Document Management Outsourcing Services

Is organizing, storing, and accessing documents efficiently a challenge for your business? Are diverse document formats, voluminous data, and a lack of a streamlined system causing the difficulties? If yes, then you need an advanced solution. Our document management services will assist you with the entire lifecycle of documents, from creation and distribution to archiving or disposal.


Years of Experience


Industry Verticals


Experienced Professionals

StripDocument Management Outsourcing Services

Outsource Document Management Services to the Expert

As a seasoned document management services provider, we have managed our clients' diverse document needs for over two decades. Our multifaceted services include document capture and imaging, document storage and retrieval, metadata management, access control, security, workflow automation, search and indexing, audit trail, compliance management, document indexing and annotation, etc. We have provided these services to healthcare facilities, legal firms, educational institutions, and real estate agencies. With meticulous attention to detail, advanced technologies, and rigorous quality assurance, we have assisted our clients in maintaining a document accuracy rate of up to 98.7% 

Our document management process involves the collection of documents from diverse sources - from physical mail to emails, online forms, and other channels. This is followed by meticulously sorting documents based on predefined criteria and applying metadata for categorization and retrieval. Next, using cutting-edge technologies such as OCR (Optical Character Recognition), our skilled professionals efficiently capture relevant data from documents and index them. This ensures an organized and easily accessible repository. Finally, we develop and employ robust search and indexing tools for quick access to information. 

Our services are delivered by a team of skilled and experienced professionals, which includes document management consultants, record management specialists, data migration experts, compliance specialists, etc. They are proficient in utilizing advanced technologies like Optical Character Recognition (OCR), machine learning, and cloud-based storage to enhance the accuracy of digitization and data extraction. Further, the team implements Document Management Systems (DMS), incorporating features like document capture, indexing, and encryption to reduce manual errors. 

Our Document Management Checklist

Our Document Management Services Process

  • Document Collection & Receipt

    We collect documents from various sources, including physical and digital channels such as email, online portals, and other means.
  • Document Sorting and Classification

    Our experts systematically classify collected documents based on predefined criteria.
  • Data Extraction and Indexing

    We extract relevant data from documents and index them according to their names, dates, and other specifics for easy retrieval.
  • Document Storage and Management

    After data extraction, we organize and store documents using document management systems or cloud-based storage solutions.
  • Document Retrieval and Accessibility

    We enable clients to retrieve documents using efficient search and retrieval mechanisms to help them view, edit, or share.

Our Comprehensive Document Management Services

  • Ensuring That Document Integrity Is Maintained
  • Providing Detailed Descriptions For Each Item
  • Managing Document Access
  • Facilitating Document Retrieval, Retention, Access
  • Complete Document And Text Indexing
  • Management Of Complex Content Repositories
  • Annotation Of Documents
  • Engineering Document Management Systems
  • Data Keying From Paper Into Database Formats
  • Conversion Of Microfilm Into Digital Docs
  • Back File Scanning And Conversion
  • Document Capture
  • Document Scanning And Imaging Services
  • Indexing And Cataloging
  • Document Categorization
  • Metadata Management
  • Document Retrieval Services
  • Document Archiving Services
  • Document Lifecycle Management

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The Invensis Advantage for Document Management Outsourcing Services

Automated Workflow

We leverage industry-leading tools and software such as Zoho Creator, DocuWare Workflow Manager, Boz Relay, etc, to design and deploy workflows that streamline document creation, review, approval, and distribution.

Advanced Version Control

Our team employs advanced version control systems, including Apache Subversion, Microsoft Team Foundation Version Control, SourceGear Vault, GitLab, and more, to track changes, edits, and updates made to documents.

Best Document Retrieval Mechanism

We implement robust document retrieval mechanisms such as full-text search, metadata search, federated search, etc, and advanced search algorithms to help clients with rapid and precise document retrieval.

Advanced Security Protocols

We prioritize the security of your sensitive information by deploying advanced encryption, access controls, and secure transmission protocols to protect your business documents from unauthorized access.

Enhanced Metadata Management

We follow a meticulous approach to metadata management that involves creating, organizing, and maintaining metadata tags that enhance the richness of document information.

Simplified Audit Trails

Our advanced logging mechanisms, such as event triggers, unique identifiers, timestamps, etc, help track every action performed on a document and provide a detailed record of changes, access, and modifications.

Step-by-step process for Document Management Outsourcing Services
Step-by-step process for Document Management Outsourcing Services

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‍Invensis - The Most Trusted Document Management Outsourcing Company

For over 24 years, we have been delivering document management services tailored to the specific needs of our clients. These services include the creation, capture, indexing, storage, retrieval, and disposal of documents throughout their lifecycle. We dedicate a special team with a track record of successful implementations, testimonials, and certifications that attest to their reliability and competence. Our team possesses certifications, compliance adherence (like GDPR, HIPAA), and robust security protocols to ensure data confidentiality, integrity, and availability. Our clients span countries such as the US, UK, Canada, Australia, and more.


Years of





ISO: 9001:2015 Certified Company
ISO  27001:2013 Certified Company




Error Rate in
Document Indexing


Sec Loading


Duplicate Document
Handling Rate


Compliance with
Security Standards

Finance and Accounting Tools We Specialize In

Microsoft Dynamics GP

We Provide

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What Our Customers Say

We were struggling with product data entry for our e-commerce business until we leveraged back office BPO services from Invensis. From data entry to catalog management, Invensis is taking care of all the back-end operations to keep our site running optimally with great results.

Hope Campbell
Leading eCommerce Company in Canada

As an insurance provider, we deal with a lot of claims. Having 24x7 support from back office outsourcing services like Invensis helped us process all those claims and reduce a lot of burden on our staff. It has also made the review process much more efficient, faster, and error-free.

Farrah Baker
Leading Insurance Company in US

Partnering with Invensis has been central to our success. With their data management outsourcing services, we have all the business insights we need for our business to function smoothly at the fraction of the cost of setting up an in-house data center.

Heather Green
Leading Logistics and Supply Chain Company in UK

What Our Customers Say

We are thrilled with the impeccable chiropractic billing services offered by Invensis. Their comprehensive knowledge of the industry, prompt claims processing, and meticulous attention to detail have immensely benefited our healthcare reimbursements. Highly commendable!

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John Davis
Leading Healthcare Company in the UK.

We are extremely pleased with the exceptional hospital billing services provided by Invensis. Their expertise and attention to detail in Medicare billing and compliance in medical billing have streamlined our revenue cycle and improved financial performance.

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Emily Johnson
Leading Hospital in the US.

Invensis has been an invaluable partner for our organization, providing exceptional ASC billing services. Their expertise and dedication have significantly improved our revenue cycle management. Highly recommended!

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Sarah Smith
Leading Healthcare Provider in Italy.

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Contact Information

You can reach us at:

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+1 (302)-261-9036
Locate Us
Invensis Inc. 2785 Rockbrook Dr STE 204 Lewisville, TX 75067

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