How do InSight DXP's ECM capabilities work:
Centralize and understand your information footprint
Unify fragmented digital files, physical records, and media content into a single accessible repository to remove operational blind spots.
- Physical-to-digital retrieval: Request digital copies of your offsite paper records stored with Iron Mountain, bringing legacy physical documents into your active digital workflows.
- Multi-modal content intelligence: Integrate recorded meetings, video, audio, and images into your main digital ecosystem alongside traditional text documents.
- Automated metadata tagging: Deploy advanced AI models that read, classify, and tag assets instantly upon ingestion, organizing content for downstream automation.
Find answers instantly with conversational search
Move past static keyword queries. Natural language discovery allows your teams to locate critical information and surface deep operational insights immediately.
- Interrogate complex datasets: Use intuitive, back-and-forth conversational AI chat to ask follow-up questions and pull context-driven answers directly from your documentation.
- Verify insight accuracy: Maintain rigorous oversight with direct source-document citations and clear confidence scores that speed up decision-making.
Accelerate business velocity with autonomous workflows
Pivot away from slow, manual validation. Automate document-centric operations to drive efficiency and maintain compliance.
- Agentic AI workforce: Chain multiple AI agents together to automate routine document reviews, multi-stakeholder approvals, and complex transaction cycles.
- Advanced case management: Track performance and process-triggered steps in real time using templated case management tools that minimize administrative friction.
- Integrate e-signatures: Finalize contracts, internal approvals, and business agreements faster using secure e-signature tools.
Connect your application ecosystem
Stop the constant application switching. Securely link your documents to the platforms that run your business to empower an event-driven, autonomous workflow.
- Cross-platform coordination: Trigger intelligent agents instantly when a document action occurs in a core platform (such as an ERP or CRM) to validate data and execute background exchanges.
- Synchronize critical enterprise platforms: Bridge the gap between disparate systems. Seamlessly unify your data using pre-built application connectors, or partner with our team to design custom integrations for your proprietary and legacy applications.
Protect and govern assets with intelligent security
Maintain rigorous oversight with automated governance, robust data privacy, and role-based access across your global teams.
- Governed smart spaces: Share assets and collaborate securely using digital workspaces equipped with version control and strict request-to-download parameters.
- Automated sensitive data redaction: Scan, identify, and redact sensitive personally identifiable information automatically upon ingestion before it poses an organizational risk.
- Lifecycle and compliance control: Enforce records retention schedules, regulatory compliance rules, and legal holds consistently across both digital and physical formats while maintaining complete audit trails.





