Integrations with Laserfiche

Laserfiche Named a Leader in Nucleus Research Content Services and Collaboration Value Matrix 2025

Laserfiche is a Leader for the 10th consecutive year, ranks highest in usability.

LONG BEACH, CALIFORNIA, JULY 23, 2025Laserfiche — the leading SaaS provider of intelligent content management and business process automation — is a Leader in the Nucleus Research Technology Value Matrix for Content Services and Collaboration for the 10th year in a row. Among the vendors evaluated, Laserfiche ranks highest overall in usability. Download a copy of the report here.

“As a leader in this year’s Value Matrix, Laserfiche was rated highest in usability for its AI productivity tools, new administration hub, process automation and integration capabilities,” said Evelyn McMullen, research manager at Nucleus Research and author of the report.

Nucelus Research CSC Technology Value Matrix™ 2025.

CSC as a Strategic Advantage: AI-powered Information Management

Recently released Laserfiche AI-powered features are aimed at boosting productivity even further and enabling automation at scale. Smart Fields, an out-of-the-box intelligent capture tool, allows customers to extract data automatically using natural language instructions, no matter the source or format. Smart Chat provides an intuitive chat interface that enables users to quickly gain insights from their repository content.

“As AI matures at an accelerated pace, vendors in the CSC market have the unique advantage of managing both structured and unstructured data from across the entirety of an organization,” the report’s Market Overview states.

Laserfiche AI features alongside powerful workflow automation, information governance and records management tools create new opportunities for organizational efficiency. Customers across industries use Laserfiche to increase productivity, create competitive advantage and drive growth.

“Laserfiche gives us the forms and workflow processes as well as data integration that enable efficiency at scale,” said Airline Hydraulics Chief Technology Officer Todd Schnirel. “Our Laserfiche-powered process improvements have supported us in achieving a significant increase in net revenue while adding very little operating expense.” 

“Being ranked a leader for 10 consecutive years is a testament to our product innovation,” said Thomas Phelps, senior vice president of corporate strategy and CIO at Laserfiche. “Our top ranking in usability reflects our core value of putting people first and our commitment to delivering intuitive solutions that empower users.”

To learn more about Laserfiche’s position in the Content Services and Collaboration market, download the report here.

About Laserfiche

Laserfiche is a 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. 

Direct Database Connections Overview

Direct Database Connections Overview

Content Management is Critical for Web Accessibility

Addressing A Priority for Higher Education

A recent Chronicle of Higher Education article highlights a major challenge for colleges and universities. They must update millions of web pages and digital assets to meet new accessibility rules. The U.S. Department of Justice (DOJ) has updated Title II of the Americans with Disabilities Act (ADA). These changes set clear rules for web content. Public colleges and universities must now act to make their digital platforms accessible to everyone.

As the Chronicle states, “Colleges must update existing digital content, including course materials, to meet these standards. They must also follow these standards for any new content they create or use.”

Many schools use a decentralized system for content creation. Websites, learning platforms, and marketing teams all produce content separately. Now, they must change their approach. Schools need to shift from fixing issues when they arise to making content accessible from the start.

Understanding the Challenge

Colleges and universities create a vast amount of digital content. Many struggle to track:

  • The number of web pages they have.
  • Who creates and manages content.
  • How accessible their content is for people with disabilities.

The new rules require a structured approach. Schools must improve content management, workflows, and compliance tracking. This is a big change for institutions that have operated without central control.

Steps to Improve Web Accessibility with Content Management

To meet these requirements, colleges and universities should use better document, content, and process management systems. Here’s a simple plan to get started:

1. Centralize Accessibility Resources in Managed Repository

  • Audit Documentation: Store accessibility guidelines, reports, and WCAG (Web Content Accessibility Guidelines) standards in one place.
  • Version Control: Keep track of content updates to avoid confusion.
  • Training Hub: Provide tutorials and best practices to help faculty and staff create accessible content.

2. Automate Workflows

  • Task Management: Assign and track responsibilities for reviewing and updating digital content.
  • Approval Process: Ensure all new content meets accessibility standards before publishing.

3. Improve Collaboration and Tracking

  • Real-Time Monitoring: Use collaboration tools to track progress on accessibility work.
  • Team Coordination: Connect content creators, web developers, designers, and accessibility experts.
  • User Feedback: Gather input from students, faculty, and staff with disabilities to find and fix accessibility issues.
  • Issue Tracking: Create a system for reporting and solving accessibility problems.

4. Monitor Compliance

  • Audit Trails: Keep records of content edits to show compliance.
  • Reporting Tools: Generate reports to track progress and identify areas needing improvement.

5. Integrate with Existing Systems

  • CMS Integration: Make sure accessibility tools work with the school’s content management system (CMS).
  • IT Compatibility: Connect new tools with existing IT systems to simplify management.

6. Make Accessibility Easy for Everyone

  • User-Friendly Tools: Choose simple, intuitive tools so faculty, staff, and students can easily follow accessibility guidelines.

The Future of Accessibility in Higher Education

The DOJ’s new rules are a turning point. Schools must see accessibility as more than a legal requirement. It is an essential part of creating an inclusive learning environment. By improving content management, automating workflows, and encouraging teamwork, colleges and universities can:

  • Reduce the risk of legal issues.
  • Improve digital experiences for everyone.
  • Create an inclusive space for students, faculty, and staff.

This challenge is also an opportunity. Schools that act now will build a strong, accessible digital system for the future and improve engagement for all.

Accessibility is not just a rule—it is a responsibility. By focusing on inclusive design and content management, colleges and universities can lead the way in providing equal access to education in the digital age.

How Laserfiche Can Help

Laserfiche provides a comprehensive solution for colleges and universities tackling web accessibility challenges. With powerful document management, workflow automation, and compliance tracking, Laserfiche helps institutions:

  • Centralize and manage digital content efficiently.
  • Automate workflows to ensure accessibility compliance.
  • Improve collaboration across departments.
  • Maintain clear audit trails for accountability.

By leveraging Laserfiche, institutions can transform their approach to digital accessibility, ensuring compliance while creating a more inclusive and equitable learning environment.

Get started today and build a stronger, more accessible digital experience with Laserfiche.

Download our eBook: Guide to Creating a Fully Integrated Digital Campus

Implementing Integrations Across Your Systems

Clear the Path to Rebuilding: Laserfiche Can Speed Up Permitting and Recovery

The LA wildfires left behind more than just burned homes and scorched landscapes. They left thousands of residents waiting—waiting to rebuild, waiting for approvals, waiting for their lives to return to normal.

For local governments, the challenge is not about issuing permits; it’s about restoring hope and stability. And they need to do it as quickly as possible. But the traditional permitting process wasn’t designed for disasters. It’s slow, paper-heavy and frustrating for both officials and residents.

What if there was a way to cut through the backlog and get permits approved faster? Laserfiche is an industry-leading ECM platform that makes that possible.

When Every Day Counts

Imagine a homeowner who lost everything in the fire. They have insurance money ready, a contractor lined up and blueprints in hand. But before they can break ground, they need permits.

They submit their application, but local permitting offices are overwhelmed. Stacks of paperwork cover desks, phone lines are busy and approvals move at a snail’s pace. Weeks turn into months. Frustration builds.

Now, imagine a different scenario. The homeowner submits their permit online through a simple portal. The system automatically routes their application to the right department.  Any missing information is flagged upfront. Officials review and approve it digitally, cutting out unnecessary back-and-forth. The homeowner gets their permit in days instead of weeks.

That’s the power of Laserfiche.

Make Permitting Faster and Easier

Laserfiche transforms outdated, manual permitting into a fast, automated process. This automation helps local governments do more with less and keep up with demand.

Digital Applications Instead of Paper Piles

Rather than requiring residents to stand in line at government offices, Laserfiche allows them to:

  • Submit applications and supporting documents online.
  • Track their permit status in real time.
  • Receive digital approvals without having to visit multiple offices.

For government teams, this means fewer phone calls, fewer lost documents, and a smoother process from start to finish.

Streamline Workflows and Boost Efficiency with Automation After a wildfire, the volume of permit requests can overwhelm city staff. Laserfiche eliminates bottlenecks by:

  • Automatically routing applications to the right people for review.
  • Sending notifications when approvals are needed.
  • Setting up reminders so permits don’t get stuck in the system.

This keeps things moving, reducing unnecessary delays and helping homeowners start rebuilding sooner.

Make Smarter Decisions with GIS

Rebuilding isn’t just about speed—it’s also about safety. Some areas may be too fire-prone to redevelop with standard building practices. Some properties may need extra environmental and safety reviews before construction can begin.

Laserfiche connects directly with Esri ArcGIS, allowing officials to:

  • Link permits and inspection reports to real-time maps
  • Identify high-risk zones and flag permits that need extra review
  • Track rebuilding progress across the entire community

By combining permitting data with GIS mapping, governments can make informed, responsible decisions. These decisions can help protect communities and property owners from future disasters.

Keeping Up with FEMA and State Requirements

For local governments, disaster recovery isn’t just about issuing permit. It is about making sure everything is documented to receive state and federal funding.

Laserfiche simplifies compliance by:

  • Storing all permit records in a centralized, searchable system
  • Automatically tracking approvals, inspections, and changes
  • Generating reports for FEMA and state agencies without digging through stacks of paper

This ensures local governments don’t miss out on critical funding due to missing paperwork or lost records.

Keep Communities Informed in the Recovery Process

For residents affected by wildfires or disaster, waiting for a permit can feel like waiting in the dark. When will their application be reviewed? Where does it stand in the process? What else do they need to provide?

Laserfiche helps keep communities informed by:

  • Enabling residents to check their permit status via a public-facing portal.
  • Making information easily accessible by streamlining public records requests.
  • Improving collaboration between departments so everyone stays on the same page.

When people know what’s happening, trust in the process grows—and so does confidence in their local government.

Rebuilding Faster, Together

The wildfires may have destroyed homes, but they didn’t destroy the spirit of the communities they touched. Local governments have the power to clear the way for faster rebuilding—and Laserfiche can help.

With content management, automated approvals, GIS integration, and better compliance tools, cities and counties can:

  • Reduce permit approval times from weeks to days.
  • Prevent paperwork delays and lost documents.
  • Ensure compliance with FEMA and state regulations.
  • Speed up inspections and safe rebuilding efforts.
  • Improve communication and transparency for residents.

For families and business owners eager to rebuild, every day matters. The faster the permits are issued, the sooner construction begins, and the sooner life can return to normal.

Let’s Get Started

If your city or county is struggling with permitting delays after the wildfires, Laserfiche can help. Contact us today to see how our automation and workflow solutions can support your recovery efforts. See why Laserfiche is a Leader:

Streamline Wealth Management Client Onboarding with a Digital Ecosystem

According to the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study, nearly 1 in 3 (28%) advisors say they don’t spend enough time building client relationships. Compared to their peers, these advisors report spending an average of 41% more time on administrative and compliance-oriented tasks, and, in many cases, they are starting to question whether their firm is committed to providing them with the support and resources they need to succeed.

In response to challenges like these, the wealth management industry is experiencing a digital revolution, transforming the once-cumbersome client onboarding process. Gone are the days of manual data entry and fragmented workflows. Today, intelligent process automation and integrations, key components of a robust digital ecosystem, are leading the charge.

At the heart of this transformation lies cutting-edge enterprise content management (ECM) solutions. These empower firms like yours to:

  • Automate Client Onboarding: Seamlessly integrate your operational hub with your preferred custodian and CRM system through APIs and process automation. This not only allows for faster account opening without overburdening staff, but also expedites the entire client onboarding process, leading to quicker revenue generation.

  • Simplify Compliance: Establish a secure, centralized system with time-stamped audit trails and robust document and records management. This “single source of truth” simplifies compliance with complex regulations – like SEC Rule 17a-4 and GDPR – by centralizing and tracking all communications and documentation.

  • Enhance Operational Efficiency & Improve Operational Excellence Strategy: Streamlining back-office operations through document workflow automation is crucial for your operational excellence strategy. This eliminates information silos, fosters collaboration, reduces operating costs, and frees up staff for higher-value tasks, boosting overall efficiency.

  • Elevate the Client Experience: An automated client onboarding process frees advisors from tedious paperwork, allowing them to focus on client engagement. Data-driven insights, leveraged from a well-integrated CRM system, help advisors tailor services to each client’s specific needs, further enhancing the overall client experience.

Ready to unlock your wealth management firm’s full potential? Embrace the future of client onboarding in wealth management and elevate your operational excellence strategy. Download Laserfiche’s comprehensive ebook to discover how ECM solutions can transform data collaboration, revolutionize operations, simplify compliance with regulations like the SEC’s books and records rules, and propel your client experience to new heights.

Download free whitepaper: How to Revolutionize Client Onboarding in Wealth Management.


Simplifying Government Services at Hurunui District Council 

New Zealand’s Hurunui District has a population of more than 13,000 spread across 864,640 hectares just north of Christchurch. Serving a largely rural area, the Hurunui District Council excels at developing a sense of community, partnership and well-being. 

“Our services are extremely broad,” said Stewart Tayles, digital transformation and IT team leader at Hurunui and Kaikoura District Councils. “From dog registrations to consents, or running youth programming to providing social housing — we really do everything essential for our community.”  

This wide-ranging scope requires a flexible technology infrastructure where systems can be integrated and adapted to the territory’s growing needs.  

“Our CEO wants the council to be a 24/7 operation — we need to be engaged with the community and enable them to engage with us,” Tayles added. “We need forms. We need to make information available. We need to be able to provide access to these services when people need them.”  

Replacing Legacy Document Management with Robust Content Services 

The council initially procured Laserfiche to replace a legacy document management system (DMS) when the growing amount of information generated proved too much for the legacy system to efficiently handle, control and retain.  

The Hurunui team worked with Ricoh New Zealand to find an ideal solution in Laserfiche, which would meet the council’s changing needs. Today, Laserfiche serves the council as a versatile, enterprise-wide solution. “Being New Zealand’s eighth-largest district by land size, we needed a system with the capability to connect our multiple offices,” said Scott Linton, IT and GIS manager for Hurunui District Council. “We were really impressed at how easy it was to implement Laserfiche and connect our main office with five satellite locations. It was up and running in no time.” 

Building Consents Made Simple with Laserfiche Forms 

Beyond basic document management, the district manages vital processes — including resource consents — using Laserfiche’s forms, integration and workflow capabilities, supporting the development and economic growth of the territory.  

Building consent applications typically come in through Simpli, which provides a standard form for building control authorities — however, the council found the vetting of these submissions to be laborious and prone to human error. “Before we can process an application, we need to check that all the information is there, it’s valid and it’s suitable,” Tayles said. To address this manual review bottleneck, the team created a Building Consent Vetting Checklist in Laserfiche, which checks and validates the information before it’s officially submitted and reviewed by the district council. “It checks what we call the ‘Hurunui-isms,’ or the requirements that are very specific to our district.”  

With 500-600 applications per year, the checklist process has solved a long-standing headache for the building department and simplified consent review.   

On the back end, Laserfiche enables the council to keep records in a standardized way that is easy to navigate. 

“Each property has its own folder that contains an average of 40-50 pages on the details,” Linton said. “We have tens of thousands of documents that need to be identified and placed with the correct property. We applied a Laserfiche template with metadata information such as the building type, number, property ID, evaluation number and address. Laserfiche Workflow then automatically identifies, filters and files the documents in their correct folders.” 

Enhanced Contract Management with a Centralized Contract Register 

Also an integral part of the council’s infrastructure responsibilities is its ability to work with contractors to provide various services such as road construction, maintenance, waste management or cleaning services. A recent audit uncovered the need for more robust processes surrounding these contract approvals and service procurement — another area that Tayles understood Laserfiche could help. 

“We had a short time to implement a more robust, multi-step process,” Tayles said. “We sat down and said, ‘We can build this in Laserfiche Forms.’”  

The council now has a Contract Register in Laserfiche, which helps to centralize and organize the many projects, subcontracts under those projects and associated documentation that the council must manage. 

“Database lookups query the Laserfiche database directly to pick contract numbers and project numbers, so that we get a standardized naming format,” Tayles explained. “All those records automatically go into that contract or project folder, and we know they are correctly named and easily found later.”  

The biggest benefit to the council has been the transparency of the process. “By recording the decision-making, we can show why we went with a particular supplier, and show stewardship of the funds we receive from the central government,” Tayles said. After the new Contract Register was implemented, the council received glowing feedback from the central government on the new process. “We went from one end of the spectrum to the other.”

Building Trust: Improving Accountability and Transparency 

As part of its expansive range of services, Hurunui District Council prioritizes community engagement to build a strong community as well as ensure the mutual respect between government and constituents. Laserfiche’s ability to put information at the fingertips of those who need it provides a strong foundation on which to build that engagement.  

“We have a policy where we must archive every email, so another big project we’ve done is create our email archive in Laserfiche,” Tayles said. This archive provides referenceable information for legal compliance, auditing and accountability, as well as historical record and disaster recovery. “Now, all emails go into Office 365, and we use Laserfiche Connector to archive them in Laserfiche.”  

Tayles explained that Laserfiche was the right choice for the project not only for its archiving capabilities but also for its security tools. “Hurunui grows by 25,000 emails a week, and we are heavy on security,” he said. “We only want people to see their own emails. But we’re also subject to LGOIMA — the Local Government Official Information and Meetings Act — where people can request all the information about a subject, so we’re able to give some people delegated access to the whole repository for searches.”  

Prior to using Laserfiche for the archive, the council was spending $50,000 per year on Mimecast, which they were able to retire and redirect funds toward additional security measures and other IT projects.  

A Flexible Solution to Any Problem 

Today, Hurunui District Council has over 220 active Laserfiche Forms, which span the organization’s full operations. “Forms are the backbone for multiple departments in the council,” Tayles said. “Other councils just can’t believe what we do with Laserfiche and how we make it work for our users. Laserfiche is an essential technology at Hurunui.”  

In addition to the processes that are ubiquitous in the government space, niche operations that are more common for district councils — from toilet cleaning and mowing to youth programming — also benefit from Laserfiche. One such process that illustrates Laserfiche’s flexibility: connecting lost dogs to their owners.  

“Because we manage the IT for [neighboring district council] Kaikoura, we built a solution to help them with lost dogs,” Tayles said. “They can get a call any time during the day or night about a dog, so they’ve implemented a solution called Doggone. Owners can consent to being texted so that they can be reunited with their dog quicker. Naturally, we had to get all the owner information into that system, but we also had to track whether people had given consent, because we are sharing contact information with a third party — there is a Laserfiche form for that.”  

Tayles and his team also used the Laserfiche API to connect Doggone to Kairkoura’s ERP system that houses the owner information. “We’re using Laserfiche workflow to get the owner information from the ERP and push it to Doggone,” Tayles said. “It also handles any requests for changes in the database, so that as dogs move or change owners, all systems remain up to date.” 

As Hurunui District Council works toward the CEO’s vision for 24/7 service, Laserfiche remains a core technology that will support its growing and changing needs.  

“What I enjoy about Laserfiche the most is the creative flexibility it gives,” Tayles added. “It gives me a lot of different tools to solve problems. There’s nothing prescribed about it — we can build our forms how we want, and we can set the metadata up the way we need it. There really hasn’t been a problem that I haven’t been able to solve using Laserfiche.”  

[Demo] Connect Your Systems, Transform Your Business with Laserfiche Integrations

[Demo] Connect Your Systems, Transform Your Business with Laserfiche Integrations

Notaría 9 Builds Innovative Solutions in a Heavily Regulated Industry

SITUATION

• Responsible for clients’ sensitive legal documentations
• Office needed a secure single source of truth that could automate and standardize processes while addressing regulatory requirements

RESULTS

• 450% increase in some business segments
• Client orders processed without having to increase staff at the same scale
• Creation of living trusts reduced from six hours to 15 minutes

Notaría 9 Pioneers Digitization in Mexico’s Legal Industry

Notaría 9 de Mexicali B.C. is a Mexicali-based notarial service under the leadership of public notary Carlos Enriquez de Rivera Castellanos. The office, one of Mexico’s leading legal notaries, provides a wide range of services including real estate transactions, will and estate planning, contract affirmations, new business incorporation, and legal document authentication. Public notaries in Mexico follow a civil law system wherein they are given further-reaching legal responsibilities than their counterparts in the U.S., U.K. or Canada, more akin to a lawyer.

This legal responsibility includes complex regulatory considerations when handling client information. Notary servicers in Mexico are required to submit client information to city clerks, in addition to retaining it for a minimum of five years. Additionally, notary offices are regularly audited by an independent commission, which cross matches stored records with those that are submitted to city clerks.

As Notaría 9 grew, so did the need to efficiently handle large volumes of client documentation in accordance with regulatory requirements. This led Enriquez de Rivera Castellanos to work with digital solutions provider Soluciones Impex, SA de CV, to implement Laserfiche. Since embarking on this digital transformation journey, the firm has more than quadrupled its business while only doubling its staff.

“Carlos has driven a vision for digital transformation at his business and has managed to consolidate all the necessary pieces to make operations more reliable and efficient,” said Guillermo Hernandez, managing director and founder of Soluciones Impex. “Using technology as the main enabler, Carlos has made Notaría 9 into the most advanced notary public in Mexico.”

“Laserfiche has put us ahead of everyone else in this business. I have all of the tools and resources I need thanks to Laserfiche”

— Carlos Enriquez de Rivera Castellanos, Notary Public, Notaría 9 de Mexicali B.C.

“If I didn’t have Laserfiche I wouldn’t be in the same position right now with the benefits I’m able to give to my clients,” said Enriquez de Rivera Castellanos. “We cannot work without Laserfiche.”

Creating a Unified Digital Business

Prior to Laserfiche, the office was overwhelmed with managing documentation in a mostly manual fashion. More clients led to an increase in documents as well as increased risk of lost information. The office needed a digital solution that would keep documentation in a consolidated platform that would provide the security and searchability it needed to efficiently serve clients.

Laserfiche addressed those needs, enabling the firm to keep documents for every transaction in a single platform and facilitating the easy retrieval of information. As an added bonus, the office in charge of the public registry in Baja California also uses Laserfiche, making for a seamless transfer of information between the organizations.  

“In the beginning, we focused on two main activities: one, to keep all documents for every single transaction inside Laserfiche, and two, to understand in which phase of a transaction that a customer was currently located,” Enriquez de Rivera Castellanos said.

With Laserfiche process automation, the office began to standardize processes, which provided a better understanding of how long each process takes, and where there was opportunity to optimize.

Digitizing the Living Trust Process

As Notaría 9 evolved, Rivera Castellanos continued to evolve the office’s use of the Laserfiche platform. One of the most forward-thinking Laserfiche solutions Notaría 9 leverages today is its Living Trust process.

In 2022, Mexico reformed the “Reforma a la Ley de Proteccion al Patrimonio Familiar,” a law that encourages families to create a living trust to protect their real estate assets. As a part of this reform, September was deemed “Living Trust Month” and the government mandated that many services related to preparing living trusts be discounted.  

“We never used to do a lot of living trusts for our clients over the course of any given year,” Enriquez de Rivera Castellanos said. “Now, everyone waits until September to take advantage of the discount, so we have a full office during this time.”

The Notaría 9 team saw an opportunity to leverage Laserfiche to digitize and automate the living trust creation process. Rather than require clients to submit paper forms, clients are provided a link to a Laserfiche form where they enter their information and attach required documents. Clients can also pay online — from there, a Notaría 9 employee will make an appointment with the client to provide a wet signature as required by the Mexican government. The new process enabled the firm to reduce the Living Trust process from a six-hour in-person visit to a hybrid 15-minute process.

Today, Notaría 9 manages this spike in activity due to the government mandated discounts with ease, while preemptively avoiding the additional overhead each year.

“It’s also easier for the people in my office because they have all the information already completed, and they can just verify it and make the appointment,” Enriquez de Rivera Castellanos added.

The innovative Laserfiche solution has built Notaría 9’s reputation as a digital innovator in the industry, while also building trust with clients government agencies.

Addressing AML Laws and Other Requirements with Ease

As a legal business, Notaría 9 must be conscious of complex regulatory requirements. Anti-Money Laundering (AML) laws require robust recordkeeping and document-sharing framework between notaries and their regulatory agency.  

Additionally, when client service is related to buying or selling property, Notaría 9 is required to process documents multiple times through Infonavit, or Mexico’s National Housing Fund Institute. Using Laserfiche’s intelligent capture and processing capabilities, the firm has set up a process that automatically routes the information to Infonavit without human intervention.

Beyond government regulators, independent auditors are another consideration for the office. When the Notaries General performs an audit, it requires that the documentation the office sends to the city clerk is identical to the documentation stored within the organization. Laserfiche assists with these regulatory needs through:

  • Centralized document management: Laserfiche’s centralized repository stores all client-related documents, with powerful search capabilities to streamline information retrieval.
  • Workflow automation: Notaría 9 has created standardized procedures that enforce consistency and reduce the risk of human error, while also enabling automated alerts for reviews and other activities.
  • Secure sharing: Notaría 9 easily shares relevant documentation with authorities, demonstrating a strong commitment to regulatory compliance. Additionally, integrations between Laserfiche and other applications enable ease of sharing between colleagues and systems, eliminating duplicate data entry and mitigating data loss.
  • Connected applications – Using Laserfiche Connector, Notary 9 connects its two most important business applications, creating a more seamless experience for staff who no longer need to constantly switch between the two applications.

A Vision for Digital Excellence

Notaría 9’s visionary Laserfiche solutions have enabled significant business growth, allowing the firm to provide an exceptional client experience, while building trust with regulatory agencies. As the firm continues to optimize operations, the Living Trust process serves as a template for other services such as New Business Incorporation, Power of Attorney, and other legal processes.

“Laserfiche has put us ahead of everyone else in this business. I have all of the tools and resources I need thanks to Laserfiche.”

— Enriquez de Rivera Castellanos, Notaría 9