Information Automation for Document-Driven Businesses

We help organizations capture, connect, migrate, and operationalize business-critical information across document management and line-of-business systems — using proven frameworks, intelligent automation, and purpose-built solutions.

Intelligent Data Capture

Transform inbound documents into structured, validated information that feeds downstream systems automatically — reducing manual effort and improving data quality.

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Enterprise Data & Document Migrations

We have years of experience converting to and from the common and not so common document management system formats, including in-house-developed applications and popular commercial applications.

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Application Integration

Connect line-of-business applications to your document management ecosystem and enable paperless, automated workflows with minimal training and maximum impact — using proven integrations or custom-designed solutions.

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Custom Application Development

We build purpose-fit applications using .NET, MVC, ASP.NET Core, and modern web technologies — accelerated by AI-augmented development practices that shorten timelines without sacrificing quality or maintainability

Application Utilities

Import and Export from common applications

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25+

Years of Experience

100+

Fortune Companies

Global

Worldwide Reach

18+

System Integrations

Intelligent Data Capture Solutions

Transform paper-based and electronic documents into actionable data with our intelligent capture solutions. We leverage industry-leading tools to automate document classification, data extraction, and workflow and AI integration.

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Document Classification

Automatically identify and categorize documents using machine learning and rule-based classification engines.

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Data Extraction

Extract key data fields from invoices, forms, correspondence, and other document types with high accuracy.

Validation & Verification

Built-in validation rules and database lookups ensure extracted data meets your quality standards.

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Workflow Integration

Seamlessly route captured documents and data to downstream systems and business processes.

Technologies We Work With

Kofax Capture Enterprise batch capture platform
Kofax Transformation Advanced data extraction & validation
Kofax TotalAgility Intelligent automation platform
ABBYY FineReader OCR & document conversion
Chronoscan Capture Document capture and AI driven OCR
Laserfiche Quick Fields Document processing automation
Custom Solutions Tailored capture applications

Common Use Cases

Invoice Processing
Claims Processing
HR Onboarding
Mailroom Automation
Contract Management
Medical Records
Loan Applications
Accounts Payable
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Document Management Migration Services

Expert ECM and document management system migration services with 25+ years of experience. We safely migrate your documents, metadata, folder structures, and security settings from legacy systems to modern platforms like Laserfiche, OnBase, and SharePoint.

Why choose Bluelake for your migration? We preserve document integrity, maintain audit trails, and account for each and every document in our reconciliation process. Our proven methodology has successfully migrated millions of documents across industries including healthcare, government, financial services, and manufacturing.

Below are some of the more common ECM Systems supported by our established document and data migration code base:

Alchemy
Captiva
DocStar
Document Warehouse
Docushare
FileNet
Eclipse
ImageNow
Laserfiche
LibertyNET
OnBase
Optika
App Xtender
Paperstore
Papervision
SharePoint
Sire
Stellent
Watermark
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Bluelake Apps & Utilities

Download and try our applications free before purchase

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Hover over a product to view the full description

Laserfiche

Laserfiche Import

Configurable application for importing documents and metadata into Laserfiche from various formats including CSV, XML, Kofax, and OnBase DIP. Volume pricing available for service bureaus.

Laserfiche

Kofax to Laserfiche Connector

Kofax Export Connector that sends Kofax output to Laserfiche during export. Dynamically name folders and documents based on metadata. Supports on-premise and cloud.

Kofax

Image Express for Kofax

Automate import of electronic documents into Kofax Capture. Perfect for processing inbound faxes and scans from network-attached copiers and multi-function devices.

Kofax

Document Copy for Kofax

Adds right-click menu options embedded within the Kofax Scan and Quality Control modules for quickly copying and manipulating pages or documents. Ideal for processing faxes, customer statements, and medical forms.

Kofax

Document Edit for Kofax

View and update batch and document index field values from Quality Control module. Extremely valuable for quickly handling automated workflow exceptions.

Kofax

Document Print for Kofax

Adds right-click option to print documents or pages from within Kofax Capture, or copy the underlying document image to a folder location.

Kofax

Document Split for Kofax

Custom module for Kofax that splits multipage documents into single page documents of the same type as the original document.

Document Management Integration Services

Custom integration solutions connecting your document management system with CRM, ERP, and line-of-business applications. We specialize in Salesforce, QuickBooks, Redtail CRM, and Wealthbox integrations with Laserfiche, OnBase, and SharePoint.

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ECM System Integration

Connect Laserfiche, OnBase, SharePoint, FileNet, and other document management platforms with your business applications for seamless document workflows.

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CRM Integration

Salesforce, Redtail CRM, Wealthbox, and Advisors Assistant integrations that automatically link client documents with CRM records.

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Accounting Integration

QuickBooks Online, QuickBooks Desktop, and Sage integrations for automated invoice processing, AP workflows, and financial document management.

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Custom API Development

Custom REST API and web service integrations tailored to your specific business requirements and legacy system connections.

CRM Platforms

Salesforce Enterprise CRM integration
Redtail CRM Financial advisor CRM
Wealthbox Wealth management CRM
Advisors Assistant Financial services CRM

Accounting Systems

QuickBooks Online Cloud accounting platform
QuickBooks Desktop On-premise accounting
Sage Business management software
Custom ERP Enterprise resource planning
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Bridging Cloud and Desktop

We've successfully integrated QuickBooks Desktop with Laserfiche Cloud, proving that even complex hybrid environments can work seamlessly together.

Discuss Your Integration Needs

Get In Touch

Let's discuss how we can help with your document management needs

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Call Us Directly

(888) 374-2220 x201

Monday - Friday, 8:30am - 6pm PST

...or Send Us A Message