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AI-Native Document Workflow Automation

ShieldDoc is a powerful Document Workflow Automation platform that eliminates manual processes, accelerates approvals, and gives your enterprise the agility to scale — all from a single intelligent cloud platform.

Talk to Sales Features
80% Faster Approvals
7-Day Free Trial
256-bit SSl Encryption
Data Extraction
Integration API
Workflow Automation
Doc Editor
Modern Security
Track workflow
Audit Managment
Smart Reporting
Core Features

Everything You Need to Automate Your Document Workflows

From intelligent data extraction to multi-level approvals — ShieldDoc gives your enterprise the tools to eliminate bottlenecks, reduce manual effort, and move faster at every stage.

Core Features

Advanced Digital Signature Capability

Sign and verify documents with legally binding digital signatures. Certificates track signer identity, timestamp, and document integrity — ensuring documents are authentic and tamper-proof for full compliance and auditability.

  • Legally binding e-signatures
  • Signer identity verification
  • Timestamped & tamper-proof documents
AI Powered

AI Powered Automatic Data Extraction

Eliminate manual data entry forever. Our AI automatically reads, understands, and extracts critical information from any document — invoices, contracts, forms — with near-perfect accuracy.

  • Smart OCR with contextual understanding
  • Auto-fill fields from scanned documents
  • Structured data export to any system
Automation

Document Approval Workflow Automation

Design and deploy multi-level approval flows without writing a single line of code. Route documents automatically, set escalation rules, and get approvals done in hours — not days.

  • Drag-and-drop workflow builder
  • Multi-level approval chains
  • Auto-escalation & deadline reminders
Real-Time

Track Workflow Anytime, Anywhere

Always know exactly where every document stands. Real-time status updates, live notifications, and a visual workflow tracker keep every stakeholder aligned — from any device, any location.

  • Live document status dashboard
  • Instant alerts & notifications
  • Full mobile access on the go
Built-In

Powerful Document Editor & Viewer

View, annotate, and edit documents directly in your browser — no additional software required. Collaborate on documents in real time with inline comments and tracked changes.

  • Browser-based editor — zero installs
  • Inline annotations & comments
  • Supports all major file formats
About Us

Built for Indian Enterprises That Cannot Afford to Slow Down

ShieldDoc was built with Indian enterprises in mind — giving you the power to automate your entire document lifecycle — from creation and collaboration to approval, compliance, and archiving — without the complexity of legacy systems designed for global companies.

Whether you are processing hundreds of contracts, managing regulatory filings, or coordinating approvals across departments, ShieldDoc turns your most time-consuming document processes into streamlined, automated workflows that scale with your business — completely within India's compliance framework.

AI Powered
Workflow Automation
Team Collaboration
Compliance Ready
What We Offer

A Complete Document Automation Ecosystem

ShieldDoc covers the full document lifecycle — from capture and extraction to approval, compliance, and reporting — so your teams can focus on work that matters.

AI Powered Data Extraction

Automatically extract critical data from any document — no manual entry, no errors. Integrate extracted data directly into your CRM or ERP.

Approval Workflow Automation

Build custom multi-step approval workflows without IT involvement. Automate routing, reminders, and escalations to get decisions faster.

Advanced Reporting & Analytics

Gain deep visibility into document workflows with real-time dashboards, performance metrics, and custom reports for leadership teams.

Compliance & Audit Management

Stay audit-ready at all times with automated compliance tracking, complete audit trails, and role-based access control baked in.

CRM & System Integrations

Connect ShieldDoc with your existing CRM, ERP, WhatsApp, and email tools via robust APIs — no silos, no switching between platforms.

Why Choose ShieldDoc

The Automation Platform Built to Scale With You

We go beyond document storage. ShieldDoc is an intelligent automation engine that transforms how your entire organization works with documents — at every level.

01

End-to-End Automation

Automate every stage of your document lifecycle — from capture and extraction to routing, approval, and archiving — with minimum manual intervention.

02

AI-First Intelligence

Our AI automatically extracts data, classifies documents, and identifies exceptions — so your teams spend time on decisions, not data entry.

03

Seamless Integrations

Connect with your existing CRM, ERP, WhatsApp, and email systems via open APIs — ShieldDoc fits into your ecosystem, not the other way around.

04

Enterprise-Grade Security

Bank-level encryption, role-based access control, and full compliance management protect your documents while your workflows move at full speed.

How It Works

From Upload to Approval in 5 Simple Steps

ShieldDoc handles the entire document journey automatically — so nothing falls through the cracks.

1

Upload or Capture

Upload or Scan documents from any device.

2

AI Extracts Data

AI reads the document, extracts key data fields, classifies it, and tags it automatically.

3

Workflow Triggered

The right approval workflow fires automatically — routed to the right people after Human in loop review.

4

Review & Approve

Stakeholders review, annotate, and approve documents from any device — anytime.

5

Store, Track & Report

Documents are stored securely with full audit trail, version history, and reporting.

Industries

Workflow Automation for Every Industry

ShieldDoc adapts to the unique document workflow needs of your industry — with specialized features, compliance support, and integration capabilities built in.

Automotive

Automate supplier contracts, engineering approvals, and compliance documentation across your supply chain.

Education

Streamline student records, admissions approvals, and institutional document workflows with ease.

Real Estate

Manage property agreements, lease approvals, and transaction documents with automated digital workflows.

Healthcare

Automate patient record handling, clinical approvals, and regulatory document workflows — fully compliant.

Legal

Automate contract reviews, case file management, and multi-party approval workflows for legal teams.

Finance

Digitize and automate financial document workflows — from invoice processing to audit management and compliance.

Pricing

Flexible Plans for Every Business

Start automating with a 7-day free trial. No credit card required. Get in touch for custom enterprise pricing tailored to your scale.

User User User User +2k

Trusted by 100+ Indian enterprises

Starter

Basic

For small teams ready to automate their document workflows

Contact for Pricing
  • Document workflow automation
  • Up to 5 team members
  • 50 GB secure document storage
  • Basic approval workflows
  • Document editor & viewer
  • Email support
Most Popular
Corporate

Professional

For growing companies that need full workflow automation

Contact for Pricing
  • Advanced workflow automation
  • Up to 25 team members
  • AI powered data extraction
  • CRM & system API integration
  • Advanced reporting & dashboard
  • Compliance & audit management
  • WhatsApp integration
Enterprise

Custom Solutions

For large enterprises with complex, high-volume workflows

Contact for Pricing
  • Unlimited users & storage
  • Custom automation at every level
  • Full AI suite + advanced OCR
  • Dedicated integrations & APIs
  • SSO, SAML & enterprise security
  • 24/7 dedicated support & SLA
  • Custom SLA & contracts
  • AI powered automatic data extraction
Get in Touch

Ready to Automate Your Document Workflows?

Start your 7-day free trial today, or talk to our team for a customized enterprise demo. We will get back to you within 24 hours.

Email Us

contact@shielddocdms.com

Call Us

+91-78-5097-3005

Response Time

Within 24 hours

We respect your privacy. Your information will never be shared with third parties.

Testimonials

What Our Clients Are Saying

Enterprises across industries are transforming their document workflows with ShieldDoc. Here is what they have to say.

"ShieldDoc transformed how we handle contracts. What used to take days now takes minutes. The approval automation alone saved us 20+ hours a week."

Sarah Johnson
Rajesh Gupta

Legal Director, TechCorp India Ltd.

"The AI data extraction is a game-changer for our finance team. We process hundreds of invoices daily and ShieldDoc handles it all automatically."

Dr. Michael Chen
Ananya Mehta

CIO, HealthFirst India Pvt. Ltd.

"We reduced document processing time by 80% in the first month. The workflow tracking feature alone gives our management team complete visibility."

Priya Sharma
Priya Sharma

Operations Head, FinanceHub

Stop Managing Documents. Start Automating Workflows — India's Way.

Join 100+ Indian enterprises already using ShieldDoc to automate approvals, extract data intelligently, and scale their document operations. Start your 7-day free trial today.

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