Customer Service Automation

Our customer service automation solution makes servicing clients easy and hassle-free. Partner with DocuPhase to boost your level of customer service with customer portals, mobile access, and quicker turnaround times.

Enhance Visibility

Enhance customer visibility through online portals.

Increased Efficiency

Solve issues faster, while keeping everyone updated.

Simplify & Automate

Implement workflows using a drag-and-drop, no-coding system.

What is an Enterprise Automation Platform?

An Enterprise Automation Platform can be used to automate processes within any department or team. A flexible enterprise solution can be used to map out and automate everything from back-office accounting/finance processes to customer-facing dashboards and portals.

We know what’s possible and where we’ve seen successes with companies like yours. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!


Struggling to Satisfy Tech-Savvy Customers?

Customers today expect instant access to the information they need, and fast resolutions when they run into issues. DocuPhase’s customer portals allow your clients to submit requests and view the status of their account, from anywhere with an internet connection, whether they’re on a computer or a mobile device.


Not Sure How to Improve Current Processes?

Feel like you’re stuck churning through the same processes, even though they’re not getting you the results you want? With DocuPhase’s agile drag-and-drop process modeler and bot builder, you can make easy adjustments to your team’s process, based on real data from process analytics. Nothing’s holding you back from providing the best possible service. 

Satisfy Your Customers’ Needs with Customer Service Automation

DocuPhase’s customer service automation solution provides you with the tools you need to simplify, organize, and automate all of your customer service processes. Partner with DocuPhase to gain access to:

  • Self-service customer portals
  • Reduced costs without sacrificing quality of service
  • Mobile access for your team and for your customers
  • Opportunities to build rapport with your clients
  • Automated routing and reminders
  • Visibility and analytics
  • Faster turn-around times

Self-Service Customer Portals

When you partner with DocuPhase, portal access is available on any device, making it more convenient than ever for your customers to stay informed and updated on the status of their requests.


Having work listed out in a portal eliminates back and forth, or possible kickback from a client. Instead, your customers will be well informed of your plan, and you can focus meetings on what matters most to discuss, and not get lost in the minutiae.





Your Customer Service Digital Transformation Starts NOW

Forget lost documents, complex processes, and long delays. Our team specializes in guiding you through your journey to a paperless, automated workplace. Find out how our customer service automation solution works, and how it can help you kick off your company’s Digital Transformation.


Useful Resources


Relax! Customer Service Process Automation Is Here



Automation Delivers Faster Turn-Around Time in Customer Service



Improve Customer Service and Reduce Paper with Document Management Technology




At DocuPhase, we’re driven by innovation, problem solving, and creating a better workplace for our customers. Our mission is to partner with our clients, delivering innovative solutions that automate and simplify the workplace with unmatched customer support.



DocuPhase is your Enterprise Automation partner! Based on your company’s goals and desired outcomes, the DocuPhase team delivers a rapidly deployed solution that will make your office a better workplace with simplified, automated processes and greater capacity for growth.