Secure Document and Information Management for Regulated Industries, Under Your Control

Compliance, Control, and Complete Flexibility for the Modern Enterprise

FormKiQ helps organizations manage documents, workflows, metadata, governance, and solution-specific information systems on a platform designed for regulated and control-sensitive environments, and adaptable to a wide range of enterprise and departmental use cases.

  • Built for regulated and control-sensitive environments
  • Deploy into your own AWS account
  • Modular platform with solution layers
  • Supports residency, sovereignty, and governance requirements
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What FormKiQ is and where it fits

FormKiQ is a document and information management platform built for organizations that need governance, workflow structure, and deployment control — not just a place to store files.

It is designed for operational and long-term governance systems: environments where documents are part of a defined process, where access and auditability matter, and where the platform must evolve alongside the organization without forced replatforming.

FormKiQ works equally well as a standalone system or as the document layer embedded within a larger application or enterprise architecture.

Who uses it

FormKiQ is deployed across regulated industries, public institutions, and process-intensive enterprises. The common thread is not the sector — it is the need for control, accountability, and adaptability.

Public Sector

Government agencies, municipalities, and public bodies managing records obligations, grants administration, FOIA and public access requirements, and multi-department document workflows. FormKiQ supports transparency mandates without sacrificing access control or audit integrity.

Higher Education

Universities and colleges managing institutional records, archives and special collections, academic governance documentation, and faculty or departmental workflows that require autonomy within a governed framework. FormKiQ handles both the central records function and distributed operational needs.

Financial Services & Insurance

Banks, credit unions, insurers, and investment firms running governed document workflows with strict auditability, retention schedules, legal hold, and regional data control requirements. FormKiQ supports compliance-driven operations without locking teams into inflexible enterprise content management systems.

Healthcare and Life Sciences

Healthcare, medtech, and life sciences teams managing clinical documentation, regulatory submissions, vendor qualification, and policy records in environments that need controlled access, retention, and audit evidence.

Legal and Professional Services

Law firms, legal teams, and professional services organizations handling matter records, client confidentiality, legal hold, contract management, and data room programs with complete audit trails.

Manufacturing and Production

Manufacturers managing standard operating procedures, quality documentation, supplier qualification, inspection records, and compliance documentation across facilities and supply chains.

Also deployed in energy, logistics, real estate, nonprofit, research, technology, and other document-heavy environments. See all industries.

Trusted worldwide

Trusted globally. Deployed regionally.

FormKiQ supports organizations across the Americas, Europe, the Middle East, and Asia-Pacific with secure, governance-first document operations.

Deploy into major AWS regions to support residency, sovereignty, latency, and governance requirements — including region-specific deployment models for regulated organizations.

View regional deployment details
RGF Staffing

Customer story

"This wasn't a vendor relationship — it was a genuine partnership."
Micha Van Nijen, Integration Architect, RGF Staffing Belgium — 20M+ documents migrated from Alfresco
Pollard Banknote Limited
Smart
UQAM
Esurance
Contruent
OakNorth

Data Residency and Sovereignty

20+ AWS regions
Map showing FormKiQ deployment regions

Available in 20+ AWS regions, including GovCloud. Learn more.

FormKiQ Advantages

Advanced Search and Indexing

Instantly locate documents with AI-powered search, full-text indexing, and metadata-aware retrieval.

FormKiQ advanced search and indexing — AI-powered search, full-text indexing, and metadata-aware retrieval

Security and Compliance From the Start

Use role-based access, encryption, and audit-friendly workflows to support compliance-aligned document operations.

FormKiQ audit trail, retention controls, and governed document access — compliance and control in action

Intelligent Automation and Workflow

Automate routing, approvals, and lifecycle events with configurable workflow and event integrations.

FormKiQ AI-powered document ingestion, metadata extraction, and human review workflow — automation and AI with humans in the loop

Scalable Cloud-Native Architecture

Run in your own AWS account and scale from thousands to hundreds of millions of documents.

FormKiQ document console and AWS CloudFormation deployment — deployments and data under your control

Platform Path

Platform path from FormKiQ Core to FormKiQ Enterprise — API-first foundation through production-ready operations to governance-heavy deployment with residency and sovereignty controls

Start where your governance maturity is today and expand as process complexity, integration depth, and jurisdictional controls increase.

Foundation

FormKiQ Core

MIT-licensed, open-source foundation. Deploy to your own AWS account in 15 minutes via CloudFormation.

  • ✦ Document storage, API & Web Console
  • ✦ Tagging, search & classification
  • ✦ OCR (Tesseract) & multi-tenant support
  • ✦ Community support (Slack & GitHub)
Explore Core →

Operational

FormKiQ Essentials

Production-ready document management for departments and focused delivery teams.

  • ✦ SSO (SAML — Entra, Google, Auth0)
  • ✦ Workflows, queues & rulesets
  • ✦ Encryption (KMS) & document control
  • ✦ OCR & structured extraction (Textract)
Explore Essentials →

AI + Automation

FormKiQ Advanced

Workflow and integration-rich operations for complex, AI-driven business processes.

  • ✦ AI processing & analysis (Bedrock)
  • ✦ Capability extension & integration modules
  • ✦ Solution layers & document gateways
  • ✦ Multi-instance & multi-region licensing
Explore Advanced →

Full Platform

FormKiQ Enterprise

Governance-heavy deployment for organisations with residency, sovereignty, and assurance requirements.

  • ✦ Vendor-managed & hybrid deployment
  • ✦ Custom SLAs & compliance consulting
  • ✦ Strategic architecture support
  • ✦ 8-business-hour response SLA
Explore Enterprise →
Compare editions and upgrade paths →

Solutions Support

Solutions for operations and governance — FormKiQ Operational Systems (Contract Management, Case Management, Grants Management) and Governance & Preservation Systems (Archives & Collections, Records Management) on a unified platform with shared controls

FormKiQ supports operational systems and governance/preservation systems with shared platform controls, common metadata standards, and reusable workflows.

Operational Systems

Contract Management

Draft-to-signature lifecycle with approvals, controls, and traceability.

  • ✦ AI obligation extraction (Bedrock)
  • ✦ Approval workflows & e-signature
  • ✦ Renewal alerts & metadata search
Case Management

Intake, triage, review, resolution, and auditable case records.

  • ✦ Multi-channel intake & classification
  • ✦ Workflow routing & task assignment
  • ✦ Full audit trail per case file
Grants Management

Intake, review, scoring, award, reporting, and accountability.

  • ✦ Application intake & eligibility review
  • ✦ Panel scoring & award workflows
  • ✦ Reporting & compliance tracking

Governance & Preservation Systems

Archives & Collections Management

Institutional memory, hierarchical organization, and metadata-rich discovery.

  • ✦ Hierarchical collection structure
  • ✦ Preservation metadata & access tiers
  • ✦ Full-text and faceted search
Records Management

Retention, legal hold, and defensible disposition with governance controls.

  • ✦ Configurable retention schedules
  • ✦ Legal hold with audit evidence
  • ✦ Defensible disposition workflows

Unified platform. Shared controls. Consistent governance.

Shared platform controlsABAC, encryption, audit trails, and retention applied uniformly across all solutions.
Common metadata standardsDocument types, classification, and search work consistently across every solution layer.
Reusable workflowsBuild once, reuse across operations and governance programs without rebuilding logic.

Repeatable Use Cases

Built for repeatable enterprise use cases — contract management, ERP and finance documents, governed AI processing, and portfolio operations supported by reusable patterns, shared controls, workflow consistency, and scalable team adoption

FormKiQ supports reusable solution patterns for document-heavy operations where governance, workflow consistency, and AI-assisted processing need to scale across teams, departments, or operating companies.

Contract Management

Manage contract lifecycle records, approvals, metadata, renewal dates, obligations, and retention controls.

  • ✦ Structured intake and review workflows
  • ✦ Counterparty, expiry, and obligation metadata
  • ✦ Renewal alerts, audit trails, and retention rules

ERP and Finance Documents

Connect supplier, procurement, invoice, and finance document workflows to operational systems and approval processes.

  • ✦ Vendor, AP, AR, and close-package records
  • ✦ ERP and procurement system integration patterns
  • ✦ Approval routing, exception handling, and evidence capture

Governed AI Processing

Apply AI classification, extraction, summarization, and routing within access controls, review gates, and audit trails.

  • ✦ Document classification and metadata extraction
  • ✦ Summary and routing suggestions with human review
  • ✦ AI outputs governed by ABAC, logging, and retention

Portfolio Operations

Help portfolio companies modernize document-heavy operations and deploy governed AI processing using repeatable patterns.

  • ✦ Start company by company or use case by use case
  • ✦ Reuse metadata, permissions, workflow, and AI patterns
  • ✦ Preserve local control while standardizing governance

What makes these patterns repeatable

Reusable patterns Document types, metadata schemas, workflow stages, and review queues can be defined once and adapted across departments or portfolio companies.
Shared controls ABAC, encryption, audit trails, retention, and disposition policies remain consistent even when each business unit has different processes.
Workflow consistency Approval paths, exception handling, human review gates, and lifecycle events follow a common operating model instead of one-off local rules.
Scalable adoption Teams can start with one high-value process, prove the pattern, and expand without rebuilding the document layer each time.

Modules

Modules that extend a unified platform — document generation, eSignature integration, AI processing and analysis, enhanced search, and KnowledgeBase modules extend shared capabilities across solutions

Modules are designed to extend shared capabilities across solutions, so growth does not create disconnected product silos.

Document Generation Template-driven outputs for contracts, notices, decisions, letters, and controlled operational documents. Use it when teams need repeatable documents generated from approved templates, metadata, and workflow context. eSignature Integration Approval and signature workflows with lifecycle traceability across contract, HR, policy, and vendor processes. Connect execution steps to the document record so signed files, status, metadata, and audit history stay together. AI Processing & Analysis Extraction, classification, summarization, and analysis for complex intake and review workloads. Apply AI inside governed workflows with human review, access controls, retention, and audit visibility. Enhanced Search Metadata-rich and full-text discovery for operational, legal, compliance, and governance use. Support faster retrieval across document content, attributes, classifications, and solution-specific records. KnowledgeBase Natural language queries across governed document collections and curated knowledge sets. Use governed document data for question answering without separating answers from permissions and source records.

How modules stay unified

Shared metadata Modules operate against the same document types, attributes, classifications, and solution records.
Workflow-aware Generation, signing, AI processing, and search can be tied to intake, review, approval, and retention stages.
Governed by default Access controls, audit trails, encryption, and retention policies apply across module activity.
Added as needed Teams can start with the core platform and add modules as solution complexity increases.

Deployment

Deployment, data residency, and sovereignty — customer-managed AWS, data residency strategies, and sovereignty-aware architecture support customer control, regional deployment, and jurisdiction-aware governance

FormKiQ supports customer-controlled AWS deployment, region-specific hosting, and governance boundaries that align to jurisdiction-sensitive requirements. Common examples include EU, UK, Quebec, and California operating scenarios.

FormKiQ does not claim universal compliance across all laws and jurisdictions by default. Instead, it supports deployment and governance models that organizations can align to their obligations.

Customer-managed AWS Maintain cloud-account control, boundaries, and security ownership. Deploy into an AWS account you control, with your own identity model, network posture, encryption keys, logging, and operational policies. Data residency strategies Place data and processing according to policy and jurisdiction. Choose AWS regions based on residency needs, latency, business continuity, and where document processing should occur. Sovereignty-aware architecture Support operational models with jurisdiction-focused controls. Separate environments, define access boundaries, and align governance controls to internal and external obligations.

Deployment guardrails FormKiQ supports

Customer control Keep architecture, data boundaries, access, keys, and operational ownership aligned to your cloud governance model.
Regional deployment Run document storage and processing in selected AWS regions to support residency, latency, and policy requirements.
Jurisdiction-aware governance Apply retention, access, audit, and processing rules that reflect the jurisdictions and business units involved.
Flexible operating model Use customer-managed, vendor-managed, or hybrid deployment patterns depending on control and support needs.

Why organizations choose FormKiQ

Frequently asked questions

Is FormKiQ only for regulated industries?

No. FormKiQ is especially strong in regulated and control-sensitive environments, and also fits other organizations that need governance, structure, and deployment flexibility.

Can we deploy FormKiQ in our own AWS account?

Yes. Customer-managed AWS deployment is a core part of the operating model for organizations needing control over architecture and boundaries.

How does FormKiQ scale from a pilot to enterprise rollout?

Teams often begin with FormKiQ Core or FormKiQ Essentials and expand to FormKiQ Advanced or FormKiQ Enterprise as governance maturity, integration scope, and assurance needs increase.

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Contact Us

You can also email us directly at info@formkiq.com

Start with FormKiQ Core

The open-source foundation — API-first, deployable into your own AWS account, and free to use. Right for architecture validation and early implementation.

Get Started Free

Deploy FormKiQ Essentials or Advanced

Production-ready editions for departments and complex workflows. Start with a Proof-of-Value deployment or go straight to production.

Explore Options

Plan an Enterprise Rollout

For governance-heavy environments with residency, sovereignty, assurance, and multi-jurisdiction requirements. Talk to us about the right deployment model.

Book a Call