Engagement Automation

A single platform for Client Engagement and Automation

Imagine if you could replace multiple client portals, document systems, and engagement systems with a single cloud-based AI platform. That’s the Digilence Cloud.

The Digital Firm Experience

Consolidate to One Digital Platform

With the Digilence Cloud, leverage digital intelligence to consolidate to a single client and engagement experience. Digilence delivers the most integrated engagement automation solution that works with your existing process and legacy systems. Integrate and automate, then replace systems over time with our integral suite of cloud apps.

"Our journey with Digilence advances as we add more 'digital intelligence' with Digilence document management and electronic engagement letters. We're also exploring opportunities across various areas within the firm where we may leverage the broader Digilence Cloud Platform, potentially phasing out other systems."

CARLA McCALL
CEO

Problems with existing Portal Solutions

Old & Outdated Technology

All leading legacy solutions for Document Management & Portal are outdated, old and clunky.
Further, they are an isolated tech stack and simply cannot innovate fast enough to keep up.

Multiple separate systems

Document requests, PBC, client portal, doc management, reminders
The existing landscape delivers these as separate systems, leaving many gaps.
Because everything is a separate system, they don't integrate and talk to the core systems.

Not modern and no integrated, pragmatic AI

Any modern system today should make full use of the modern tech stack.
Everything should be cloud-native, digital native, mobile-native, and AI-native.

Too costly

Each platform today is too costly, in most cases, 1.5x to 2x the standard in other industries.
Further, since firms often have 5-10 systems for document collaboration, the total cost is 5x+.