Laserfiche AI meets organizations where they are. Start with productivity gains like automated data extraction and classification, then evolve toward more advanced, AI-driven operations over time. No rip-and-replace. No disruption for the sake of disruption.
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Agents do the heavy lifting so your team does not have to. From auto-organizing your document repository to surfacing the right information before you go looking for it, Agents work quietly in the background -- handling the tedious, time-consuming tasks that slow your team down.
Set Agents to work on the jobs that eat your day: scanning for redundant or outdated records, flagging content to archive or delete, and clearing the path for real productivity. No IT involvement, no developer resources, no complicated setup -- just a straightforward interface any business user can pick up and run with.
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.
Get answers to questions about anything in your repository. Query single documents or entire folders for contextual knowledge. Generate meeting summaries or executive briefs in seconds.
Smart Fields, Smart Chat, Document Summarization, AI Agents, and Collections are live and deployable today.
Advanced agentic workflows, deeper integration touchpoints, and expanded AI-driven governance capabilities are on the Laserfiche roadmap.
Workflow and Process Automation
Work moves based on rules, roles, and conditions instead of email chains and individual availability.
- Automated routing, reviews, and approvals
- Parallel processing instead of linear bottlenecks
- Notifications, escalations, and exception handling
Records Management and Compliance
Governance becomes part of the system rather than something layered on after the fact.
- Automated retention and disposition
- Tamper-proof audit trails
- Role-based access and permissions
Forms and User Interaction
Built-in forms standardize how information enters the organization from employees, departments, or external parties.
- Standardized intake across processes
- Reduced reliance on email and spreadsheets
- Cleaner, more reliable data at the source
Visibility and Oversight
Dashboards and reporting show where work stands in real time. No more status emails, no more manual tracking.
- Immediate visibility into bottlenecks
- Faster issue identification and resolution
- Clear ownership and accountability
JPI-VPM Integration
JPI provides a direct integration between Laserfiche and Veradigm Practice Management. Users search for and access Laserfiche-managed documents without leaving the VPM interface, reducing context switching while keeping document management centralized.
Starter
- Bulk import of emails and files
- Full-text search
- Customizable metadata
- Microsoft 365 integration
- Simultaneous document editing
- Document versioning
- External file sharing
- Annotations
- Fine-grained access controls
- Redactions
- Offline mobile access
Professional
- Everything in Starter, plus:
- Workflow and approval automation
- Process template library
- Task management
- Rules management
- Electronic forms with approval routing
- Batch scanning and image processing
- Document routing
- Processing reporting and monitoring
- Bottleneck analysis
Business
- Everything in Professional, plus:
- Records lifecycle management
- Automated records retention
- Advanced audit trail reporting
- Legal holds and watermarks
- Customer-initiated processes
- Public content hosting
- Backend programming tools
- Sandbox testing environments
- Bulk user management and SCIM provisioning
Platform capabilities are implemented based on licensed components and organizational requirements.
Platform does not equal solution.
Laserfiche delivers the secure, scalable foundation. JPI makes it operational. We design, implement, and support solutions that connect platform capabilities into governed systems aligned with real workflows and real organizational demands.
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