Dynamic DocMGT solves the problem of managing legally significant documents for emerging growth companies. We enable your company to grow revenue and core business functions while mitigating risk and cost and minimizing additional headcount. Your team can stay focused on growing revenue while we enhance the efficiency of critical business functions that would otherwise be understaffed and overwhelmed.

We design, build, and operate an enterprise intake capture system and "micro" workstreams to systematically organize legal and business records, extract valuable data, and provide timely reports to executives and multiple departments. We leverage our legal, financial, and operations experience alongside low-cost, highly trained labor and AI to deliver value.

Your company enjoys a complete, accurate, and auditable set of all legally significant documents instantly accessible for due diligence, compliance, and operations. Your employees and entire team of advisors will save countless hours spent searching for and validating whether they have the correct documents.

The system consists of two components:

• Enterprise Intake Capture – systematically captures all records.

• Micro Workstreams – customized solutions to solve departmental challenges in managing complex documents and related data. We generate a series of reports to help you monitor the flow of information.

The enterprise intake capture ensures all relevant documents are recorded using three methods:

• Integration with DocuSign or other electronic signature systems to capture documents upon execution.

• A dedicated email address for easy forwarding of documents for processing.

• A bulk upload process for efficient document management.

Once captured, each record is:

• De-duplicated and Renamed with a standard convention for consistency

• Filed correctly based on your customized VDR file map.

This process ensures that each approved team member receives accurate and timely records regularly (weekly).

We designed our system with multiple checks and validation processes. Our intake process assigns a Doc ID to each new record, classifies it, and extracts data based on well-documented SOPs. Each exception is tracked and resolved through a rigorous quality control process, ensuring complete audit history and accuracy.

Yes. Our micro-workstreams allow quick updates to modify or add specific data elements. For example, we can extract key contract terms and expand to include termination or renewal clauses or specific payment computations as needed.

The Internal Virtual Data Room (VDR) organizes and stores all records processed in the enterprise intake system. The VDR is structured with a "File Map", which categorizes key document types logically, ensuring seamless exports to external VDRs for diligence or audits.

We assist companies in implementing an Access Control Policy during system setup to ensure only authorized personnel have appropriate access, preventing unauthorized use of sensitive corporate documents.