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AI-Powered Automation, Built on Laserfiche

JPI solutions are built on the Laserfiche powerful automation platform that enables organizations to capture information, automate work, and enforce governance at scale. 

A Practical Path to AI Adoption

Laserfiche AI is designed to support organizations at different stages of AI maturity. Rather than forcing disruptive change, the platform enables teams to start with practical productivity gains and evolve toward more advanced, AI-driven operations over time.

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Intelligent Capture & Data Extraction

The platform uses AI-powered capture to transform documents into structured, usable data. Information is extracted and made immediately available to downstream processes without manual re-keying.

What This Enables:

  • AI-driven data extraction from documents, across your organization

  • Intelligent classification and indexing at the point of intake

  • Reduced errors caused by manual data entry

LASERFICHE SMART FIELDS
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LASERFICHE SMART CHAT
SMART CHAT

Workflow & Process Automation 

The platform automates how work moves across departments by replacing email-driven coordination with structured workflows. Tasks are routed based on rules, roles, and conditions rather than individual availability.

What This Enables:

  • Automated routing, reviews, and approvals

  • Parallel processing instead of linear bottlenecks

  • Notifications, escalations, and exception handling

 


Records Management & Compliance

Governance capabilities, including records management, retention enforcement, and audit logging, are available when Records Management is licensed and can be configured to support compliance and audit requirements.

What This Enables

  • Automated retention and disposition

  • Tamper-proof audit trails

  • Role-based access and permissions


Forms & User Interaction

Built-in forms provide a controlled way to collect information from employees, departments, or external parties. Submitted data feeds directly into workflows and repositories, ensuring consistency from the start.

What This Enables:

  • Standardized intake across processes

  • Reduced reliance on email and spreadsheets

  • Cleaner, more reliable data at the source


Visibility & Oversight

Dashboards and reporting provide real-time insight into process status, workload distribution, and exceptions. Teams no longer rely on status emails or manual tracking to understand where work stands.

What This Enables

  • Immediate visibility into bottlenecks

  • Faster issue identification and resolution

  • Clear ownership and accountability


Plateform Integrations

JPI solutions are designed to work within existing technology environments. Where integration is required, we connect platform capabilities to upstream and downstream systems to reduce manual handoffs and maintain data consistency.

Integrations are approached with the same process-first mindset as all JPI solutions, ensuring reliability, auditability, and long-term support.

JP-VPM Integration

JPI provides an integration between the Laserfiche platform and Veradigm Practice Management that allows users to search for and access Laserfiche-managed documents directly from within the VPM interface.

This integration enables users to locate relevant documentation without leaving the Veradigm platform, reducing context switching while maintaining centralized document management in Laserfiche.

 

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AI Available Now
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AI Future
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Laserfiche delivers the secure, scalable platform that powers these capabilities, built for environments where accuracy, accountability, and compliance matter. JPI applies that platform with intention, turning AI and automation into governed, production-ready solutions that hold up in real operations.

 

Platform features alone do not fix operations. JPI designs and implements solutions that connect those capabilities into cohesive, governed systems aligned with real workflows and real organizational demands.

In other words, we turn tools into systems that actually work.

Platform ≠ solution

JPI makes it operational

CLOUD HOSTED AND SELF-HOSTED OPTIONS

Tiered to fit your content and business process needs.

Starter

Proven document management system that can support your paperless goals. 

  • Import, Store & Organize Files
    • Bulk import emails and files
    • Full-text search
    • Customizable metadata
    • Microsoft 365 integration
  • Collaborate Across Content
    • Simultaneous document editing
    • Document versioning
    • External file sharing
    • Annotations
  • Manage Access to Information
    • Fine-grained access controls
    • Redactions
    • Offline mobile access

 

Professional 

End to end business process transformation utilizing powerful automation and integration tools.

Everything in Starter, plus:

  • Automate Business Processes
    • Workflow and approval automation
    • Process template library
    • Task management
    • Rules management
  • Build and Customize Forms
    • Electronic forms
    • Form approval routing
    • Custom themes
  • Automatically Classify  & File Documents
    • Batch scanning
    • Image processing
    • Document routing
  • Gain Business Insights
    • Processing reporting and monitoring
    • Bottleneck analysis

Business

Extensive administration and compliance features. 

Everything in Professional, plus:

  • Address Compliance
    • Records lifecycle management
    • Automated records retention
    • Advanced audit trail reporting
    • Legal holds
    • Watermarks
  • Enable Customer Engagement
    • Customer-initiated processes
    • Public content hosting
  • Extend the Platform
    • Backend programming tools
    • Sandbox testing environments
  • Onboard Users at Scale
    • On-demand user provisioning
    • Bulk user management
    • SCIM provisioning
Platform capabilities are implemented based on licensed components and organizational requirements