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Automate
The paperwork behind every job — generated, signed, filed, and followed up without anyone touching it.
Every job in a small business drags paperwork behind it: the quote, the contract, the invoice, the onboarding packet, the follow-up when nobody signs. Solve Technology automates that whole trail — documents generated from your real data, routed for e-signature, filed where they belong, and chased automatically when they stall.
We also automate the other direction: AI document extraction that pulls data out of the PDFs, emails, and forms you receive — invoices, applications, intake packets — and puts it into your systems without anyone re-keying it. This is the same class of system behind our Potomac Mitigation work, where document analysis went from hours to minutes.
Everything is built on the tools you already use — QuickBooks or Xero, DocuSign or Dropbox Sign, Google Drive or SharePoint — with n8n/Make/Zapier plumbing and custom code where needed. Runbooks, observability, and human-review queues come standard.
Quotes, invoices, contracts, and packets assembled from your CRM and pricing data — consistent and instant.
Documents sent, tracked, and chased automatically until signed. No more "did they ever sign that?"
Data pulled out of inbound PDFs, emails, and forms into your systems — with human review for anything low-confidence.
Everything named, filed, and linked to the right customer record. Reminders fire when things stall.
Documentation, dashboards, and alerts for every workflow. Your team owns the system.
01
Follow one job end-to-end. List every document touched and every minute of manual assembly.
02
Stack-rank the document flows by time saved and error cost. Pick the first 3–5.
03
Ship working document flows weekly, tested against real jobs before going live.
04
Monitor, refine templates, extend to the next set of documents.
Common questions about Solve Technology's document & back-office automation engagement.
Tell us what every job makes you fill out. We'll come back with the document flows worth automating first and a fixed quote.
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