Great Document Management and Availability
January 05, 2024

Great Document Management and Availability

Jeff Wildman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

SmartSearch (legacy)

Overall Satisfaction with Square 9 Softworks

Primarily used for document retention and management. Allows us to archive and manage from a single
source.
  • Customer Service
  • OCR
  • document flow
  • increased accuracy due to AI-powered data extraction
  • time saved through automation of routine tasks
Customer service is exceptional. Response time combined with the depth and
breadth of knowledge by support is amazing.
They help to locate and identify if a document has been
signed for proof of delivery. We have
used the product for complex workflows to manage claims processing and payment.
When managing multiple incoming invoices of varying style and design, they
worked tirelessly to develop a workflow to manage line item extraction of each element
of the invoice and associate that with a corresponding document number.

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

Yes

Did implementation of Square 9 Softworks go as expected?

Yes

Would you buy Square 9 Softworks again?

Yes

Any issues that I have had were quickly resolved by the Square 9 team. Whether it has been
rebuilding because of a server move, or complex workflow design. Once,
I had a complex workflow where I needed to determine how to manage a line item extraction. Their professional services team worked
tirelessly to provide me a solution.