Feature · Document Process Automation Services

Document process automation services that ship the full lifecycle in 60 days.

Document process automation services need to deliver more than template migration. The scope has to cover the full process lifecycle: Flows that trigger the drafts, approval policy that gates the flow, clause library that drives the drafts, pricing catalog that pins the economics, e-signature wiring that lands the signed artifact back on the record, audit prep that satisfies the compliance walkthrough, and change management that lands sales, legal, and finance softly on the new platform. Strkr Solutions and the Strkr partner network ship under that scope with a fixed engagement fee and a measured sign-off checklist.

Start free trial See pricing
What the engagement covers

Seven scopes that ship in the typical 60-day engagement.

A typical Strkr Solutions document process automation engagement runs 60 days from kickoff to sign-off. The scope lands on seven workstreams in parallel. The team ships a running platform at week 6 and spends the last two weeks on tuning and handoff. The customer ops lead ends week 8 self-sufficient.

Flows authoring

Trigger engine for every document type.

The services team authors the Flows that trigger every document type: proposal on opportunity creation, SOW on verbal commit, change order on scope revision, renewal on 90-day lead time. Each Flow carries the typed record read, the approval routing, the e-signature send, and the audit event emission.

Approval policy build

Rules reflecting the real business.

The services team authors the approval rules in the Strkr rules engine: discount thresholds, dollar thresholds, clause-based routing, parallel paths for legal and finance review, delegation windows for approvers on PTO. The rules carry versioning. The audit log pins the policy version to each approval decision going forward.

Clause library migration

Legal partners on the versioned source.

The services team partners with the customer legal counsel to migrate the existing clause catalog into the Strkr clause library. Every clause gets categorized (indemnification, data, payment, termination), tagged with the active version, and promoted. The clause check runs on every draft going forward.

Pricing catalog integration

Products module aligned with billing.

The services team integrates the Products module with the customer billing system (Stripe, Zuora, Chargify, in-house). The catalog ships with active price books, bundles, discount tiers, and SKU mapping. Every draft pulls from the catalog with the version stored on the draft.

E-signature wiring

DocuSign or PandaDoc, OAuth-installed.

The services team wires the native DocuSign or PandaDoc integration with OAuth install, signer order configuration, typed field mapping, and callback handling for countersign receipts. The signer chain carries into the Strkr audit log. Teams on Adobe Sign or Dropbox Sign land on the open API path.

Audit prep

Compliance walkthrough rehearsed.

The services team rehearses the compliance walkthrough with the customer compliance officer. The audit log filters get documented. The retention windows get configured. The chain of custody for regulated documents (BAA, DPA, SOC 2 service descriptions) gets mapped. Strkr is HIPAA compliant with a BAA available.

Change management

Sales, legal, finance land softly.

The services team runs change management for the four affected groups: sales learns the new drafting UI, legal learns the clause library curation cadence, finance learns the pricing provenance view, compliance learns the audit log filter patterns. Documented runbooks and recorded training land the team softly.

The 60-day timeline

Week-by-week shape of the services engagement.

The 60-day engagement runs on a predictable timeline. The customer ops lead knows what gets done each week and what sign-off looks like at the end. The common failure where a services engagement drifts into "ongoing discovery" does not happen because the timeline is specific and the sign-off criteria are measured.

Week 1-2

Discovery and process inventory.

Discovery sessions with sales, legal, finance, ops, and compliance. The current document process lifecycle gets inventoried. The approval policy gets documented. The clause catalog gets exported. The deliverable at end of week 2: a mapped target state for every workstream.

Week 3-4

Flows and approval rules authored.

The services team authors the Flows for every document type and the approval rules reflecting the business policy. The Flows run in the shadow environment against last week production traffic. The deliverable at end of week 4: Flows and approval rules authored and dry-run.

Week 5-6

Clause library and e-sig wiring.

The clause library migrates from the legacy source. The e-signature integration gets wired with OAuth install and typed field mapping. The pricing catalog integration lands. The deliverable at end of week 6: full process lifecycle live in production.

Week 7

Pilot cohort and audit prep.

A pilot cohort runs on the new platform with the services team on standby. Edge cases surface and get tuned. The compliance walkthrough rehearses. The deliverable at end of week 7: pilot cohort fully migrated with documented edge-case resolutions.

Week 8

Full rollout and sign-off.

The full team migrates. Training sessions run for sales, legal, finance, and compliance. Office hours cover the first week of production use. The sign-off checklist measures cycle time, pricing error rate, approval velocity, clause consistency, audit log integrity. The deliverable: signed sign-off checklist.

Post-sign-off

Office hours for 30 days.

After sign-off, the services team runs office hours for 30 days. The customer ops lead has a named point of contact for edge cases. After the 30-day window, the customer transitions to standard Strkr support. The services team disengages. The ops lead is self-sufficient.

Migration patterns

Six real migrations the services team has shipped.

The services team has shipped document process automation migrations from the common legacy stacks. Each migration carries its own quirks. The six patterns below show the shape of what the services team actually handles rather than what the sales deck promises.

From workflow suite

Horizontal process platform migration.

Teams running a horizontal workflow suite for document process (process modeling in one tool, template engine in another) migrate to Strkr for the typed CRM record read and the native Flows engine. The CRM-side process consolidates onto one record. The horizontal suite often stays for non-document workflows.

From Conga Composer

Salesforce-native template migration.

Conga Composer templates (Composer Formula fields, conditional logic, Salesforce merge fields) migrate to the Strkr drafter with equivalent conditional logic. The clause library carries over. The e-signature integration swaps from Conga Sign to DocuSign or PandaDoc through the native Strkr integration.

From DocuSign CLM

E-sig major CLM migration.

Teams running DocuSign CLM for the workflow side migrate the CRM-side process to Strkr while keeping DocuSign for the signature flow through the native integration. The process lifecycle consolidates onto the Strkr record. The signature flow stays production-grade with DocuSign.

From Ironclad

CLM-adjacent coexistence.

Teams running Ironclad for CLM keep Ironclad for post-signature obligation tracking and add Strkr for the pre-signature CRM-side drafting and approval routing on revenue documents. The two systems coexist through the Strkr open API.

From in-house custom

Python template engines.

In-house Python template engines (Jinja, Handlebars) with custom approval routing and audit logging migrate to the Strkr platform. The services team maps every template variable to the typed record, migrates the approval rules into the rules engine, and ships the Flows that fire the lifecycle.

From email-based

Manual process with no tooling.

Teams running the document process manually (reps emailing proposals as Word attachments, approvers replying with LGTM, signed PDFs in Dropbox) land on Strkr with the full lifecycle. The jump is large but the sign-off checklist still lands in the 60-day timeline because the services team runs the heavy lift.

How the engagement is priced

Services pricing shaped around the sign-off checklist.

Strkr Solutions prices the document process automation services engagement around the sign-off checklist, not hours. The customer pays for the measured deliverable and the 60-day timeline, not a time-and-materials billing cycle. The six notes below carry the specifics so the customer knows what to expect on the quote.

Fixed engagement fee

One number for the 60-day scope.

The services engagement is priced as a fixed fee covering the 60-day scope. The customer sees one number on the quote. No surprise invoices for "additional discovery" or "extended scope". The scope is the sign-off checklist; the price is the engagement fee.

Tiered by team size

Small, mid, enterprise brackets.

The engagement fee tiers by team size: small teams (under 50 seats), mid-market (50 to 250 seats), enterprise (above 250 seats). The tiering reflects change management complexity rather than a per-seat services fee. The sales conversation starts with team size.

Partner network

Certified partners for regional reach.

The Strkr partner network carries certified implementation partners across EMEA, APAC, and LATAM. A customer gets a partner in the local time zone with the same methodology, the same 60-day timeline, and the same sign-off checklist. Partner certification covers the full engagement scope.

Managed service option

Ongoing policy and clause management.

Customers can opt into a managed service for ongoing approval policy management, clause library curation, and Flows tuning after sign-off. The service is monthly, priced per team size, and covers quarterly reviews, policy updates, flow tuning, and compliance walkthrough prep. Most customers run self-service after the 60-day engagement.

Compliance audit prep

Dedicated audit prep engagement.

For regulated industries, the services team offers a dedicated audit prep engagement: audit log review, clause library compliance mapping, approval policy documentation, retention window verification, walkthrough rehearsal. Priced separately from the main 60-day engagement.

No per-process fees

The platform economics do not change.

The services engagement does not change the Strkr platform economics. The platform remains $50 per seat flat with no per-document, per-flow-run, or per-approval fee. The services fee is a one-time engagement fee for the 60-day scope. The common failure where a services engagement locks the customer into a usage fee going forward does not happen.

Document process automation services that ship a full lifecycle in 60 days.

Strkr Solutions and the partner network deliver Flows authoring, approval policy build, clause library migration, pricing catalog integration, e-signature wiring, audit prep, and change management under a fixed engagement fee with a measured sign-off checklist.

Talk to services See pricing
Common questions

What buyers ask about this feature.

What do document process automation services include and how long is the engagement?

A typical Strkr Solutions document process automation services engagement runs 60 days from kickoff to sign-off. The scope covers seven workstreams in parallel: Flows authoring for every document type, approval policy build reflecting the real business rules, clause library migration from the legacy source, pricing catalog integration with the billing system, e-signature wiring with DocuSign or PandaDoc, compliance audit prep, and change management for sales, legal, finance, and compliance. The deliverable at end of week 8 is a signed sign-off checklist measuring cycle time, pricing error rate, approval velocity, clause consistency, and audit log integrity.

How is a document process automation services engagement priced?

Strkr Solutions prices the engagement as a fixed fee covering the 60-day scope. The customer sees one number on the quote with no surprise invoices for additional discovery or extended scope. The fee tiers by team size: small teams (under 50 seats), mid-market (50 to 250 seats), enterprise (above 250 seats). The tiering reflects change management complexity rather than a per-seat services fee. The engagement fee is a one-time cost; the Strkr platform remains $50 per seat flat with no per-document, per-flow-run, or per-approval fee. Customers can optionally add a managed service for ongoing policy and clause management after sign-off.

Can Strkr Solutions migrate our existing document process from a legacy workflow suite?

Yes. The services team has shipped migrations from horizontal workflow suites, Conga Composer, DocuSign CLM, Ironclad (as a coexistence rather than a replacement for the CLM shape), in-house Python template engines with custom approval routing, and manual email-based processes with no tooling. Each migration carries its own quirks. The methodology stays the same: inventory the existing process lifecycle, author the Flows and approval rules in Strkr, migrate the clause library, integrate the pricing catalog, wire e-signature, rehearse the compliance walkthrough, and run change management for sales, legal, finance, and compliance.

What does the sign-off checklist actually measure at the end of the engagement?

The sign-off checklist measures five business metrics: document process cycle time (target: dropped noticeably in the first full quarter), pricing error rate (target: near zero), approval velocity (target: median cycle shortened substantially), clause consistency (target: clause-check delta rate stabilizes as a weekly ops metric), and audit log integrity (target: compliance queries resolve in minutes). Each metric is specific to the customer baseline captured in week 1-2 discovery. The sign-off is a quantitative handoff rather than a slide deck. If the metrics do not land, the services team stays until they do under the fixed engagement fee.

Are there document process automation services for regulated industries?

Yes. The services team offers a dedicated compliance audit prep engagement for regulated industries. The scope covers audit log review, clause library compliance mapping (HIPAA BAA clauses, GDPR data processing addendums, SOC 2 service descriptions), approval policy documentation, retention window verification, and walkthrough rehearsal with the customer compliance officer. Strkr is HIPAA compliant with a BAA available. The platform SOC 2 Type II attestation is in progress through 2026-Q4. GDPR and CCPA compliance posture is current. The audit prep engagement is priced separately from the main 60-day services engagement and is typically run after the main engagement signs off.

What happens after the 60-day engagement ends?

After sign-off, the services team runs office hours for 30 days. The customer ops lead has a named point of contact for edge cases, flow tuning, policy adjustments, and change management questions. After the 30-day window, the customer transitions to standard Strkr support. Customers who want ongoing services can opt into a monthly managed service covering quarterly policy reviews, clause library curation, flow tuning, and compliance walkthrough prep. Most customers run self-service after the 60-day engagement because the ops lead ends the engagement self-sufficient on the platform.

Related features

Pair this with...

Document Process Automation Document Process Automation Companies Document Automation Services Document Processing Automation Services AI CRM Integration Services Document Automation Document Workflow Automation

Try it free. Bring your team next week.

No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.

Start free trial See pricing