Services/Custom systems/Paperless workflows

02 — Custom systems

Go paperless without slowing anyone down.

We turn paper forms, approvals and filing into digital workflows — with e-signatures, document capture and a full audit trail.

What's included

Everything you need, handled by one team.

Pick what you need or let us run the whole thing. Here's what a typical project covers.

01

Digital forms

Smart forms that validate as you type and work on any device.

02

Approval workflows

Multi-step routing with rules, reminders and deadlines.

03

E-signatures

Sign contracts and forms online, from anywhere.

04

Document capture

Scan invoices, IDs and receipts; AI pulls out the data.

05

Secure storage

Searchable archive with permissions and retention rules, such as keeping business records for the seven years IRD requires.

06

Audit trail

Every view, change and approval recorded automatically.

Is this you?

Sound familiar?

These are the problems we hear most often — and the ones this service is built to solve.

Paper is piling upand finding the right document takes too long.
Approvals get stuckwaiting in inboxes or on someone's desk.
Compliance is a worryand you need to prove who did what, and when.

How it works

From first call to launch.

Clear milestones, regular demos and no surprises on scope or cost.

01

Map

Document today's paper flows and pain points.

02

Design

Digital forms and workflows, tested with your team.

03

Build & migrate

Workflows built and existing archives digitised.

04

Roll out

Phased launch, staff training and support.

Tools we use

Custom workflowsDocuSignAdobe Acrobat SignMicrosoft 365Google WorkspaceOCR & AI extraction

FAQ

Common questions.

Can't find what you're looking for? Ask us on a free call.

Are e-signatures legally valid in New Zealand?

For most business documents, yes: the Contract and Commercial Law Act 2017 recognises electronic signatures. A few documents, such as some that must be witnessed, need special handling, and we'll flag those with you.

Can you digitise our existing archive?

Yes. We scan, index and import existing documents so everything is searchable in one place.

Will it work with the tools we already use?

Yes. We integrate with email, Microsoft 365, Google Workspace and your existing systems.

How do we get staff on board?

We roll out in phases, start with the teams who'll benefit most, and provide training and guides.

Ready to get started with paperless workflows?

Tell us what you need. We'll reply within one business day.

Book a free consultation →