Simple, Fast, Effective Document Management Solution

Small Enterprise doesn't mean Small Problems.

Small/Medium Businesses (SMBs) have company cultures, and your own way of getting things done. That’s why we created PSIsafe.

Keep Document Management Simple.

PSIsafe’s rich features are configurable, flexible and scalable, allowing it to work in parallel with existing workflows, processes and company culture. No steep learning curve or an initial drain on productivity. Additional modules and integration tools offer functionality for mobile document access, accounts payable automation, secure information sharing, third-party integration, advanced capture and more. Available in the cloud or on-premise, PSIsafe offers enterprise-level document management and workflow capabilities

Simple

Simple to learn, with a deep feature set.

Fast

High-performance, whether Premise, Cloud or Web.

Secure

YourPSIsafe Cloud Instance is firewalled from all others.

Rather than us changing how we worked to fit their software, they asked how we wanted to run our business and then configured features around that.

Antonio Barrett – CEO

True Business Automation

True Business Automation: Do more with File Change Scheduling, Effortless Sharing of docs with non-users, Automated workflows, and Forms Management.

Mobile Document Management

Access client information during an off-site meeting or collect a legal signature from your phone or tablet.

Windows Document Retrieval

Make the mission-critical documents stored in PSIsafe accessible in nearly all Windows-based enterprise applications without losing security, audit trails and version controls.

Integrates with your systems

PSIsafe’s open API gives clients and partners the ability to safely and confidently integrate third-party applications to create interoperable document management workflows.

Small Enterprise. Large Results.

The Document Challenge

With multiple offices and a growing law practice, it was hard to get information from one office to another without spending thousands of dollars annually on courier services. Handling as many as 25,000 cases each year made file handling and storage, especially with closed files, a cumbersome and expensive process. It was decided that going paperless was the best way to achieve the office efficiency they were lacking and would help them save money in the long term.

Traffic Law Center, LLC

Work the Way you Want.

A Uniquely Adaptive Approach to How You Work.

No Steep Learning Curve.

No initial drain on productivity. Additional modules and integration tools offer functionality for mobile document access, automation, secure information sharing.

Browser-Based Content Management

Access and use any document in your PSIsafe repositories directly in your browser. There’s no software to install, and no hoops to jump through.

Synchronize Documentation

Keep your PSIsafe document repositories in sync with your systems of record – automatically.

Windows Document Retrieval

Make the mission-critical documents stored in PSIsafe accessible in nearly all Windows-based enterprise applications without losing security, audit trails and version controls.

Easy to use interface

Our interface mirrors real-life office constructs, as "Cabinets." These Cabinets create a flatter file structure, enabling more rapid location-finding in nested heirarchies, with many fewer clicks.

Keep Enterprise Simple.

Simple. Secure. Fast. Searching and retrieving documents is the purpose of any capable ECM Or Document Management System (DMS.) Configurable, custom searches get the files found in record time.

Third-Party Integrations

PSIsafe’s OpenAPI give clients, partners and OEMs the ability to safely and confidently integrate third-party applications to create firm-wide interoperable document management workflows.

Secure Document Sharing

PSIsafe makes it easy to securely exchange documents and information with clients, patients, colleagues and more.

A Solution at Every Size.

We created PSIsafe to get you back to work immediately.

Essentials

  • PSIsafe Cloud
  • Retriever
  • PSIsafe Share
  • Named Licensing
  • Batch Capture
  • Workflow & Routing
  • Mobile and Web Access
  • eSign Integration

Professional

  • PSIsafe Cloud or On-Prem
  • Retriever
  • PSIsafe Share
  • Named or Concurrent Licensing
  • Batch Capture
  • Workflow & Routing
  • Mobile and Web Access
  • eSign Integration
  • Capture Tools
  • PDF Forms Monitor

Enterprise

  • PSIsafe Cloud or On-Prem
  • Retriever
  • PSIsafe Share
  • Named or Concurrent Licensing
  • Batch Capture
  • Workflow & Routing
  • Mobile and Web Access
  • eSign Integration
  • Capture Tools
  • PDF Forms Monitor
  • PSIsafe Synchronizer
  • SalesForce Integration
  • PSIsafe Books

Let's have a conversation about solving your paperwork problems once and for all.

Schedule a demo.

Absolutely free. No strings attached.