How the process works
The entire process typically takes 1 to 2 weeks. We guide you through every step.
Registration
Fill out a short form and we will set up your pilot environment within one business day. Full functionality from day one, no trial limitations.
Initial meeting
Online or in person. We review your documents, processes, and integration needs. We recommend a specific deployment plan so you see results as quickly as possible.
Analysis and plan selection
Based on your documents, we design templates, validation rules, and integration scenarios. We select the right plan: cloud, private cloud, or on-premise.
Setting up your environment
We configure the platform for your document types, set up templates, approval rules, and integrations with your systems. Typically within 2 business days.
Team training
We train your team and external partners. Each role gets a tailored guide: users learn uploading and data review, approvers learn workflows, admins learn template and integration management.
Pilot with real documents
You start processing real documents in pilot mode. We monitor extraction accuracy, fine-tune templates and validation rules. Dashboards show processing stats, costs, and trends. Once everything is fine-tuned, we switch to production.
Ongoing support and development
The partnership does not end at deployment. We help with new document types, rule adjustments, and connecting additional systems. We regularly evaluate accuracy and suggest optimizations.
Schedule a free consultation
We will show you how SmartDocto can automate document processing in your company.