EWS connects documents, emails, data, approvals, dashboards and enterprise systems into one intelligent workflow layer — automating the journey from instruction to action, across any business process.
Every firm runs on instructions — emails arrive, documents land, approvals are needed, systems need updating. Today, a person reads each one, files it, extracts the information, updates another system, chases an approval, and triggers the next step manually. EWS automates that entire journey — across any process, any system, any team.
Instead of users manually reading emails, filing documents, extracting information, updating systems, checking dashboards and triggering approvals — EWS does it. The instruction arrives; the workflow runs.
Every automated workflow in EWS follows the same eight-step pattern — regardless of the process, the document type or the system at the end of it.
An instruction arrives — by email, document, form or system event. EWS reads and understands it.
Content is classified automatically — document type, client, matter, supplier or project.
The document or email is filed to the correct folder — client, matter, entity or project — without manual intervention.
Key data fields are extracted from the content — names, amounts, dates, references, instructions — structured and ready to act on.
Extracted data is passed to the relevant business system — finance, CRM, payment, legal, HR, compliance or any connected platform.
Status, exceptions and queues appear in EWS Reporting Intelligence — one view across everything in progress.
Authorised users review, validate and approve from the dashboard — in context, with full supporting information visible.
EWS checks required conditions and triggers the action — passing the approved instruction to the downstream system or gateway.
Eight steps. Zero manual handoffs. Applicable to any process the firm runs.
When a payment email arrives, EWS reads and classifies it, auto-files the attachments, extracts the invoice data, passes it to the payment system, surfaces it for review and approval, then initiates payment through the gateway — the same pattern, applied to one specific process.
The same pattern applies to any business process — KYC, onboarding, invoice approval, compliance escalation and more.
Read, classify and file incoming documents and emails automatically — to the right client, matter or project folder.
Pull structured fields from unstructured documents and emails — invoices, forms, instructions — and pass them downstream.
Connect extracted data to finance, CRM, payment, reporting and operational systems without rebuilding them.
Route decisions to the right people, in the right order, with full context — reviewed and approved from one dashboard.
Validate required conditions before any action executes — limits, completeness, availability, authorisation.
Every workflow step is tracked, searchable and reportable in EWS Reporting Intelligence — full audit trail included.
Every workflow is AI-assisted and able to flag exceptions and escalate intelligently.
Route agreements and approvals through DocuSign or Adobe Sign as part of any workflow.
The eight-step pattern applies to any process where an instruction arrives and an action needs to follow. Here are the processes your teams can automate today.
Payment processing is one example. The pattern is the same whether the instruction is a KYC request, a board pack, an onboarding form or a compliance escalation.
Manual workflows break at the handoff — someone forgets to file, misses an approval, re-keys the wrong figure, or loses track of where a process is. EWS eliminates those gaps.
Every step is triggered automatically — no chasing, no re-keying, no dropped balls.
Every workflow step is tracked, logged and reportable — audit-ready by default.
Less time on repetitive data entry and process coordination; more time on decisions that need a human.
Exceptions are flagged, anomalies are surfaced, and intelligent escalation keeps the process moving.
Workflow Automation is a layer over what you already run. Documents stay in your DMS or OneDrive. Emails stay connected to Outlook. Data flows into finance, CRM, payment, reporting or operational systems. Users work from one intelligent workspace — and the underlying systems stay exactly where they are.
Every workflow step is visible in one dashboard — act on exceptions without leaving the report.
Explore Reporting Intelligence →IDP reads and extracts the data that kicks off the workflow — classification, extraction and automation in sequence.
Explore IDP →Every document filed during a workflow lands in the right place in the workspace automatically.
Explore Document Workspace →Book a 45-minute discovery session. We'll map one of your existing processes into EWS Workflow Automation and show you how the end-to-end journey runs — with zero disruption to your current systems.