City of Tucson Improves Service Delivery and Accessibility With Digital Forms

Moving Beyond the Weight of Paper Files

As a systems analyst, Geethmi Dissanayake spends her time helping the City of Tucson improve how residents access services. But long before Tucson began modernizing its processes, the city faced a problem so physically large that officials questioned whether part of a building floor could safely support the weight of years of paper records.

“At that time, almost everything depended on paper,” Dissanayake said. “As the city grew and the services we offered expanded, it became harder to manage information efficiently and deliver the experience residents expected.”

Paper-based processes created delays across city operations. Residents often had to call city offices or visit in person to submit requests. Employees manually routed documents between departments for approvals and reviews. Some processes took days or weeks to complete.

City leaders recognized that Tucson needed a more practical and reliable way to deliver services. They selected Laserfiche in 2020, shortly before the pandemic accelerated demand for digital services and remote access. The priority was to digitize forms and simplify internal workflows with Laserfiche Forms. As departments saw results, use of the platform steadily expanded into additional employee and resident-facing processes.
City of Tucson

More recently, the city’s focus shifted toward accessibility. With fast-approaching deadlines to meet Americans with Disabilities Act (ADA) requirements, Tucson began improving hundreds of public-facing forms to make digital services easier to navigate for residents using assistive technology.

What started as an effort to reduce paper gradually evolved into a broader strategy for improving how residents interact with city services.

Streamlining Resident Services
City of Tucson

Today, Laserfiche Forms supports more than 300 public-facing forms and workflows across 18 city departments, including water, transportation and environmental services. Residents can start or stop water service, request the correct trash bin size for their household and submit disability-related transportation requests online without having to create an account or visit city offices.

Before Laserfiche, many of these requests depended on paper forms, phone calls or in-person visits during business hours. Incomplete submissions often created additional delays because city staff needed to contact residents for missing information before they could move requests forward. Laserfiche Forms helped solve that issue with guided submissions and built-in validation checks that prevent forms from being submitted without all the required information.

The city also improved consistency across departments by standardizing how employees collect information and move requests through approvals. Instead of relying on paper handoffs, emails or phone calls to check statuses, departments now track requests directly in Laserfiche and quickly identify where action is needed. Employees spend less time tracking down information, which helps them respond to residents more quickly.

“Laserfiche has teams across the city looking at how they can make services easier for residents to access and easier for employees to manage behind the scenes,” said Sudhakar Makham, systems analyst for the City of Tucson.

Accelerating Employee Onboarding and Approvals

Successfully streamlining public-facing processes inspired departments to modernize additional employee-facing workflows. One of the most widely used is the employee badge request process, which every new hire completes before receiving access to city facilities. Previously, employees passed printed paperwork between offices for approvals. Staff waited for signatures before forwarding requests to the next department. Because it involved building access and security clearances, delays slowed onboarding for new employees.
City of Tucson

Now, staff simply submit a Laserfiche form that automatically routes approvals through the appropriate departments. The workflow generates tracking numbers, sends notifications and securely moves requests through each approval stage. What once took weeks can now be accomplished in four days — up to 60% faster.

“Laserfiche removed a lot of the manual coordination that used to happen between departments, saving hours of staff time,” said Dissanayake. “Employees no longer physically send secure documents back and forth, and departments can immediately see where requests are in the process. That visibility makes collaboration much easier and helps approvals move faster.”

Accessible Forms for Everyone

Upcoming federal ADA accessibility deadlines further expanded the city’s use of Laserfiche Forms to meet the requirements for its public-facing forms. Laserfiche designs and develops its products with digital accessibility at the forefront, routinely publishing Voluntary Product Accessibility Templates (VPATs) to provide state and local governments with the architectural foundation to build compliant public-facing solutions.

Even with the right tools, however, achieving compliance can be a massive hurdle for local governments. Tucson’s audit and remediation initiative meticulously evaluated the city’s digital assets. Rather than outsourcing the work, the city tapped the custom JavaScript and Cascading Style Sheets (CSS) capabilities within Laserfiche Forms to achieve compliance. For example, one issue involved browser tabs displaying generic form titles such as “New Submission,” which created confusion for residents using screen readers to navigate multiple forms. Using Laserfiche Forms customization capabilities, the city developed a solution that dynamically updated form titles to improve screen reader navigation and usability.

The team applied these tailored structural improvements across hundreds of forms through a structured rollout process. By utilizing Laserfiche’s robust, developer-friendly architecture, Tucson successfully turned a strict regulatory mandate into a community asset. In addition to strengthening accessibility and usability for residents, the initiative reduced long-term maintenance costs and circumvented the need to invest in additional software.

Expanding Innovation Across the City
City of Tucson

The City of Tucson has come a long way since officials worried about the physical weight of paper files. Today, more than 900 employees across departments actively use Laserfiche for forms and approvals.

“We regularly get requests from departments that want to replicate what another team is doing with Laserfiche,” said Makham. “Once our colleagues see how much faster and easier the process becomes, they start looking for other workflows they can improve.”

The platform’s usability also makes it easier for the city to train employees with a wide range of technical experience. “Employees with very different backgrounds learn Laserfiche quickly,” said Dissanayake. “Laserfiche is intuitive, which makes it much easier for departments to adopt new workflows and manage them confidently.”

A case in point is Makham himself, who joined the city with no previous Laserfiche experience, learned the platform through Laserfiche Aspire training resources and is now a certified Laserfiche developer.

“Technology works best when it makes life easier for people,” said Dissanayake. “That’s what Laserfiche did for city residents and employees alike.”

Members Trust Company Reduces Account Processing Steps by 85% With Automation

Finding Smarter Ways to Service Clients Nationwide

Members Trust Company (MTC) manages trust and investment services for more than 65 credit unions and thousands of individual clients across the United States. Through these partnerships, credit unions offer trust and investment products to their members, while MTC administers the underlying accounts and records.

Combining the scale and capabilities of a national trust institution with the personalized, relationship-driven service of a boutique firm, MTC operates under strict federal oversight by the Office of the Comptroller of the Currency (OCC). Its 60 employees oversee more than 5,000 accounts — a lean structure that makes efficiency, reliability and compliance essential to maintaining client trust.

Despite its lean size, MTC’s growing client base and expanding account volume made manual, disconnected processes difficult to sustain. Employees stored tens of thousands of client records, such as account opening forms and trust agreements, in shared drives. This made information retrieval difficult, inconsistent, and prone to errors. “It was a challenge to locate the right documents quickly,” said Diana Begley, process architect at MTC. “We wanted a system that was more structured, reliable and easier to manage.”

When Hurricane Irma knocked out power across Florida, MTC recognized that its locally managed systems created risk for both business continuity and client service. MTC made the strategic decision to move information to the cloud to better protect client assets, maintain uptime and modernize operations. The company selected Laserfiche for its secure, accessible infrastructure and powerful automation capabilities. This would enable staff across the country to access records for its nationwide client base reliably and securely, even during a disruption.

Simplifying Account Management and Strengthening Compliance

MTC’s first goal was to improve accuracy and efficiency in two key areas of account management while maintaining strict regulatory compliance. Laserfiche automated its account opening and account request processes so that every document, approval and audit trail is captured and stored correctly.
  • Account Opening Portal: This secure, digital portal guides staff and credit union partners through required documentation. Laserfiche ensures all forms are complete, reducing delays and errors in account setup. “Our field team knows exactly what’s needed,” said Keisha Stevenson, trust operations specialist. “With Laserfiche, they can open accounts faster, with fewer errors.”
  • Account Request Portal: This serves as a single online entry point for client service requests such as distributions, account changes and investment updates. Forms now route automatically to the right department and include dynamic fields that prompt for key details to prevent incomplete submissions. These include account number, request type, contact information and authorization details. “Before Laserfiche, we managed hundreds of requests through email,” Begley said. “Now every task routes automatically, documents file themselves and communication is handled instantly.”

Records management and metadata automation capabilities from Laserfiche keep these processes consistent and auditable. Each document is filed with complete metadata, making information easy to locate during regulatory audits and internal compliance reviews. Laserfiche also reduces manual errors and variability between departments.

These improvements allow MTC to maintain the personalized, relationship-driven service it’s known for, even as the company’s client base continues to grow.

Newfound Clarity in Daily Work

After launching the new system, MTC immediately saw measurable improvements. It reduced account servicing steps from 15 to two, cutting average handling time from 45 minutes to about 15 minutes per request. The new workflows eliminated the need to interpret incomplete requests or manually route tasks between departments, replacing that guesswork with clear, automated steps that keep every request on track.

Since introducing the Request Portal, MTC has processed more than 1,300 automated tasks, with full adoption still underway. Each process includes integrated notifications, approvals and filing, eliminating the back-and-forth emails and status checks that staff once handled manually. Staff report higher satisfaction and fewer errors, while clients experience faster turnaround times and consistent service. “Laserfiche lets our team focus on client relationships instead of administrative tasks,” Begley said.

To create a unified experience, MTC connected Laserfiche with other essential systems across the organization to create a unified view of client activity and documents:
  • DocuSign enables clients to sign forms securely and return them instantly.
  • Salesforce syncs account data so staff can view related records without leaving the CRM.

Together, these integrations give staff and partners faster, more reliable access to client information. Digital signatures speed up document turnaround, while synchronized data ensures teams always work from the most accurate record. The result is a more connected client experience, with fewer handoffs and less manual work across departments. That means MTC can provide faster, more consistent service without losing the attentive client care that defines its approach.

Reliable Operations That Uphold Client Trust

Today, 83% of employees use the system daily. Automation significantly reduced the time staff and partners spend on repetitive tasks while improving data accuracy and compliance readiness. The decision to deploy in the cloud also reduced IT overhead, eliminating the need to manage servers, perform updates or handle routine maintenance.

As a result, MTC enjoys stronger business continuity, fewer interruptions and better scalability for future growth. “We have a reputation for reliability,” Begley said. “Laserfiche enables us to deliver on that every day.”

MTC continues to expand automation to additional account processes and explore new ways to leverage AI capabilities. The company plans to connect Laserfiche with its trust accounting system for straight-through processing. It is also looking to implement Intelligent Data Capture to handle incoming checks and invoices more efficiently.

Together, these connected processes create a consistent, compliant framework that supports growth and reliable client service. With Laserfiche, MTC can continue operating with the reach of a national firm while preserving the personal service that sets it apart.

“Laserfiche gives us the agility to scale without adding staff,” Begley said. “It’s helping us build a smarter, more efficient future for our clients and our team.”

A Cure for Complexity: How a Multi-State Skilled Nursing Facility Streamlined Over 100 Processes

In the fast-paced, often chaotic world of healthcare, every second counts. For a multi-state healthcare organization with 50 locations, the challenge wasn’t just delivering quality patient care; it was also managing the complex web of administrative tasks that often pulled their staff away from what mattered most — patients.

“Our corporate mission statement is to deliver quality, effective nursing care to our seniors, pediatrics and young adults,” said Jeff Nichols, chief technology officer at The Alden Network. “But our mission from an IT perspective is to deliver a great experience to our clients, who are also our fellow employees.”
Alden Network

One factor getting in the way of that mission was the organization’s reliance on manual processes. Documents were being faxed, emailed, or physically carried from one department to another. This led to delays and prevented staff from spending all their time and skills on patient care.

To address the issue, Alden turned to Laserfiche. Now, instead of faxes and emails, the organization has over 100 automated Laserfiche Forms processes in place, with even more on the way. The solution has improved efficiency by 70% to 80%, allowing staff to refocus their time and talent to patients.

The Problem: Monotonous Tasks and Wasted Time

Before Laserfiche, core business processes — like those in human resources or accounts payable — were not only manually driven but also largely inconsistent across Alden’s 50 locations. When the Alden IT team began looking for an electronic document management system, they saw in Laserfiche a larger opportunity for consistent data orchestration.

“We thought that document storage was going to be 90% of how we used Laserfiche,” Nichols said. “But we are now using Laserfiche Forms and workflow automation in a significant way. Laserfiche Forms helps us get the tasks into the hands of our users, and workflow does all the backend processing of the data.”

In the accounts payable (AP) department, for instance, employees were using triplicate carbon copy forms for purchase orders (POs). “Correspondence [was] going back and forth in email, or some buildings were even just sending a stack of paper in a tote via courier to the AP department,” said Ralph Reinhofer, IT project manager at Alden Network. AP processors had to manually match invoices to receipts, a cumbersome process that could easily lead to delays.

Another company-wide activity — the onboarding process for new hires — was also full of manual, disconnected tasks. “There were times IT would find out that when someone started, they didn’t get a notebook, or door access, or whatever they needed,” Nichols explained. These manual tasks were not just frustrating; they also detracted from the core mission of providing excellent care.

The Solution: Streamlining with Forms and Workflow

“One of the main goals with Laserfiche was removing monotonous, repetitive tasks from our employees, so they can spend more time focusing on the patient, or things related to patient care, rather than moving data from one place to another,” said Reinhofer.

Laserfiche Forms and workflow were the key to solving some of Alden Network’s biggest challenges. Working with Laserfiche solution provider Proven IT, Alden used Laserfiche as a solution to automate AP processes and streamline HR administration. This initiative allowed Alden to digitize and standardize operations across all 50 locations.

Now, instead of relying on couriers or faxes to send information between locations, the organization manages a wide range of tasks digitally. These include:
  • Purchase order approvals: A digitized PO process replaced the old triplicate carbon copies, allowing locations to upload delivery receipts and confirm orders digitally. This resulted in significant time savings, plus more on-time payments and a better experience for vendors.
  • Onboarding and offboarding: The new onboarding process ensures that new hires have everything they need on their first day, from temporary passwords to door access. This process was a critical improvement, Nichols noted, not only for new hires, but also promotions and intracompany transfers.
  • Customer care surveys: The organization’s customer care surveys are now streamlined through Laserfiche, providing a more efficient way to collect patient feedback.
  • HR and payroll tasks: Rate changes, uniform orders, and other HR-related tasks are all handled through standardized forms, supporting consistency and accuracy. A Laserfiche integration with Alden’s HRIS pulls milestones like new hire dates and anniversary dates to further streamline these processes.
  • Expense reimbursement: Requests submitted by employees are automatically routed to the appropriate personnel. These requests are resolved swiftly, with receipts and other documentation archived as needed.

“Name any internal business process at Alden, and there’s probably a Laserfiche form for it,” Reinhofer said. “And we’ve now given everyone a single way to do everything, so there’s a lot of consistency now.”

The consistency is not only more efficient, but it also helps with employee retention and recruitment. When a new employee needs to learn a process, “there are four other buildings doing it the same way and there’s certainly enough people they can lean on to ask, ‘How does this work?’” Nichols explained. “And it’s always the same answer.”

The Results: A Shift in Focus

Since implementing Laserfiche, Alden has seen dramatic improvements in efficiency and productivity. The team has automated over 100 Laserfiche Forms processes with more on the way. Many of these automated processes now run 70% to 80% more efficiently than the manual workflows they replaced. Work that required a full week of manual effort can now be completed in an hour, allowing the IT team to manage workloads that were previously difficult to scale.  “We created a monster, because we let the staff think outside of the box,” Nichols said. “Anything that they’ve asked for, we’ve made it into a process. We don’t fault them, because we started this — and it’s effective.”
The Alden Network

Alden also relies on Laserfiche to support evolving Centers for Medicare & Medicaid Services CMS administrative requirements. The platform’s flexibility allows the team to respond quickly to regulatory changes while maintaining consistent documentation and tracking across the organization.

The most significant benefit has been empowering staff to focus on their core duties. By automating repetitive administrative tasks, the organization has freed up employee time. “We know people have other things to do,” Nichols said. “They have better uses of their time than these manual tasks you can deploy a robot to do. That’s essentially what Laserfiche has done for us.”

Ultimately, the goal has been to get back to the heart of the organization’s mission. “We want our clinicians to do clinical work,” Nichols explained. “The IT department doesn’t know how to take care of your mom or dad or grandparent. We want the clinicians to do that. We don’t want processes to take our healthcare providers away from what they do best.”

Laserfiche Launches on AWS Marketplace, Bringing Intelligent Content Management to the Enterprise

Organizations can now seamlessly procure Laserfiche document management to support and scale information governance and workflow automation.

LONG BEACH, CALIFORNIA, June 2, 2026 — Laserfiche — the leading SaaS provider of intelligent content management — has partnered with AWS to make Laserfiche available through AWS Marketplace. This collaboration enables AWS customers to seamlessly procure Laserfiche’s document management platform to manage content, automate workflows and implement agentic AI capabilities.

“We’re excited about this evolution of our long-standing partnership with AWS,” said Thomas Phelps, Laserfiche senior vice president of corporate strategy and CIO. “AWS Marketplace provides a near-frictionless experience for Laserfiche direct customers who want to accept negotiated private offers, manage billing and payment history, and apply eligible purchases toward their AWS Enterprise Discount Program (EDP) commitments — all through their centralized AWS account.”

Laserfiche provides document lifecycle management, information governance and workflow automation tools on a platform that earned multiple Champion awards from Info-Tech Research Group. Laserfiche AI features include automatic metadata extraction, document summarization, chat and agentic capabilities.

“Within two weeks of requesting the ability to procure Laserfiche Cloud through AWS Marketplace, Laserfiche confirmed its availability on the marketplace,” said Bianca Lochner, Ph.D., City of Scottsdale CIO. “We appreciate Laserfiche’s swift execution and anticipation of our needs as our business partner.”

“We are thrilled to welcome Laserfiche to AWS Marketplace,” said Carol Potts, AWS General Manager of US ISV Sales. “Organizations in highly regulated industries can now adopt Laserfiche’s intelligent content management and agentic AI capabilities to quickly automate how they organize, govern, and act on critical information at scale. Enabling access to these innovations is how we help customers transform the way they work.”

To learn more, explore AWS Marketplace.

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.  

Law Enforcement Strengthens Connections to Community Resources

Turning First Contact Into a Turning Point

Across America, many public safety systems have generally operated in a reactive mode, responding to incidents after they occur. In Long Beach, California, city leaders saw an opportunity to take a different, proactive approach.

“We’re focused on intervention and prevention,” said Long Beach City Prosecutor Doug Haubert. “If we can get people into services directly from that first contact with law enforcement, it’s more effective for that individual and better for the community as a whole.”

Long Beach police officers were often the first point of contact for persons experiencing homelessness, mental health crises or substance use disorders. In many cases, these interactions required immediate action, especially when someone was ready to accept help. But without real-time access to information about the individual, or what services were available, officers had limited options in the moment. They relied on memory, phone calls or paper-based resources to try to connect individuals with support.

“We would contact someone, offer services and try to connect them to the right resources,” said Officer Alejandro Cazares of the Long Beach Police Department. “But if we didn’t have an outreach worker with us or immediate access to those resources, we’d have to give them a phone number or an address, or try to call around ourselves.”
Long Beach Police Department and Long Beach City Prosecutor’s Office

Service providers faced a similar challenge. Even when help was available, it was difficult to connect with individuals at the point in time when they were ready to accept it.

“One minute they’re in; one minute they’re out,” said Michael Rubio of the Los Angeles Centers for Alcohol and Drug Abuse (LACADA). “If someone is ready right now, we have to meet them right now.”

Building a Connected Public Safety Solution

To bridge these gaps, the Long Beach City Prosecutor’s Office partnered with Laserfiche to develop GUIDES (Government User Integrated Diversion Enhancement System), a mobile application that connects law enforcement, prosecutors and service providers.

With GUIDES, officers now have immediate access to shelter, mental health and substance use resources directly from their phones. From the field, officers can quickly connect individuals to support through a streamlined process:
  • Officers submit a referral in seconds through the GUIDES app while in the field.
  • Referrals are routed to the social worker at the City Prosecutor’s Office.
  • Individuals are then referred to service providers based on their specific needs.
  • Outreach teams from the service providers follow up to connect the individual to their services.

“At its core, GUIDES is a secure data-sharing platform,” said Haubert. “We can now connect people to services as soon as officers encounter them.”
Long Beach Police Department and Long Beach City Prosecutor’s Office

Prior to GUIDES, the Long Beach Police Department was already a long-time user of Laserfiche to improve access to information about court orders. Laserfiche enabled the department to centrally store critical information such as court documents, images and PDFs, apply metadata for organization, and securely retrieve content while meeting regulatory, security and privacy requirements.

“Laserfiche already had a strong presence within the city and the police department,” said Byron Bolton, the city prosecutor’s chief technology officer. “There was a level of trust there, which made it much easier for us to build on that foundation.”

The GUIDES app represents a significant advancement in the city’s approach to public safety. It extends secure information access beyond records management into real-time decision-making in the field. With Laserfiche as the backbone, GUIDES enables officers to access resources, submit referrals and share information across agencies directly from their mobile devices.

Behind the scenes, Laserfiche supports secure data sharing, audit tracking and compliance with criminal justice standards, ensuring that information is accessible, trusted and protected.

“Security is built into every layer of GUIDES,” said Bolton. “The Laserfiche platform allows us to meet CJIS requirements and city cybersecurity standards while still giving officers fast, reliable access to the information they need in the field.”

From Referral to Coordinated Care

Through the Law Enforcement Assisted Diversion (LEAD) program, which gives officers an alternative way to connect individuals with services, referrals move quickly from first contact to coordinated care.
Long Beach Police Department and Long Beach City Prosecutor’s Office

“Even if it’s overnight, officers can submit a referral, and we can follow up the next morning and make sure the individual gets connected to the service they need,” said Gigi Zanganeh, LEAD program coordinator for the city prosecutor’s office. 

For service providers like L.A. CADA, that speed and visibility enable them to respond quickly. In many cases, outreach teams connect with individuals the same day or by the next day, a significant improvement over previous manual processes.

This approach also expands the city’s capacity to serve more individuals by streamlining the process for officers, social workers and service providers to work together.

“Laserfiche allows us to capture referrals, share them across agencies and act on them without delay,” said Bolton. “That level of coordination is what makes this work.”

Real Stories, Real Impact

The impact of GUIDES is best understood through the people it helps:
  • After years of repeated interactions, one individual who previously declined assistance was finally connected to substance abuse services through GUIDES. Today, they are substance-free and housed.
  • In another case, an individual experiencing homelessness was referred by an officer and connected to services within a day. They were placed into a residential program and they continue to make progress months later.
  • For individuals facing complex barriers, coordinated support makes the difference. In one instance, someone was ready to enter treatment but could not leave their pet behind. Through collaboration between city staff, service providers and community partners, a foster solution was arranged, allowing them to begin recovery.

Strengthening Trust and Public Safety

As outcomes improve, so does trust.

“The app definitely helped us build trust with the community because they see the results,” said Cazares.

It’s also changing how residents view law enforcement. “People understand that officers aren’t just there for enforcement,” said Haubert. “They’re there to help people and connect them to the services they need.”

For community partners, the impact is just as meaningful. “When you get everyone at the table — police, prosecutors and providers — all working toward the same goal, it changes everything,” said Rubio.

Together, this alignment is redefining public safety in Long Beach. Officers can act in the moment, service providers can respond quickly, and individuals are connected to support when it matters most.

As the City Prosecutor’s Office continues to expand GUIDES and explore new capabilities, Laserfiche provides the foundation to scale these efforts while maintaining security, visibility and control over information. “Technology like the GUIDES app powered by Laserfiche can save time and money,” said Haubert. “But in Long Beach, we’re using it to save lives.”

Introduction to Reporting with Audit Trail

Get started tracking and auditing in Laserfiche! Many organizations require particular actions taken in Laserfiche to be tracked for auditing purposes and Laserfiche’s Audit Trail tool lets you easily report on these actions. In this hands-on lab, you’ll see how to:

Understand the purpose of auditing within Laserfiche

Configure which events and actions are tracked in your Laserfiche system

Set up and share reports so administrators can review what actions have been taken on particular entries

Intelligent Document Capture and Extraction

Get hands-on with importing documents and data into your repository! Explore the variety of Laserfiche capture options available to ingest documents into the repository, classify document types, and retrieve valuable data from files.

You’ll learn to identify the optimal tools for your unique document ingestion and data extraction scenarios from simple, user-focused import and scanning to high-volume options. Plus, discover how Smart Fields can simply and elegantly extract data from your documents, eliminating manual data entry and enhancing accuracy. This course will teach you how to:

Leverage various user-driven and automated Laserfiche document import tools

Implement Smart Fields to intelligently extract and classify document data

Familiarize yourself with capture tools to use for documents within your organization

Introducing Laserfiche AI Agents, Collections and More

What’s New in May

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. 

How Agents turn instructions into action

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