CDI is your certified Laserfiche partner — delivering document management, workflow automation, eForms, records compliance, and AI-powered content intelligence to organisations across the country. One partner. Full lifecycle support.
01 / Foundation · Your Laserfiche Choice
CDI is one of the largest Laserfiche Value-Added Resellers in the country — delivering ECM implementations, records management, workflow automation, and integrations for government and enterprise organisations nationwide.
Reduce storage costs, improve document access, and modernise operations with Laserfiche ECM — rapidly deployed for measurable ROI.
Centralised content, automated workflows, controlled access, and a single pane of glass for all document operations. CDI designs systems that work.
CDI certified consultants configure retention schedules, cutoff instructions, and disposition reporting — keeping your organisation audit-ready.
CDI delivers full Laserfiche ECM deployments — document organisation, metadata design, security configuration, and best-practice system architecture for organisations of any size. From initial install to go-live, CDI manages the entire project.
Self-service portals giving the public controlled access to published documents — reducing staff workload and improving transparency without compromising security. Built natively on Laserfiche WebAccess and WebLink.
CDI migration experts transfer content from legacy ECM platforms, shared drives, and paper-based archives into Laserfiche with full template mapping — preserving metadata, folder structures, and document history across the entire archive.
First-line Laserfiche support for registered CDI customers. Expert technicians diagnose and resolve any issue — licence management, indexing, workflow failures, server upgrades — via telephone, chat, or on-site consultation.
CDI training programs are built around your data, templates, and workflows — from end-user adoption to power-user and Laserfiche administrator certification — ensuring your team uses Laserfiche to its full potential from day one.
CDI developers build custom JavaScript Laserfiche Forms, workflow integrations, and API connectors. If a standard integration does not exist, CDI builds it — extending Laserfiche into every corner of your operations.
02 / Automation · Workflow & eForms
CDI designs and deploys Laserfiche Workflow, eForms, and automation solutions that eliminate manual steps, enforce business rules, and route documents intelligently — with no custom code required.
CDI consultants design and deploy multi-step automated processes — routing documents, triggering notifications, enforcing approvals, and updating records automatically. Every process is mapped, documented, and tested before go-live.
CDI builds custom Laserfiche eForms for data collection, request intake, permit applications, and self-service submissions — replacing paper forms with intelligent, field-validated digital alternatives that feed directly into Laserfiche workflows.
Send documents from Laserfiche for signature via DocuSign, track envelope status in real time, and automatically archive signed documents with full metadata applied — all within your existing Laserfiche workflow without leaving the platform.
CDI's Workflow Activities automate the full records lifecycle — triggering cutoffs, setting disposition authorities, generating accession reports, designating vital records, and notifying records officers when items become destruction-eligible.
Push Laserfiche content to Microsoft Copilot, OpenAI, Google Gemini, or Grok for AI-powered analysis, classification, and enrichment — apply custom prompts per workflow and retrieve structured results back into Laserfiche automatically.
CDI business analysts map your existing processes, identify automation opportunities, and deliver a workflow implementation roadmap — reducing time-to-value and ensuring your automation investment delivers measurable operational results.
03 / Compliance · Records Management
CDI certified consultants — including a Certified Municipal Clerk on staff — lead complete Laserfiche Records Management deployments, from initial assessment through automated disposition reporting.
CDI certified consultants lead your full records deployment — initial assessment, metadata discovery, record series design, cutoff instruction definitions, access rights configuration, folder structure design, and RM classifications assigned to all folders.
CDI automates record cutoffs, generates accession reports and destruction logs, designates vital and permanent records, manages event dates, and triggers notifications when records become destruction-eligible — robotic records processing end to end.
04 / Intelligence · AI & Integrations
CDI delivers AI-powered content intelligence and a full ecosystem of Laserfiche integrations — connecting your ECM platform to Salesforce, Dynamics 365, ArcGIS, DocuSign, and AI platforms including Microsoft Copilot, OpenAI, and Google Gemini.
Two integrated product sets — the Copilot Workflow Activities Suite (push Laserfiche content into Microsoft Entra/Copilot) and AI Analysis for Laserfiche (send real documents to OpenAI, Gemini, or Grok for analysis). Provider-agnostic, enterprise-ready, built for automation teams.
CDI data teams build Power BI dashboards, dataflows, and predictive analytics models powered by your Laserfiche content — delivering executive visibility into operations, compliance status, and organisational performance.
View, upload, and manage Laserfiche documents directly from any Salesforce account, contact, or opportunity. Data auto-sync keeps Laserfiche metadata current with Salesforce attributes. Includes Create, Retrieve, Update, Delete, and Find Record Laserfiche Workflow Activities.
Access Laserfiche documents for any Dynamics account, contact, or opportunity without leaving the CRM. Upload, edit, export, and delete documents through the Dynamics interface. Includes full Laserfiche Workflow Activities for CRM record operations.
Surface Laserfiche documents directly on the ArcGIS map — auto-populated indicators show which spatial features have associated documents. Users upload from the ArcGIS interface; geo-coordinates pull in real time. Perfect for government land records and GIS workflows.
Send, track, and archive signatures entirely within Laserfiche Workflow — no toggling between systems. Drag DocuSign activities into any workflow designer: Request Signature, Request with Attachment, Retrieve Envelope XML, and Retrieve Status activities all included.
Start Your ECM Journey
Talk to a CDI Laserfiche specialist about an ECM roadmap built around your organisation's content, processes, and compliance requirements. We'll map every paper-based process you have today to a Laserfiche service that automates it tomorrow.
What we'll cover
A CDI specialist will contact you within one business day.