Trisk is an all-in-one workflow automation platform designed to help businesses streamline processes, automate repetitive tasks, and enhance team collaboration. Combining process automation, task management, and real-time collaboration, Trisk offers a seamless solution for organizations seeking to improve operational efficiency. With AI-driven workflows, integrated e-signatures, and centralized data management, Trisk enables businesses to manage everything from onboarding to approvals within a single platform.

Trisk uniquely empowers Professional Services with SMART Forms, AI Reporting, and real-time data insights. It delivers 3x greater efficiency and reduces operational costs by up to 40%, allowing businesses to scale predictably and increase margins.

It is built to go beyond task tracking or project management by integrating end-to-end workflow automation and custom process controls. It provides businesses with a comprehensive platform for tracking and intelligently automating workflows, ensuring that every process step moves forward seamlessly.

Trisk combines workflow solutions with task management and document management tools, making processes seamless and efficient. Some of the key features include: AI-powered process automation for dynamic workflows. Customizable task dependencies and IF/THEN Logic for advanced workflow management. Built-in task tracking with automated reminders and past-due alerts. Centralized data storage, ensuring all documents are securely organized by clients, workflows, and departments. SMART Forms enable intelligent document analysis and conversational reporting. Unlimited capabilities with all-in-one pricing for projects, history, and client portals.

Trisk Surveys offers a sophisticated alternative to Google Forms upgraded with automation tools. A standout capability is AI-powered reporting, which provides in-depth analytics and efficient data management. Trisk also excels in e-signature software, providing secure, legally binding signatures directly integrated into workflows. The seamless integration of e-signatures enhances collaboration and security while eliminating the need for third-party tools.

Trisk offers seamless integration capabilities with various applications, allowing users to build cohesive workflows that seamlessly connect different tools. The platform supports integration with popular tools such as Slack, Hubspot, Google Workspace, Microsoft 365, Simplero, and others. For specialized needs, Trisk offers integration with custom APIs, providing greater flexibility. Additionally, the platform supports webhooks for real-time data exchange.

Trisk adheres to industry-leading security standards, including SOC 2 Type II and GDPR, ensuring the highest levels of data security, availability, processing integrity, confidentiality, and privacy. Features like two-factor authentication (2FA), role-based and permission-based access controls, detailed audit trails, and encryption safeguard data integrity and prevent unauthorized access. Trisk also complies with the ESIGN Act and UETA standards for e-signature solutions, continuously protecting intellectual property while maintaining industry-best security certifications.

Trisk provides comprehensive support to help users maximize the platform's potential. Users have access to detailed documentation that guides them through building and optimizing workflows. The platform also offers customer support via email and chat. Additionally, Trisk offers personalized demos where users can explore the features and capabilities of Trisk, learning how it can streamline their business processes and boost productivity. For ongoing assistance, Trish, the Trisk AI virtual assistant, can answer questions and provide real-time support. Dedicated onboarding specialists will help to implement and optimize workflows quickly.

Trisk is the go-to solution for businesses in professional services such as finance, consulting, legal, M&A, or manufacturing. It automates routine tasks like data entry, reporting, and notifications, streamlining business operations. HR teams use Trisk to simplify recruitment and onboarding, while legal departments benefit from centralized document management and built-in e-signature tools. Customer support teams leverage Trisk to automate ticket management, customer communications, and follow-ups. In project management, Trisk boosts productivity by automating task assignments, tracking progress, and sending deadline reminders—keeping projects on schedule. Trisk is highly trusted by finance professionals.

The platform is suitable for both small businesses and large enterprises. It improves decision-making, increases margins, and cuts operational costs, making it a comprehensive solution for professional services and beyond.