Mailroom

We take over a mail-dependent process on your behalf. Most of the time that means one piece of a workflow, like a claims process that happens to run through the mail, rather than your whole mail function.

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The situation

The unit of scope is the process, not the department.

A workflow your business depends on runs through the mail. Documents arrive, somebody has to open and route them, and nothing downstream starts until they do. You’re not looking to hand over your mailroom. You’re looking to stop owning the part of this workflow that is mail handling.

Why Mailroom

One process, handled without overreach.

One point of accountability

You are not coordinating multiple vendors or internal shifts to keep a mail-dependent process covered. One team owns it from the moment mail arrives.

Secure handling under the same custody standards applied across every Intake engagement.

Scoped to the process, not the department

Described as full mail outsourcing, this oversells the scope and makes the engagement sound bigger and riskier than it is. Most engagements take over one process, not your whole mail function.

Standalone, or paired with Day-Forward when you also have active paper arriving outside the mail.

What’s included

One process, handled end to end.

Physical receipt, opening, sorting and routing for the mail-dependent process in scope.
Standalone, or as the front end of a Day-Forward engagement where you have both a mail-dependent process and active paper we collect.
Secure handling under the same custody standards applied across Intake.

What you get

A daily operational burden comes off your internal staff.
One point of accountability for that process from the moment mail arrives.

Who we work with

Where this has held up.

Canal Barge Company

An invoice mail engagement. We took over the mail-dependent piece of their payment workflow.

Questions we hear

Before you reach out.

Where this connects

Sorting and routing is Mailroom. What’s inside is Refine.

Extracting, matching and classifying what’s inside those documents is Refine work, a separate DataBank category, and a Mailroom conversation runs forward into it rather than stopping at capture.

Explore Refine

Start the conversation

Which process still depends on someone opening the mail?

Tell us which workflow it is, and we’ll scope what taking it over looks like.

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