--- title: JPI Data Resource | AI-Powered Laserfiche Automation for Real Operations description: JPI offers comprehensive automation solutions, managing the entire lifecycle from analysis to ongoing support, ensuring your processes are efficient and compliant. Schedule a demo today. image: https://jpidrsite.com/hubfs/jpipplogo.png --- JPI Data Resource | AI-Powered Laserfiche Automation for Real Operations How We Work # What It Looks Like to Work With JPI From process analysis through post-go-live support, JPI manages the full automation lifecycle. Every engagement is structured, accountable, and built to last. [Schedule a Demo](https://jpidrsite.com/contact-1?hsLang=en) [See Our Solutions](https://jpidrsite.com/solutions-1?hsLang=en) Full Lifecycle Engagement Every engagement is structured, accountable, and built to last. ![JPI full lifecycle engagement](https://jpidrsite.com/hs-fs/hubfs/ChatGPT%20Image%20Jan%2022%2c%202026%2c%2007_07_15%20AM.png?width=1536&height=1024&name=ChatGPT%20Image%20Jan%2022%2c%202026%2c%2007_07_15%20AM.png) JPI manages the full automation lifecycle from process analysis and design through implementation, integration, and ongoing support. Nothing gets configured until the process is understood, the scope is defined, and success criteria are agreed on. We do not hand you a system and walk away. We stay engaged through go-live and beyond, because automation needs to work under real conditions, not just in a demo. [Talk to a Specialist](https://jpidrsite.com/contact-1?hsLang=en) --- Included With All Laserfiche Purchases Through JPI Standard support included from day one. When you purchase Laserfiche through JPI, standard support and platform resources are included to keep your system stable, current, and supported. Professional services and implementation work are scoped separately based on project needs. - Ongoing version updates and maintenance - Technical support for system questions and errors - Access to Laserfiche support site, documentation, and learning materials - Support via toll-free number with 24/7 answering service - Ticketing queue and live chat during business hours - Access to JPI staff who are Laserfiche Solution Engineer certified Platform capabilities are implemented based on licensed components and organizational requirements. Service Areas What JPI delivers across the engagement lifecycle. ### Solution Design and Process Analysis Every engagement starts here. JPI maps how work actually moves today, identifies where it breaks down, and designs the automation to fix it. Nothing gets configured until the scope is defined and success criteria are agreed on. What JPI delivers - Process mapping and workflow documentation - Identification of automation opportunities and risk points - Requirements aligned to compliance, volume, and operational needs - A defined scope and implementation plan before configuration begins ### Implementation and Configuration JPI configures Laserfiche with production in mind from day one. Repository structure, metadata design, security, and permissions are built to support real users at real volume, not just pass a demo. What JPI delivers - Repository and metadata architecture - Workflow and forms configuration - Security, permissions, and governance setup - Documentation for long-term maintainability ### Automation and Workflow Development This is where the process comes to life. JPI builds the workflows that route, review, approve, escalate, and handle exceptions automatically. Every workflow is tested against realistic scenarios before it touches production. What JPI delivers - Intake automation and document routing - Review, approval, and escalation workflows - Exception handling logic - Validation against real volume and edge cases ### Integration Support When a process requires data or documents from another system, JPI builds the connection. Integrations are scoped and built with the same discipline as everything else: reliable, supportable, and documented. What JPI delivers - Search-based access to Laserfiche content from external systems - Coordination with internal IT teams on connectivity and security - Production support for integrations including Veradigm Practice Management [See the JP-VPM integration on the Platform page →](https://jpidrsite.com/platform-1?hsLang=en#vpmintegration) ### Records Management and Compliance When Records Management is part of the licensed solution, JPI configures retention schedules, access controls, and audit logging to match organizational policy and regulatory requirements. Compliance becomes structural, not aspirational. What JPI delivers - Retention and disposition configuration - Audit trail and access control setup - Compliance-aligned repository design ### Ongoing Support and Optimization Go-live is not the finish line. Processes change, volume shifts, new requirements surface, and staff turns over. JPI provides ongoing support to make sure automation keeps working the way it was designed to, and evolves when it needs to. What this includes - Post-implementation support and troubleshooting - Process adjustments as operations evolve - Ongoing optimization and guidance --- ## Ready to fix the process? Whether you are evaluating automation or need help stabilizing what you already have, we will help you figure out the right next step. [Schedule a Demo](https://jpidrsite.com/contact-1?hsLang=en) [Submit a Support Ticket](https://jpidrsite.com/support-ticket?hsLang=en)