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What is Process Server's Toolbox?

PST provides a user-friendly solution tailored for small process servers, yet it is powerful enough to cater to the needs of larger firms, boasting features like job trading, in-depth analytics, and automated communication with clients. With our effective Windows desktop application and a contemporary web version accessible on any device, you can manage your process serving operations from virtually any location. Billing and payment procedures are made efficient, enabling you to invoice clients quickly with options for generating client statements, batch invoices, and monitoring receivables and payments, including the convenience of online payment methods. The role of your process servers is crucial to your business, and PST includes one of the most advanced document management systems in the industry, featuring document classification, trading capabilities, visibility controls, and sophisticated barcoding for seamless automation of attachments. Keep your clients updated effortlessly with automated emails that inform them of job statuses and confirm completions, fostering engagement and satisfaction with your services. By utilizing these features, you can significantly streamline your processes and strengthen client relationships like never before, making your operation more efficient and responsive to client needs. Ultimately, PST equips you with the tools necessary to thrive in the competitive landscape of process serving.

What is Docsumo?

Document AI software featuring sophisticated OCR functionalities allows for the conversion of unstructured documents—like pay stubs, invoices, and bank statements—into usable data. This innovative solution supports a variety of document formats and requires little initial configuration. Users can swiftly extract critical information such as totals, invoice numbers, and payment terms from multiple invoices at once with just a few clicks. It also facilitates the organization of table line items and provides calculated attributes to aid in automated decision-making processes. The data collected can be assessed with a human-in-the-loop system and can be validated through external APIs or databases for added accuracy. We prioritize the utmost security by implementing enterprise-level measures to protect your data. Users retain full authority over the data processed via Docsumo. Additionally, the automated handling of rent rolls can achieve a 50% decrease in operational expenses. Customers can be seamlessly onboarded in real-time through effective logistics document processing, while tax return details can be verified instantly using the intelligent OCR API. Furthermore, our system ensures precise data extraction from Energy & Utility bills, thereby improving the overall accuracy and dependability of the information captured. This technology not only optimizes operations but also significantly enhances overall productivity levels, paving the way for a more efficient workflow. Hence, organizations can focus more on strategic tasks rather than mundane data entry.

Media

Media

Integrations Supported

ACH Payments
Android
Apple iOS
Box
CaseAware
Cogent
Docusign
Dropbox
Google Drive
HelloWorks
MapQuest
Microsoft Excel
NAPPS
Perfect Practice
QuickBooks Online
Quickwork
Time Matters
Xero

Integrations Supported

ACH Payments
Android
Apple iOS
Box
CaseAware
Cogent
Docusign
Dropbox
Google Drive
HelloWorks
MapQuest
Microsoft Excel
NAPPS
Perfect Practice
QuickBooks Online
Quickwork
Time Matters
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$40 per month
Free Trial Offered?
Free Version

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DreamBuilt Software

Date Founded

1988

Company Location

United States

Company Website

www.dbsinfo.com

Company Facts

Organization Name

Docsumo

Date Founded

2019

Company Location

India

Company Website

www.docsumo.com

Categories and Features

Categories and Features

Data Extraction

Disparate Data Collection
Document Extraction
Email Address Extraction
IP Address Extraction
Image Extraction
Phone Number Extraction
Pricing Extraction
Web Data Extraction

OCR

Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool

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