Productivity & Automation
PCGEN DocumentFlow
Stop chasing client documents. Send one checklist, track what's missing, automatically remind clients, and keep every file in your own SharePoint — without making clients sign up for Microsoft 365.
PCGEN Apps is a growing suite of applications for productivity, automation, and security — built for businesses, IT administrators, and MSPs.
Featured upcoming application
Productivity & Automation
Stop chasing client documents. Send one checklist, track what's missing, automatically remind clients, and keep every file in your own SharePoint — without making clients sign up for Microsoft 365.
Built for firms that already live in Microsoft 365
DocumentFlow is an independent product — developed, hosted, and sold separately from this marketing site. Join the waitlist for updates; no release date announced.
Coming soon
These applications are on the way. Register your interest for the ones that matter to your team — we'll notify you when there's news to share.
Productivity & Automation
Stop chasing client documents. Send one checklist, track what's missing, automatically remind clients, and keep every file in your own SharePoint — without making clients sign up for Microsoft 365.
Email Security
Help prevent costly email mistakes with intelligent recipient checks, attachment warnings, and sensitive-information safeguards in Outlook.
Email Productivity
Monitor shared Outlook mailboxes, track response times, and identify unanswered customer emails before they are overlooked.
Business Automation
Streamline business approvals for quotations, purchases, expenses, and documents directly through Microsoft Teams and Outlook.
Document Management
Track contracts, insurance policies, certifications, and important business documents, with automatic reminders before they expire.
Productivity
Turn Microsoft Teams meetings into actionable follow-ups, assigned tasks, and deadline reminders so important decisions don't get forgotten.