Build Your Own AirSlate: Custom Workflow Automation Software
Escape per-user fees and rigid templates.
Get a secure, fully-integrated document and workflow automation platform built around your
exact business processes.
Trusted by Global Leaders and Innovative Startups
Go Beyond Off-the-Shelf Limitations
Building a custom workflow automation platform isn't just about replacing a tool; it's about creating a strategic asset. We deliver a solution that adapts to your business, not the other way around, giving you a competitive edge in efficiency and scalability.
Full IP Ownership
You own the code and the entire platform. This eliminates vendor lock-in and gives you a valuable, depreciable asset on your books, free from unpredictable licensing changes.
Lower Total Cost
Escape the escalating per-user, per-workflow fees that penalize growth. A custom solution offers a predictable, often lower, Total Cost of Ownership (TCO) at scale.
Seamless Integration
We build deep, native integrations with your existing CRM, ERP, and databases. This eliminates data silos and creates a single source of truth for your operations.
Enterprise Security
Your platform is built from the ground up with your specific security and compliance needs (e.g., HIPAA, GDPR) in mind, hosted in your preferred secure environment.
CMMI Level 5 Process
Our CMMI Level 5 appraisal signifies the highest level of process maturity. This means predictable outcomes, fewer defects, and a disciplined approach to project delivery.
AI-Accelerated Delivery
We leverage AI-powered tools and pre-built modules to accelerate development, reducing time-to-market for your MVP and subsequent feature rollouts without sacrificing quality.
Dedicated Expert PODs
You get a dedicated, cross-functional team of experts—not just developers. This includes a PM, UI/UX designer, and QA engineers who become an extension of your team.
2-Week Risk-Free Trial
Experience our process and team synergy firsthand. Our paid 2-week trial allows you to validate our expertise and ensure we're the right fit before committing to the full project.
20+ Years of Experience
Since 2003, we've delivered over 3000 successful projects. We bring decades of enterprise software experience to ensure your platform is robust, scalable, and future-proof.
Core Features of Your Custom Automation Platform
We build your AirSlate alternative with a comprehensive, modular feature set. Each component is tailored to your specific operational needs, ensuring you only pay for what you use while having the foundation to scale.
Visual Workflow & Form Builder
Empower your business users to design, automate, and manage complex workflows without writing a single line of code. Our intuitive drag-and-drop interface allows for rapid process mapping and deployment, turning complex operational logic into simple, visual flows.
- Automate Multi-Step Processes: Design sequential or parallel approval chains, conditional logic (if/then), and rule-based task assignments to eliminate manual handoffs.
- Create Dynamic Forms: Build intelligent, responsive forms with data validation, conditional fields, and pre-population from your existing systems to ensure data accuracy.
- No-Code Bot Automation: Configure bots to handle repetitive tasks like sending reminders, updating records in your CRM, or archiving documents, freeing up your team for high-value work.
Legally Binding E-Signature Module
Integrate a secure and compliant e-signature solution directly into your workflows. Collect signatures on any device, ensuring contracts, agreements, and approvals are executed faster while maintaining a complete, tamper-proof audit trail for legal enforceability.
- Compliance First: Ensure adherence to standards like ESIGN, UETA, and GDPR, providing the legal validity required for your most critical documents.
- Complete Audit Trails: Automatically capture a comprehensive history for every signed document, including timestamps, IP addresses, and all user actions from sending to completion.
- Streamlined Signer Experience: Provide an intuitive, mobile-friendly signing process with guided fields and automated reminders to reduce friction and accelerate turnaround times.
Centralized Document Management
Move beyond simple file storage. We build a smart document generation and management system that acts as a central hub for your business-critical information, from creation and collaboration to secure archival and retrieval.
- Automated Document Generation: Populate templates (contracts, invoices, reports) with data from any integrated system, eliminating manual data entry and ensuring consistency.
- Version Control & History: Track every change and revision, allowing you to easily compare versions and revert to previous states, ensuring everyone works from the correct document.
- AI-Powered Search & OCR: Implement Optical Character Recognition (OCR) and AI-powered search to make every document, including scanned PDFs, fully searchable, so you can find what you need in seconds.
Custom Integration Hub & API
Your workflow platform should be the central nervous system of your operations, not another isolated silo. We build a robust integration layer that connects your new platform to the tools you already use, ensuring seamless data flow across your entire tech stack.
- Connect Your Core Systems: Build native, bi-directional integrations with Salesforce, Microsoft Dynamics, NetSuite, SharePoint, and other ERP/CRM platforms.
- Cloud Storage Sync: Automatically sync documents and data with Google Drive, Dropbox, Box, and OneDrive for unified file management.
- Extensible API: Develop a secure, well-documented REST API that allows you or other third-party developers to build future integrations and extend the platform's capabilities.
Advanced Security & Compliance
Security isn't an afterthought; it's the foundation. We engineer your platform with granular controls and comprehensive logging to protect your sensitive data and ensure you meet stringent industry and regulatory requirements.
- Role-Based Access Control (RBAC): Define custom user roles and permissions to ensure employees can only view and act on the information relevant to their job function.
- End-to-End Encryption: Protect your data both in transit and at rest using industry-standard encryption protocols, safeguarding it from unauthorized access.
- Full Compliance Logging: Maintain immutable, detailed audit trails of every action taken within the system, simplifying compliance checks and internal security reviews.
Estimate Your Custom Platform Investment
Use our interactive calculator to get a ballpark estimate for your custom AirSlate alternative. Final costs depend on specific complexities and integration needs.
Project Cost Estimator
Your Estimated Project Cost
This is a preliminary estimate for an MVP. For a detailed, fixed-price quote, let's talk about your specific requirements.
Get a Precise QuoteOur AI-Augmented Development Process
We've refined our process over 20+ years to deliver enterprise-grade software with maximum efficiency and transparency. Here’s how we bring your custom platform to life.
1. Discovery & Strategy
We start by deeply understanding your existing workflows, pain points, and business goals. We map your processes and define the core feature set for a powerful Minimum Viable Product (MVP).
2. UI/UX Design & Prototyping
Our designers create intuitive, user-friendly interfaces. We provide interactive prototypes so you can see, feel, and approve the user experience before any code is written.
3. Agile Development Sprints
Your dedicated POD develops the platform in two-week agile sprints. You get regular demos and can provide feedback continuously, ensuring the final product aligns perfectly with your vision.
4. Rigorous Quality Assurance
Our CMMI Level 5 processes demand comprehensive testing. We conduct manual, automated, performance, and security testing to ensure your platform is bug-free, fast, and secure.
5. Deployment & Go-Live
We handle the entire deployment process to your chosen cloud environment (AWS, Azure, GCP) or on-premise servers, ensuring a smooth transition and minimal disruption to your operations.
6. Ongoing Support & Evolution
Our partnership doesn't end at launch. We provide ongoing maintenance, 24/7 support options, and a strategic roadmap for adding new features as your business grows and evolves.
Real-World Workflow Transformation
See how we've helped organizations across various industries replace inefficient processes with custom, scalable automation platforms.
Automating Client Intake and Contract Management for a National Law Firm
The Challenge
- Client intake forms were manually filled, scanned, and re-entered into their case management system.
- Contract drafting involved manually editing Word templates, leading to version control issues.
- Getting partner signatures was a bottleneck, often taking days of emailing and follow-ups.
- No central dashboard to track the status of contracts, leading to missed deadlines.
Our Solution
- Developed a secure client portal with digital intake forms that automatically populated their case management system via API.
- Built a dynamic contract generation module using pre-approved legal clauses.
- Integrated a legally binding e-signature workflow with automated routing to all required signatories.
- Created a real-time dashboard showing the status of every contract, from draft to execution.
Streamlining Property Closing Workflows for a Multi-State Real Estate Brokerage
The Challenge
- Agents used a mix of email, Dropbox, and physical documents, creating a compliance nightmare.
- Tracking deadlines for inspections, financing, and appraisals was done on manual checklists.
- Generating state-specific closing documents was time-consuming and error-prone.
- Lack of visibility for brokers into the transaction pipeline.
Our Solution
- Built a centralized, cloud-based platform for managing all transaction documents with role-based access for agents, clients, and transaction coordinators.
- Created automated "smart checklists" that dynamically adjusted based on the property type and state, with automatic deadline reminders.
- Developed a document generation engine that pulled data from the MLS and core forms to create complete, accurate closing packages.
- Implemented a broker dashboard with full visibility into every stage of every transaction across the company.
Digitizing Employee Onboarding for a Global Manufacturing Company
The Challenge
- Onboarding paperwork was inconsistent across locations, leading to compliance risks.
- Manual provisioning of IT equipment, software access, and security badges was slow.
- New hires had a poor "Day 1" experience, often waiting for necessary tools and access.
- No way to track the completion of mandatory training and policy acknowledgments.
Our Solution
- Created a unified onboarding portal where new hires could complete all necessary forms digitally before their first day.
- Built a workflow that, upon HR approval, automatically triggered provisioning requests in ServiceNow for IT, facilities, and finance.
- Integrated with their LMS to assign and track the completion of mandatory training modules.
- Provided HR managers with a dashboard to monitor the progress of every new hire through the onboarding pipeline.
Built on a Modern, Scalable Technology Stack
We use proven, enterprise-grade technologies to ensure your platform is secure, reliable, and ready to scale with your business.
Powering Workflows Across Every Industry
Our custom automation solutions are adaptable to the unique compliance and process needs of any sector. We have deep experience helping businesses streamline operations in:
Legal & Professional Services
Real Estate & Construction
Healthcare & Life Sciences
Banking & Financial Services
Human Resources
Sales & Marketing Operations
Manufacturing & Logistics
Education & EdTech
What Our Clients Say
"The workflow automation system CIS built for us was a game-changer. It integrated perfectly with our Salesforce instance and cut our sales ops processing time by 30%. Their team felt like a true extension of ours."
"We needed a HIPAA-compliant document management solution for patient intake. CIS delivered a robust, secure platform ahead of schedule. Their understanding of healthcare compliance was impressive."
"As a startup, we couldn't afford the enterprise license for AirSlate. CIS built us a custom solution with all the core features we needed for a fraction of the long-term cost. We now own our platform and our destiny."
"The level of detail in their discovery phase was incredible. They mapped out every single one of our convoluted logistics workflows and designed a system that simplified everything. Highly recommend their process."
"Our legal team is thrilled with the contract lifecycle management tool. The e-signature module and the automated reminders have drastically reduced the time it takes to get deals closed. The audit trail is perfect for our compliance needs."
"We replaced a clunky, outdated system with a sleek, modern platform from CIS. The user adoption was immediate because they took the time to understand our users' pain points during the UI/UX design phase. It just works."
Custom Development vs. Off-the-Shelf
Understand the strategic advantages of building your own platform versus renting a generic solution.
| Feature | Custom Solution by CIS | Off-the-Shelf (e.g., AirSlate) |
|---|---|---|
| Cost Model | One-time development cost + optional support. Predictable TCO. | Recurring per-user/per-month subscription fees that scale with your team. |
| Customization | Fully tailored to your exact workflows and business logic. | Limited to the platform's pre-built features and configurations. |
| Integration | Deep, native, bi-directional integration with any of your systems. | Relies on standard connectors (like Zapier) which can be limited and costly. |
| IP Ownership | You own 100% of the intellectual property and source code. | You are renting the software; the vendor owns the IP. |
| Scalability & Performance | Architected specifically for your expected load and future growth. | Performance is dependent on a shared, multi-tenant architecture. |
| Data Security & Hosting | Hosted in your environment (cloud or on-prem) with your security protocols. | Your data resides on the vendor's servers, subject to their policies. |
| Competitive Advantage | Creates a unique operational asset that competitors cannot replicate. | You are using the same generic tool as your competitors. |
Meet the Experts Behind Your Project
Your project is led by seasoned architects and managers who ensure its success from start to finish. You'll work with a team that has deep expertise in building scalable, secure enterprise applications.
Girish S.
Delivery Manager - Microsoft Certified Solutions Architect
Akeel Q.
Manager, Certified Cloud & AI Solutions Expert
Pooja J.
Manager, UI/UX & Customer Experience Expert
Vikas J.
Divisional Manager, Enterprise Cloud & SecOps Solutions
Frequently Asked Questions
Here are answers to some common questions about building a custom workflow automation platform.
The timeline varies based on complexity, but we can typically deliver a Minimum Viable Product (MVP) with core features like document creation, basic workflows, and e-signatures within 12-16 weeks. More complex features and integrations will extend the timeline, which we'll define clearly in our project roadmap.
There is a higher upfront investment compared to a monthly subscription. However, for companies with a significant number of users or complex workflows, the Total Cost of Ownership (TCO) of a custom solution is often lower over a 3-5 year period. You eliminate recurring per-user fees, own the asset, and aren't subject to vendor price increases.
We have a structured data migration process. We start by analyzing your existing data sources, whether they are legacy systems, spreadsheets, or another SaaS tool. We then develop custom ETL (Extract, Transform, Load) scripts to securely and accurately migrate your documents, templates, and user data into the new platform with minimal downtime.
Absolutely. We offer flexible deployment options. We can deploy the platform to any major cloud provider (AWS, Azure, GCP) or to your on-premise infrastructure, depending on your organization's security and data governance policies. We'll work with your IT team to ensure a seamless deployment.
We offer a range of flexible support and maintenance plans. These can include standard business-hour support, 24/7 critical issue response, proactive monitoring, and a dedicated bucket of hours for ongoing enhancements and feature development. We partner with you for the long term to ensure your platform continues to evolve with your business.
Ready to Build Your Strategic Automation Asset?
Let's schedule a free, no-obligation consultation to discuss your specific workflow challenges. We'll provide a detailed analysis, a preliminary project roadmap, and a transparent quote to help you make an informed decision.
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