Manual review and delivery processes slow firms down, from chasing signatures to tracking down sent reports. MetaField streamlines the entire workflow, giving teams the tools to digitally sign, distribute, and share reports from one platform so approvals happen faster and clients always have access to what they need.
MetaField Mark replaces manual printing and scanning with secure digital signatures and stamps.
MetaField eliminates manual distribution steps by allowing approved reports to be sent directly from the platform.
MetaField delivers project information through a secure, custom branded portal that clients can access anytime, anywhere.
MetaField streamlines your workflows, driving accuracy, efficiency, and profitability for your business. Discover how we can meet your unique needs today.
Once reports have been approved and delivered to clients, generating project invoices immediately follows to send for payment. MetaField, an operational workflow platform, enables firms to capture all billable hours and transactions to seamlessly create accurate invoices within the platform.