Workflow Automation with AI

Workflow platform for Professional Services Firms

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AI Driven KM

Knowledge Management used by some of the world’s largest firms integrated with ChatGPT

Workflow

Design and manage business processes using flowcharts and inbuilt forms designers

Automation

Automate documents and emails and workflow enable your DMS, PMS & CRM

Low-code workflow system

Knowledge Management

Client & Matter Onboarding

Document Automation

Template Management

Integrated with MS Office

The Sysero Platform

Sysero creates workflows that can manage any business challenge. Professional services firms worldwide are using Sysero to manage internal and client facing processes. Our forms designer allows anyone to create searchable databases that can hold data, documents and emails. A fully web based flowchart designer adds multi-step, multi-person, decision-based data collection. Our document and email automation tools are just part of the dozen integrated designers and features that makes Sysero the ultimate workflow platform. Read more..

KYC/AML Workflows

Use Sysero’s KYC/AML workflows to streamline the client intake process and implement a better way to capture crucial client details. Personalised web-based forms eliminate the need for paper-based client intake forms and customisable risk management workflows allow you to quickly and easily verify and accept new clients, all whilst ensuring compliance with KYC and AML regulations. Customise your workflow to meet your specific requirements and level of risk. Read more..

Knowledge Management Workflows

With Sysero’s Knowledge Management Workflows, you can use customisable workflows to capture, share, manage, and maintain your organisation’s shared knowledge. Gatekeeper, escalation, and review workflows allow you to create an automated framework for ensuring knowledge is kept up-to-date and relevant across the organisation. Read more..

Risk and Compliance

Take control of your risk and compliance with Sysero’s Risk and Compliance Workflows. These customisable workflows enable you to embed compliance into every day processes across your organisation and minimise compliance-related risks. They can also be used to enforce your organisation’s data protection policies and ensure your organisation stays compliant - no matter where your staff is working. Read more..

Client Workflow Portals

Sysero’s Client Workflow Portals provide you with a better way of working with your clients. Design custom online forms to capture key client data, start new transactions, collect compliance information or provide access to basic documents. This information can be then quickly routed to relevant staff and to create customised documents. The result is increased productivity, better work quality, and enhanced collaboration with your clients. Read more..