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Secure Gateway to AI Driven Solution Provider For Organizational Communication And Document Management.

Leverage our SaaS tools to stay ahead of the curve for communication, workflow, and analytics
Intro video

Take Control of Your Communication and Streamline Operations with InvesDocs

What is Our Mission?

Streamline your communication processes with our comprehensive platform designed to address the diverse needs of organizations. Our solution ensures efficient documentation management, internal approval workflows, and real-time tracking capabilities, empowering teams to make well-informed decisions.

Our Products

Our Commitment

At InvesDocs, we are fully committed to providing a versatile technology solution. We understand the unique challenges faced by organizations in managing their operations. With our platform, we empower teams to efficiently organize documentation, streamline communication, and optimize workflows.

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Customize solution to meet the needs of your firm

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Command and Control of Communication

Enhance communication efficiency within your organization Our platform is designed to centralize communication, providing a unified system for tracking information and facilitating seamless communication among team members.

Structured and Automated Workflow Processes

As organizations grow, the need for streamlined communication becomes crucial. Manual processes for information dissemination can be time consuming, inefficient, and prone to miscommunication among teams.

Timely and Actionable Insight

Ensure timely responses and actions with our platform's advanced features. The current manual workflow tools often lead to missed communications or delayed responses to time- sensitive matters.

Robust Reporting Systems

Many organizations lack a robust reporting system, resulting in challenges related to past correspondence visibility and accountability for necessary actions. Our platform addresses these issues by providing a comprehensive view of communication history and tasks.

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Customize solution to meet the needs of your firm

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Command and Control of Communication

Limited partners (LPs) in private equity funds receive an average of 30 to 50 emails and some of them arrive in a matter of days. The need for a centralized communication system becomes mandatory to keep all information in one place for easy tracking and establish seamless communication.

Structured and Automated Workflow Processes

As investment grows, Limited Partners (LPs) want to build manual processes for dispatching information to various departments. While manual bespoke processes can be effective, in most cases, they are time-consuming, inefficient and can often mislead the teams in the wrong direction.

Timely and Actionable Insight

Current manual workflow tools are not well equipped with the necessary features which often leads to missed capital calls, or inaction to time-sensitive communication. For instance, you may fail to respond to matters like fund extensions, distributions-in-kind or conversions in a timely manner.

Robust Reporting Systems

Most financial firms often lack an appropriate reporting system in check. It doesn’t offer a holistic view of past correspondence which often becomes an issue for counterparties. This also leads to audit trails of what actions are necessary to be taken & and who is responsible to take such actions.

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Why Now?

The organizational landscape is evolving rapidly, and the need for innovative software solutions is on the rise InvesDocs offers a platform that brings people, processes, and technology together on a unified dashboard.

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The Solutions

Email Management System

Task Management System [TMS]

Work Flows Management System [WMS]

ComTrac

Quickworx

Employee Service Portal

With our email management solution, users can easily categorize emails using customizable filters. Tasks can be assigned to one or multiple users within the email, ensuring prompt action in real-time. Our sophisticated system prevents any overlap and allows for progress monitoring. This simplifies correspondence and keeps all communication channels visible.
Our Task Management System (TMS) integrates seamlessly with our Email Management System (EMS), offering a comprehensive solution for organizing, reviewing, and reporting tasks in real-time on emails. This integrated approach enhances collaboration among team members, ensuring effective communication channels and visibility throughout the workflow.

Our Workflow Management System (WMS) allows you to build customized workflows with approval options so you can streamline your business processes and automate tasks eliminating all the unnecessary manual steps. Make time for yourself so you can focus on strategic and valuable activities. Work in an environment with improved visibility for all the workflows.

ComTrac revolutionizes email management, particularly for teams handling numerous shared mailboxes. Powered by AI, ComTrac automates tasks such as email drafting, categorization, and setting email rules, streamlining organizational workflows and enhancing efficiency.
ComTrac
Quickworx leverages AI to streamline resource management, significantly reducing the workload of HR departments. From employee onboarding and contract signing to training and AI-driven course management for skills enhancement, Quickworx automates these processes, saving time and improving productivity.
The Employee Service Portal (ESP) is a dynamic platform designed to elevate the employee experience by centralizing key HR services and facilitating seamless communication within the organization. ESP offers a comprehensive suite of features to address the diverse needs of employees and managerial staff alike.

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Some of the benefits of having a proper WMS in place

Reduce Error By
Removing Mundane Tasks

Visual Representation of
Workflows for Clarity

Real-Time Tracking & Monitoring of Workflow Progress

Easy Collaboration and
Seamless Communication

Reporting & Collaboration
Analytics Capabilities

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Request for Demo

Contact us to request a demo and unlock the power of our intelligent document and email management solutions. Click the button below to send us an email and schedule your personalized demo today.

Choose InvesDocs

A Software Solution to Address the Operational Needs of Private Equity Firms

Recognizing the complexity and uniqueness of every organization, we offer a comprehensive software solution to manage emails, tasks, and workflows. InvesDocs provides a versatile approach tailored to meet the diverse operational requirements of organizations.

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Testimonial

As Group Head of HR, I knew we needed a more efficient employee management solution. We carefully considered our options and decided to work with the InvesDocs team to leverage Appian. Appian's low-code platform allowed us to quickly build a custom solution that met our specific needs. The solution automated many of our manual processes, saving us time and money, and reducing errors. I highly recommend working with the InvesDocs team to leverage Appian to any organization looking for a better way to manage their employees.
Muhammad Usman
Group Head HR ( Allure Digital )

Invesdocs

The People
Behind

Scarlet Johanson

Team Manager

Scarlet Johanson

Team Manager

Scarlet Johanson

Team Manager

Scarlet Johanson

Team Manager

Scarlet Johanson

Team Manager

InvesDocs streamlines document, emails and task management processes, improving communication by connecting and aggregating customer conversations. With intelligent capabilities, it automates workflows and converts business content into usable knowledge for a unified view of all relevant information, providing efficient and effective communication.

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