact: How AI-Powered Content Management Can Advance Community Colleges

Laserfiche AI at Innovations Conference 2026

At this year’s Innovations Conference, one theme was impossible to ignore, especially at Tuesday’s general session “AI in Action: A Conversation with League AI Fellows”: artificial intelligence is rapidly improving how the back office of community colleges impacts student outcomes.  

From preparing students for an AI-enabled workforce to rethinking how institutions deliver support services, leaders are being asked to evolve on multiple fronts at once. Beneath the excitement, however, there was also trepidation about where to start or find impact.  

Community colleges are being asked to improve retention, increase completion rates, expand access and deliver workforce-ready outcomes with constrained resources and increasingly complex student needs. The question is no longer whether AI has a role to play but how institutions can meaningfully leverage AI to improve the student experience. 

The New Reality of Student Success 

Community colleges serve some of the most diverse and dynamic student populations in higher education. Many students balance work, family and financial pressures. Others are navigating college systems for the first time. Success, in this context, depends on more than academic performance. It depends on whether the institution can deliver timely, coordinated and personalized support. 

At the conference, I heard about the promise of AI to identify at-risk students earlier, recommend interventions and even personalize learning pathways. These capabilities are powerful, but also surface a critical gap: Insight alone is not enough. 

Many institutions struggle with fragmentation across departments and systems, making it difficult to act on even the best data. Student services, advising, financial aid and registrar functions often operate in silos. Information is scattered. Processes are manual and follow through is inconsistent. AI can help by highlighting where aide is needed.   

From AI Insight to Institutional Action 

At Innovations, several discussions pointed toward this emerging model: combining AI-driven analytics with process automation and enterprise content management (ECM), to create a connected, responsive student support ecosystem. 

In practical terms, this means:  

  • When AI identifies a student at risk, a case is automatically created  
  • Tasks are routed to the appropriate advisor or support team  
  • Required documentation and communications are managed in one place  
  • Interventions are tracked, measured, and continuously improved  

This is not just about efficiency but also consistency and accountability to ensure no student falls through the cracks simply because a process broke down or information was not visible to the right person at the right time. 

Building a 360-Degree View of the Student 

Another key theme from the conference was the need for a more holistic understanding of the student journey. Student success is shaped by a combination of academic progress, financial stability, administrative processes and personal circumstances, yet most institutions still lack a unified view of this experience. 

AI has the potential to connect these signals with governed access to well-managed, trustworthy information. This is where content management becomes foundational: AI is only as effective as the information environment beneath it. Without structured, governed, and accessible content, AI can amplify gaps rather than solve them. 

For community colleges, this means investing in tools to: 

  • Centralize student records, documents, and interactions  
  • Apply consistent governance and security policies  
  • Enable secure sharing of information across departments  
  • Provide a complete, auditable view of student support activities  

When these elements are in place, institutions can move closer to a true 360-degree view of the student, one that allows staff to respond with context and precision. 

We’ve seen that with customers already. 

“Everyone is happy with our Laserfiche solution, especially our students. The transparency and collaboration that the system provides has been well received, and we look forward to expanding our use throughout the college.”  

Nishika Gupta, Managing Director of Records and Information Management at Bergen Community College 

AI Governance for Community College Success 

One of the more grounded conversations at Innovations was not about what AI can do, but how it should be used. In education, trust is everything. Students need to trust their data is handled responsibly, and faculty and staff need to trust that AI-supported processes are transparent and fair. Leaders need confidence that decisions can be explained and audited. 

This mirrors what we are seeing across the public sector more broadly: AI adoption succeeds when it is built on strong governance, trusted data, and human oversight. 

For community colleges, this is particularly important. The goal is not to replace human connection with automation, but to augment it and give staff the tools they need to focus on meaningful student engagement rather than administrative overhead. 

“We’ve saved the college 20,000 hours, at a minimum, just by automating processes that used to be manual. That’s upwards of $750,000, probably approaching $1 million dollars by now, in hard cost savings.”  

Ron Spaide, Chief Information Officer at Bergen Community College 

Advancing the Mission 

Community colleges have always played a critical role in expanding access to education and preparing students for the workforce. That mission has not changed. But the environment in which they operate has. 

AI offers a powerful opportunity to rethink how institutions deliver on that mission. Not by adding more complexity, but by creating more connected, responsive, and student-centered operations. 

The institutions that will lead in this next phase are not those that simply adopt AI tools; they are the ones that build the infrastructure to act on what AI reveals. 

Because in the end, student success is not driven by insight alone. It’s driven by what institutions do with it.  

To learn how to reimagine the community college’s student experience and power your processes, read more about Bergen Community College