ECM for service providers
Client documents arrive through portals, email, post, and fax, in every format and at unpredictable volume. Doxis automatically classifies incoming documents and routes them into the right case file before they reach your core systems.
- Connect SAP and core business systems
- Automate case intake and client status updates
- Leader in the Gartner® Magic Quadrant™ for Document Management in 2026
Case-centric document management for service providers
Every case starts as a scattered set of documents, submitted by portal, email, post, or fax, and ends as a decision your customer is waiting on. Service providers handling high volumes of cases can process millions of documents a day and still resolve a third of claims the same day, because the underlying platform links every document to the case it belongs to, and every case to the systems that act on it, automatically.
Case-centric eFiles
Every policyholder, claim, and document lives in one eFile, with a 360-degree view across contracts, policies, and activity.
Automated case routing
Documents are triaged by complexity, skill, and capacity, so routine cases move automatically while specialists focus where it matters.
Audit-proof compliance
Automated retention and full audit trails keep every case traceable, without manual record-keeping.
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Why service providers choose Doxis
Invoices, receipts, and accounting-relevant information arrive through different channels and systems, each tied to a different client, project, or case. Doxis connects this content to the related business transactions in one platform, so your teams manage documents, control processes, and integrate systems without losing client context.
Integration with ERP and CRM systems
Connect Doxis to your ERP, CRM, and other applications, keeping documents tied to the right client or project.
Intelligent document processing
Automatically classify incoming documents and extract key information, reducing manual data entry.
Audit-proof archiving
Archive documents on a rule-based, traceable basis, with retention, versions, and changes always documented.
Security & permission concepts
Control access to client and project data through roles, so employees see only what they need.
Flexible platform architecture
Run Doxis in the cloud, on-premises, or hybrid, and expand it as needs grow.
Built for international use
Deploy Doxis across locations and countries, with multilingual support and central administration.
Fraud detection
Catch fraudulent or altered invoices and receipts automatically with built-in document analysis.
Cross-system search
Search contract numbers, client numbers, and connected systems from one e-file.
A guide to optimizing case, workflow & process management
An in-depth look at how automated and enhanced digital processes can deliver a crucial competitive edge to service providers: with case studies and actionable insights to digitally transform your business processes for long-term agility.
Digital eFiles built around how service providers work
Information management doesn't have to mean bundling documents by system. Doxis structures eFiles around the business context they belong to, so everything related to a case, customer, or supplier lives in one place, not scattered across applications.
Every case pulls together documents, correspondence, and data from every channel into one file. Routine cases move automatically; the ones that need judgment go to the right person.
Bring together all information relating to customers: inquiries, offers, contracts, emails, CRM data, and more. You always have an overview of the entire customer history. Customer files »
Bundle everything relating to your suppliers: contracts, orders, invoices, correspondence, delivery deadlines, ERP data, and more. Supplier files »
Bundle all information relating to your projects centrally and transparently, even across long project lead times. Project files »
Integration in your IT landscape
These service providers are already working with Doxis
90%
Time saved
Automating document
workflows
336%
ROI in 3 years
Proven in a Forrester TEI™
study
100%
Compliant
With GDPR, ISO 9001, ISO 27001, ISO 16175-2 and IDW PS 880
Where compliance, expertise & industry recognition
come together
Secure
Compliant
Recognized
Doxis is a leader!
Gartner® Magic Quadrant™ for Document Management 2026
Partners
FAQs about ECM for service providers
What does ECM for service providers actually mean?
It means managing every document tied to a case, client, or contract in one place, automatically classified and routed into the right file, instead of scattered across email, portals, post, and fax. For service providers, this centers on connecting incoming documents to the case they belong to before they reach core systems like SAP.
Does Doxis integrate with SAP and other business systems?
Yes. Doxis offers certified SAP integrations (including ArchiveLink) alongside ERP, CRM, and Microsoft 365 connectors, plus an API-first architecture (REST, CMIS) so it can connect to existing applications without requiring data migration.
Can Doxis detect fraudulent or altered documents?
Yes, document verification and fraud detection are built into the platform's document processing, flagging inconsistencies in invoices, IDs, and other documents automatically rather than relying on manual review.
Is Doxis GDPR-compliant?
Yes. Doxis was certified by the auditing firm Ebner Stolz as the first ECM software worldwide to fulfill the EU GDPR, supporting the right to erasure, data portability, and secure processing of personal data.
What other certifications does Doxis hold?
Doxis holds ISO 9001:2015 (quality management) and ISO 27001:2013 (information security), and is certified under IDW PS 880 and GoBD for audit-proof digital archiving of tax- and commercial-law-relevant documents in Germany.
Can Doxis run in the cloud, on-premises, or hybrid?
Yes, Doxis supports all three deployment models, so service providers can choose based on their infrastructure and compliance needs rather than being locked into one setup.
How long does implementation take?
It depends on scope, but system integration is typically fast (1–2 weeks), with most of the effort going into configuring document workflows and templates for your specific case types. Full-scale rollouts across larger, more complex environments take longer.
Is Doxis suitable for international, multi-location service providers?
Yes. Doxis supports multilingual and Unicode content with centralized administration, so document management stays consistent across countries and locations rather than fragmenting by office.
What kind of ROI can service providers expect?
An independent Forrester Total Economic Impact™ study found a 336% ROI over three years and up to 90% time savings on document workflows for a Doxis customer, real, third-party-verified figures rather than Doxis's own estimate.
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