Integrations with Forms and Workflow (Self-hosted)

Laserfiche self-hosted includes a host of integration tools that you can leverage to connect external third-party systems to your automated Laserfiche solutions. Learn how to use web requests and database connections to tap into data in another system to streamline and simplify your Laserfiche automated processes. In this session, you’ll learn how to:

Create database connections in Workflow and Forms to retrieve and update information in third-party systems

Configure HTTP Web Request and Read JSON activities to connect with a third-party API platform

Build automated integrations with third-party applications while considering best practices

Integrations with Business Processes and Workflow (Laserfiche Cloud)

Laserfiche Cloud includes a host of integration tools that you can leverage to connect external third-party systems to your automated Laserfiche solutions. Learn how to use web requests, direct database connections, and lookup tables to tap into data in another system and streamline your automation. In this session, you’ll learn how to:

Create lookup tables to store data within Laserfiche Cloud

Configure Web Service Connections and Web Request Rule activities to connect with a third-party API platform

Connect databases directly to your Forms and Workflows to streamline automated processes

Introducing Laserfiche AI Agents, Collections and More

The latest Laserfiche release is headlined by Laserfiche AI Agents, your new virtual assistants that turn Smart Chat prompts into repository actions. Alongside this major AI milestone, we are introducing Collections for better personal organization, a brand-new Forms mobile app, updates to Import Agent and more.

Laserfiche AI Agents 

Meet Laserfiche AI Agents: your intelligent virtual assistants for handling tedious work. You provide the instructions, and Agents take action on your behalf.  

This initial release introduces directed agents, which allow users to use natural language prompts to delegate repository actions, such as organizing content and applying metadata.

Read the full Agents press release

To start using Agents, open Smart Chat, switch to Agent mode, and describe what you want the Agent to do. Agents understand your intent, break goals into steps, and make intelligent judgments when needed to turn your natural language requests into system actions. 

User interface for toggling between Ask mode and Agent mode when interacting with Laserfiche AI Agents.

What you can do with Agents

Some of the operations currently supported by Agents include: 

  • Moving or copying documents  
  • Creating folders or shortcuts 
  • Adding or removing tags and templates 
  • Renaming documents, folders, and shortcuts 
  • Adding entries to your starred documents or personal Collections

See the full list of supported actions in the product documentation. 

Built-in controls for secure Agent actions

Laserfiche AI Agents were designed with trust, security, and control in mind. 

Agents act as extensions of the user interacting with them and operate within that user’s existing permissions. For transparency, every operation is recorded in audit logs and attributed to the user who prompted the Agent. 

Before executing a request, the Agent provides a summary of the actions it plans to take, giving you the option to confirm or cancel, and allowing you to adjust your prompt if needed. 

Learn more about what you can do with Laserfiche AI. 


Collections 

Collections give users a flexible way to organize related documents together for easy access, without impacting the repository structure for the rest of their team.  

Repository folder structures are often designed around organizational security and governance needs, which may not always match how individual users need to access content in their day-to-day work. Similar to quick access views like Starred and Recent Documents, Collections function like personal virtual folders, allowing users to group documents they reference frequently without moving them in the folder tree. 

Collections are specific to each user, not visible to others in the repository, and can be created, renamed, and updated as needed. Users maintain full control over which entries belong in each Collection. 

Collections can also be referenced in interactions with Smart Chat and Agents, helping users provide Laserfiche AI with the right context more efficiently through a predefined set of documents.

Learn more about Collections. 


New Forms Mobile App

Work with Laserfiche Forms from anywhere with the new Laserfiche Forms mobile app, redesigned from the ground up with a modern, mobile-first experience. View and update your tasks, find and fill out forms, start new Forms processes, attach images directly from your mobile device, and more.

Available now on iOS, with Android coming soon. 


Other updates: 

New functionality in Import Agent: Improved support for ad-hoc batch and bulk operations with the ability to run profiles on demand. Additionally, stay on top of troubleshooting with new email digests that notify you of issues like expired passwords. 

Quick Fields & Quick Fields Agent: Enjoy a refreshed user interface and expanded OCR language support, including Vietnamese, Hebrew, Arabic, and Thai. 

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

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

Congratulations to the Laserfiche Run Smarter® Award Winners

The Laserfiche Run Smarter® Awards celebrate the visionaries and trailblazers who are redefining the possible, using Laserfiche to dismantle operational silos and catalyze a new era of enterprise-wide productivity. These winners are enhancing productivity, reimagining processes and improving lives with Laserfiche technology.  

From municipal governments slashing process times by 92% to retail giants unlocking data from millions of invoices, the 2026 winners represent the gold standard of operational excellence. These organizations are reimagining what’s possible when technology and human ingenuity collide. Here is how this year’s elite class of innovators is redefining the way the world works: 

Nien-Ling Wacker Visionary of the Year: 

Doug Haubert, City Prosecutor

Doug Haubert, City Prosecutor, Long Beach City Prosecutor’s Office

Doug Haubert has provided visionary leadership for the Long Beach City Prosecutor’s Office through championing the GUIDES program (Government User Integrated Diversion Enhancement System). By using Laserfiche to turn siloed records into real-time, actionable intelligence, Haubert supports Long Beach officers in addressing complex social issues — from gang violence to mental health — with unprecedented precision and empathy. This digital ecosystem fosters seamless collaboration between law enforcement and service providers, shifting the focus from arrests to high-impact intervention. The result has been a measurable reduction in crime, faster access to critical social services, and a strengthened foundation of community trust. 

Digital Transformation Leader of the Year: 

Young Lee, Information Systems Analyst

Young Lee, Information Systems Analyst, City of Camarillo, California

Under Young Lee’s leadership, the City of Camarillo transformed a daunting year-end HR and payroll marathon into a sprint. By fostering cross-departmental collaboration and launching a citywide workflow initiative, Lee’s upgraded automated workflow slashed processing time from 50 hours to just four — a staggering 92% increase in efficiency. This digital overhaul didn’t just eliminate administrative bottlenecks; it created higher accuracy and empowered staff to trade manual data entry for community impact. Lee proves that with the right workflow, administrative burdens vanish, delivering a clear ROI and better citizen service. 

Laserfiche Champion of the Year: 

Priya Karthick

Priya Karthick, Enterprise IT Technologist, Texas A&M Technology Services

As a dedicated Laserfiche Champion, Priya Karthick has moved beyond simple implementation to true advocacy, mentoring peers and spearheading enterprise-wide Laserfiche initiatives that redefine the higher education experience. From automating complex onboarding processes to founding vibrant user groups, Karthick’s work ensures that hiring managers and new employees alike benefit from a seamless, digital-first environment. Her commitment to knowledge-sharing and community building has turned Texas A&M into a beacon of efficiency, proving that digital transformation is most powerful when it’s collaborative. 

Best Program ROI:

Choctaw Nation IT Tribal Solutions

Choctaw Nation IT Tribal Solutions

The Choctaw Nation is redefining how a tribal government serves its people. Since 2017, the organization has automated 111 distinct programs, turning what was once a months-long application process for tuition and emergency aid into a streamlined experience taking under two weeks. The impact is staggering: an 87% drop in incomplete submissions and over 107,000 staff hours reclaimed in a single year — a productivity boost valued at $3.76 million. By eliminating manual bottlenecks and saving $250,000 annually in administrative costs, the Choctaw Nation is proving that digital maturity isn’t just about efficiency; it’s about providing faster, more reliable support to every tribal member. 

Watch the full interview with the Choctaw Nation’s Todd Hughes

Change Maker of the Year:

Palo Alto Unified School District

Palo Alto Unified School District Information Services

The Palo Alto Unified School District (PAUSD) turned a cloud migration into a complete operational rebirth. Through “Implementation 2.0,” the district upgrated to Laserfiche Cloud, choosing to rebuild critical business processes from the ground up rather than simply digitizing old habits. 

By mastering APIs and modern data connectors, PAUSD successfully integrated Laserfiche with its student information system, automating everything from substitute teacher provisioning to enrollment. This shift has transitioned the IT team from “infrastructure maintenance” to strategic innovation partners. Through this effort, the team has affected profound cultural change where departments across fiscal, HR, and student services now collaborate to eliminate manual data entry and prioritize student success. 

See how PAUSD focuses on student success with tech-driven solutions. 

Laserfiche Program of the Year, U.S./Canada:

Kansas State University

Kansas State University

The team at Kansas State University aims to set the standard for inspiring learning and engagement for their over 21,000 students. Laserfiche has supported that mission by transforming student services through intelligent automation. By automating a process for academic program changes, the university now processes 85% of requests in under a day, and has reclaimed over 49,000 staff hours. This transformation not only enhances student experience but also strengthens operational efficiency and responsiveness. 

Get the details on KSU’s award-winning program

Laserfiche Program of the Year, EMEA:

Albany Trustee Company Limited

Albany Trustee Company Limited

Guernsey-based Albany Trustee turned its “Project Paperless” into a blueprint for modern fiduciary services. By embedding Laserfiche into the heart of operations, the firm transitioned from static spreadsheets to real-time visibility, ensuring that data integrity and compliance are built directly into their daily workflows. The results go beyond simple time savings; the organization has achieved structured AI adoption, driving higher accuracy in document creation and process analytics. By automating repetitive filing, Albany Trustee has empowered its team to focus on high-value client service. This transformation goes beyond streamlined operations and has sparked a culture of innovation where staff are digitally confident and actively seeking the next technological frontier. 

Laserfiche Team of the Year:

City of Tuscon Department Applications Team

City of Tucson Department Applications Team

The City of Tucson transformed digital compliance into a community asset. Facing upcoming federal requirements, the city’s Laserfiche team proactively overhauled 335 public-facing production forms to support full accessibility and ADA compliance, bridging a critical gap in resident services. Through rigorous research and a structured deployment strategy, the city eliminated screen reader errors and improved usability for all residents — all without additional software investments or vendor intervention. This initiative set a new standard for inclusive governance. By prioritizing dignity and access, Tucson has ensured that every citizen can navigate city services with ease and confidence. 

To hear more Laserfiche success stories, register for Empower today. 

Read more Laserfiche case studies.   

Laserfiche Announces 2026 Run Smarter® Award Winners

LONG BEACH, CALIFORNIA, March 18, 2026 — Laserfiche — the leading SaaS provider of intelligent content management — today announced the winners of the 2026 Laserfiche Run Smarter® Awards.

These awards celebrate the visionaries and trailblazers who are redefining the possible, using Laserfiche to dismantle operational silos and catalyze a new era of enterprise-wide productivity. From a large city reimagining criminal justice to a financial services firm’s innovative use of AI to enable smarter service delivery: The winners enhance productivity, reimagine processes and improve lives with Laserfiche technology.

“The true power of Laserfiche has always been in how it unlocks value — whether that is through delivering actionable intelligence, cost savings, or reclaimed time to put toward new innovation,” said Karl Chan, CEO of Laserfiche. “This year’s honorees are at the forefront of information management technology, with many of them leveraging cloud and AI technology to modernize processes and achieve business transformation.”

Congratulations to the 2026 Run Smarter Award winners:

  • Doug Haubert, City Prosecutor, Long Beach City Prosecutor’s Office: Nien-Ling Wacker Visionary of the Year
  • Young Lee,Information Systems Analyst, City of Camarillo, California:Digital Transformation Leader of the Year
  • Priya Karthick, Enterprise IT Technologist, Texas A&M Technology Services:Laserfiche Champion of the Year
  • Choctaw Nation IT Tribal Solutions: Best Program ROI
  • Palo Alto Unified School District Information Services:Change Maker of the Year
  • Kansas State University: Laserfiche Program of the Year, U.S./Canada
  • Albany Trustee Company Limited: Laserfiche Program of the Year, EMEA
  • City of Tucson Department Applications Team:Laserfiche Team of the Year

Learn more about the Laserfiche Run Smarter Award winners here.

Laserfiche will celebrate the winners during the 2026 Empower conference. Click here to register for the conference.

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 Cloud Essentials – For End Users

Laserfiche Cloud Essentials – For Administrators