Document Automation
Bluestone saves its customers countless hours and dollars by automating their forms and documents generation. Bluestone’s experienced team uses its proven methodology to transition companies’ document creation from manual typing, copying and cutting and pasting to seamless automated processes that create accurate and professional looking documents, forms, statements, and contracts.
Bluestone begins with an analysis of the business and its underlying data to gain a keen understanding of the business, its needs, and opportunities for automation. Bluestone works with the client to formulate a strategy for its data, if needed, including consolidation, migration and maintenance. The next step is to create or modify templates for the documents and code them to receive the data. The document generation software is integrated and, if needed, an electronic distribution and signature steps are added. After thorough testing and review, customers have a new streamlined and reliable process to manage forms and documents.
Automate your:
- Regulated insurance forms, e.g. UB 04, CMS 1500, CMS 1450
- Government forms
- Legal contracts
- Tickets
- Certificates
- Sales proposals
- Sales orders
- Quotes
- Statements of work
- Letters
- Reports
- Receipts
- Style Sheets