Documents are at the core of every business, but managing them manually leads to delays, errors, and duplicated work.
Kleritt builds document automation systems that handle creation, approval, and storage automatically, giving teams more time for meaningful work.
From signed contracts to delivery notes, we connect your systems so every file is generated, shared, and archived automatically, always accurate, always accessible.
What Document Automation Solves
Manual document handling creates friction and risk. Files are misplaced, outdated versions circulate, and compliance becomes difficult to prove.
Our document automation services solve that by:
- Auto-generating documents from templates or data inputs
- Managing approvals and e-signatures automatically
- Syncing documents with your CRM, ERP, or cloud storage
- Reducing human error and administrative workload
- Ensuring version control and audit readiness
You get complete visibility, from creation to archive, without manual follow-up.
How Kleritt Builds Document Automation
Kleritt delivers automation that fits seamlessly into your existing processes.
- Analysis & Mapping
We review how your documents are created, approved, and stored today. - Design & Integration
We connect your CRMs, invoicing tools, and cloud systems like Google Drive or SharePoint. - Template Setup
We turn your contracts, invoices, or reports into dynamic templates that fill automatically with live data. - Workflow Automation
Approvals, signatures, and notifications are routed automatically to the right people at the right time. - Testing & Documentation
We validate every flow for accuracy and security, and document it for easy internal management.
The outcome is a paperless, structured workflow your team can trust.
What You Can Automate
We design document automation for all core business processes:
- Contracts: auto-fill, review, and e-sign
- Invoices & quotes: generate from CRM or accounting data
- Certificates & compliance forms: populate and store securely
- Reports: compile and share automatically at set intervals
- Purchase orders & receipts: auto-generate and route for approval
Each workflow is built to fit your tools and regulatory requirements.
Why Choose Kleritt
- Compliance-first: Aligned with GDPR, audit, and traceability standards.
- End-to-end visibility: Every file is tracked from creation to approval.
- Tool-agnostic: Works with your current systems — no migrations needed.
- Scalable: Start with one process, expand across departments.
- Secure by design: Access controls, encryption, and change tracking built in.
We turn document chaos into order, reducing time, risk, and stress.
Example Use Case
A logistics company automates its documentation with Kleritt
- Invoices and delivery notes generate automatically after order confirmation.
- PDF copies are sent to clients and archived in Google Drive.
- Weekly reports are compiled and emailed automatically to management.
What once took hours per day now happens instantly, with zero errors and full traceability.