Automate
client-facing workflows.

Create a workflow, share a link, and get validated data extracted from what your customers submit
client-facing workflow
Streamline Client Processes
Automate the intake, organization, and processing of client documents to save time and reduce manual effort
AI-Powered Automation
Extract and process data from various client documents, reducing errors and delays
Custom Workflows
Tailor automation workflows to fit specific client-facing requirements and data needs
Reduce Manual Work
Minimize manual document reviews, allowing teams to focus on higher-value tasks
Export
Exctract data with AI
Leverage advanced AI  to automatically extract, analyze, and process data from a wide range of client documents such as PDFs, images, forms, and scanned files. Even complex documents containing varied formats, handwritten notes, or embedded images are handled accurately and efficiently.
client portals
Interact with your Clients via Portals
Stop sending nagging emails trying to keep things on track. Combine form submissions, messages, payments, approvals to streamline customer-facing processes.
3x Completion Rate
with Beau Pages
Create a smooth and secure onboarding workflow to accelerate conversion. Customers can be taken through your processes from start to finish with Pages.
Beau Pages
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Companies worldwide choose us to handle their client-facing workflows
Automate client-facing workflows
with Beau
Create a workflow, share a link, and get validated data extracted from what your customers submit