Serve More Clients, Save Time and Money 🤑
ClientFilesOnline helps your organization eliminate paper and paper processes. Our solution helps your clients easily complete and submit required forms from any computer or mobile device.
Once submitted, all the forms and supporting documentation are routed to the appropriate staff members for review/approval and securely stored in the system.
Happy Clients
Client Satisfaction
Automate your paper processes:
What our customer’s say:
Nellie Cadotte Osuji
DocMgt has been a great asset in the management of our HAF Program. DocMgt was able to provide us with a solution to keep our applications and other documents organized and provide an online application to keep paperwork to a minimum. Our entire workflow is done through DocMgt. Our documents are all in one place, including case notes. So, when questions arise from an applicant, we can answer them quickly and effectively.
Holly Papineau
We are using DocMgt to help simplify and streamline the TFA approval process. Case Managers now request SSVF TFA’s through DocMgt. Those TFA’s are routed through DocMgt to their Supervisors, then to Fiscal and finally to their Executive Director for approval. We plan to expand DocMgt to help simplify and streamline intakes and recertifications.
Calvin Williams
We love DocMgt. DocMgt is so efficient and saves our agency time and money due to less time spent on creating paper files. DocMgt can be customized to fit your program. The software is user-friendly and easy to use. DocMgt’s customer service is exceptional and response times are very quick. This solution has significantly reduced time and cost of serving families within our SSVF Program.
Ramon Fregoso
DocMgt is a great solution for data and document driven tasks in Tribal Governments. They understood our process and online form needs at the beginning and displayed their knowledge in the space of form and process management. Â We are currently using DocMgt to recreate our most important workflows such as Purchase Requisitions, Check Requisitions, and Purchase Ordering.
Brittany Hensley
DocMgt has been a great asset in the management of our HAF Program. DocMgt was able to provide us with a solution to keep our applications and other documents organized and provide an online application to keep paperwork to a minimum. Our entire workflow is done through DocMgt. Our documents are all in one place, including case notes. So, when questions arise from an applicant, we can answer them quickly and effectively.Â
Amy Henne
DocMgt has been a game changer for us! Since our first interaction with thier team, they have provided superb support for the design, development, and deployment of key workflows for us. They are incredibly responsive to our requests. We are excited to deepen our partnership with them as we deploy more workflows into our school to operate more efficiently and effectively.
Got questions? Contact us today!
Contact us today to learn how we can help you eliminate paper forms and paper processes to start serving more clients while saving you time and money.