OPERIGENT
THE INTELLIGENT OPERATING PLATFORM
The Intelligent Operating Platform Built Around Your Business
Operigent brings your data, workflows, documents, automation, reporting and AI together in one configurable platform — so your business can work the way it actually works.
BUILT FOR REAL-WORLD OPERATIONS
Your work shouldn't have to fit inside rigid software.
Most organizations rely on multiple systems to manage everyday operations — spreadsheets for tracking, email for communication, shared drives for documents, separate tools for signatures and manual reminders.
Operigent brings these operational layers together so your data, work, documents, decisions and external interactions stay connected.
Operigent brings these operational layers together so your data, work, documents, decisions and external interactions stay connected.
Too Many Disconnected Tools
Bring records, documents, communication, signatures and workflows into one operating environment.
Too Much Manual Coordination
Automate assignments, reminders, escalations, document routing and follow-up.
Limited Visibility
Give teams and management real-time visibility through dashboards, reports and AI-powered answers.
ONE PLATFORM. NINE CONNECTED CAPABILITIES
Everything your workflow needs. In one platform.
1. Module Studio
Build the business model you need with custom modules, fields, relationships, validations, calculations and identifiers.
2. Experience Studio
Create role-specific forms, views, layouts, actions and related information.
3. Workflow & Activity
Create tasks, statuses, reminders, escalations, notifications and automated follow-up.
4. Work Management
Manage assignments, deadlines, workload, aging, productivity, timers and billing.
5. Reports, Analytics & AI
Create reports, dashboards and charts from operational data, and use AI-powered natural-language queries to get answers faster.
6. Document Operations
Upload, classify, review, annotate, analyze, version, share and route documents.
7. Fill & Sign
Create reusable signature flows, dynamic signer journeys and multi-party signing.
8. Calendar & Booking
Manage meetings, availability, invitations and external booking experiences.
9. Platform Governance
Manage users, roles, permissions, notifications, search and audit history.
CONFIGURABLE WORKFLOW MANAGEMENT
Configure how your work moves from start to finish.
Operigent lets organizations visually define how records, tasks, documents and people interact throughout a business process.
- Custom workflows
- Tasks and sub-tasks
- Status management
- User and team assignments
- Due dates and priorities
- Conditional rules
- Automated field updates
- Reminders
- Escalations
- Activity templates
DOCUMENT MANAGEMENT
Documents are part of the work - not just attachments.
Keep every document connected to the record, workflow and people it belongs to.
- Upload & organize
- Document tagging
- PDF preview
- Search & annotations
- Version control
- Secure sharing
- Document workflows
- AI document intelligence
FILL & E-SIGNATURE
Collect signatures without leaving the workflow.
Create reusable digital signing experiences, define signers, place fields, send secure links and automatically continue the workflow after signing.
- Reusable Signing Flows
- Multi-Party Signing
- Signature Evidence
- Post Signature Automation
AI-POWERED OPERATIONS
Ask your business data. Understand your documents. Act on what matters.
Operigent puts AI directly into the operational workflow, helping users ask questions about live data, understand documents and create reports.
- Ask natural-language questions
- extract facts and dates
- Document Summarization
- AI generated reports
REPORTS & ANALYTICS
Turn operational data into actionable insight.
Turn operational data into actionable insights with powerful reports, dashboards, KPIs, charts, filters, and drill-down analysis.
- Saved searches and filters
- Pivot reports and charts
- KPI dashboard
- Drill-down to source records
- Scheduled reports
- Export & sharing
CALENDAR & BOOKING
Coordinate work and let clients book the next step
Manage record dates, activities, meetings, invitations, reminders and shared availability while keeping the underlying records accessible from the calendar.
- Internal calenders and activities
- Availability management
- Online booking pages
- Reminders and invitations
- Rescheduling and follow-up
One workflow. From intake to outcome
INTAKE
Create a record through a configured form.
AUTOMATE
Rules validate information and trigger the next activity.
WORK
Assign tasks, deadlines and responsibilities.
DOCUMENTS
Upload, review, generate and sign.
INSIGHT
Use AI, reports and dashboards to act.
Built for different types of work
Legal & Claims
Manage cases, parties, providers, documents, deadlines and reporting.
CRM & Sales
Manage leads, opportunities, appointments and follow-up.
Service Operations
Manage customers, requests, assignments and service workflows.
Manufacturing
Manage items, orders, inventory, inspections and operational reporting.
Education
Manage students, courses, attendance and role-based workflows.
Compliance & Custom
Manage obligations, evidence, reviews, approvals and audit-ready reporting.