Business Solutions for Document Management, Workflow, and Compliance

Business Solutions built on an API-first document and information management platform.

FormKiQ Business Solutions apply the platform's document management, metadata, workflow, OCR/IDP, search, and integration capabilities to common business operations.

Use this page to compare solution patterns and choose where to start based on process complexity, governance needs, and compliance expectations.

Contract management, case management, and grants management

Contract Management

Support document drafting, review, approval, signature, metadata controls, and searchable contract lifecycle records.

Case Management

Coordinate intake-to-resolution workflows with auditable document trails, role-based access, and process visibility.

Grants Management

Manage intake, review, scoring, award, and reporting with metadata-driven workflow and compliance alignment.

Records management and archives business solutions

Records Management

Implement retention, legal hold, defensible disposition, and compliant lifecycle policies for governed records.

Archives & Collections Management

Preserve institutional memory with metadata-rich discovery, long-term access controls, and searchable information structures.

Policy, correspondence, and governance solutions

Policy and Procedure Management

Manage policy authoring, approval, distribution, acknowledgment tracking, and controlled versioning.

Correspondence Management

Manage formal inbound and outbound correspondence with structured intake, routing, response tracking, and complete audit.

Board and Committee Governance

Manage board meeting documentation, agendas, resolutions, minutes, and committee records with controlled access and retention.

Licensing, permits, and regulatory solutions

Licensing and Permits Management

Manage the intake, review, approval, issuance, and lifecycle tracking of licenses, permits, and certifications.

Energy and Environmental Compliance

Manage regulatory filings, environmental assessments, permit applications, and compliance reports with audit-ready records.

Clinical and Regulatory Document Management

Manage clinical trial documentation, regulatory submissions, and quality system records with version control and audit trails.

Vendor, HR, and employee record solutions

Vendor and Supplier Document Management

Collect, verify, and manage vendor documentation with expiry tracking, renewal automation, and audit-ready records.

HR and Employee Records Management

Manage the governed document lifecycle for employee records with jurisdiction-specific retention, access controls, and audit trails.

Investigation, claims, and incident solutions

Incident and Investigation Management

Manage document-centric intake, investigation, and resolution of incidents and complaints with structured workflows and audit trails.

Claims Management

Manage claims intake, evidence collection, review, adjudication, and resolution with controlled access and complete audit trails.

Transaction and public access solutions

Data Rooms and M&A Document Management

Manage secure document sharing, due diligence workflows, and transaction documentation with controlled access and audit trails.

Freedom of Information and Public Access Management

Manage FOIA and ATI request intake, triage, review, redaction, and response with deadline tracking and defensible documentation.

Research and specialized solutions

Research and Grant Administration

Manage the full research administration document lifecycle — from grant application through IRB records, compliance reporting, and research data documentation.

How Business Solutions map to the platform

Every Business Solution is built on shared platform capabilities: document management APIs, metadata schemas, workflow automation, OCR and AI document processing, full-text search, and integration frameworks. Solutions are not separate products — they are structured applications of the FormKiQ platform, deployable within your existing FormKiQ environment and governed under the same deployment model, access controls, and compliance posture.

Solutions are available for FormKiQ Advanced and FormKiQ Enterprise deployments. Individual solutions may leverage specific Capability Extension Modules — AI Processing and Analysis, Document Generation, eSignature Integration, Enhanced Full-Text Search, or KnowledgeBase — and Integration Framework Modules depending on the capabilities each solution requires.

Explore Platform, Modules, Document Gateways, and Integration Frameworks to plan architecture by use case.