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📋 Rate Case Management
🔧 Upland FileBound

Upland FileBound

Document management and workflow automation.

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Overview

FileBound by Upland Software is a document and workflow automation solution that helps organizations manage the entire document lifecycle. In the context of regulatory and compliance, it is used to manage records, create retention rules, automate workflows, and ensure audit-readiness. The platform provides a centralized, secure repository for documents and a full audit trail of all actions, which is critical for demonstrating compliance.

✨ Key Features

  • Document Management
  • Workflow Automation
  • Records Management
  • Electronic Forms
  • Audit Trail and Reporting
  • Retention Policy Management
  • Secure Cloud Storage

🎯 Key Differentiators

  • All-in-one application with a breadth of capabilities at a single cost.
  • Focus on user experience with a streamlined interface requiring minimal training.
  • Flexible workflow configuration with a drag-and-drop designer.

Unique Value: Helps organizations ensure compliance by automating manual processes, providing a full audit trail, and managing the entire document lifecycle from a single, centralized interface.

🎯 Use Cases (5)

Maintaining records to support compliance or legal claims. Automating processes to ensure compliance with internal policies and external mandates. Creating retention rules and workflows to prepare for compliance audits. Securely sharing records and improving collaboration between government entities. Managing contracts and ensuring regulatory boxes are checked.

✅ Best For

  • Creating an end-to-end automated process for records management with secure access from a centralized interface.
  • Streamlining AP processes to enforce compliance with mandates like Sarbanes-Oxley.
  • Digitizing and securely storing critical documentation in the cloud to safeguard data.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations needing financial modeling for rate case analysis
  • Users looking for a dedicated utility billing system

🏆 Alternatives

SharePoint DocuWare M-Files Laserfiche

Offers a more user-friendly and all-inclusive approach to document and workflow automation compared to more complex or modular ECM systems.

💻 Platforms

Web iOS Android

🔌 Integrations

Salesforce Microsoft Dynamics NetSuite Dell Boomi

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Premier Success Plans tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2 ✓ HIPAA

💰 Pricing

Contact for pricing
Visit Upland FileBound Website →

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