Connect the file to the work.
Keep documents, structured requests, and approval decisions together. Give staff a way to find records and see the next step.
A practical proposal for your team
Less chasing.
A clearer process.
Evaluate Narra for one recurring document process before committing to a wider rollout.
Explore the sample invoice demo →One process. A small group.
Choose an invoice approval or purchase request. Involve an administrator, a staff member, and a reviewer. Measure time spent finding the record and following up on its status.
Check the result together.
Did the process become clearer? Was less follow-up needed? Compare the team cost below against the observed benefit. Savings are not guaranteed.
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Alongside your existing tools
What changes in the way you work?
| The task | Folders and email | With Narra |
|---|---|---|
| Find a record | Locate the file across folders or messages. | Search documents, extracted text, and metadata together. |
| Follow an approval | Follow the conversation and reconcile replies. | See an assigned reviewer and recorded decision. |
| Collect a request | Gather the details and attachments across messages. | Connect structured form responses to the next step. |
Start with one process
A manageable change
for a busy office.
You do not have to move every file to evaluate Narra. Choose one process and a small group, then decide what comes next.
- 01
Choose the work
Pick a recurring task: an invoice approval, a purchase request, or finding a record.
- 02
Bring a small sample
Add a few suitable documents. Keep your existing system in place while you evaluate.
- 03
Invite your people
An administrator sets up the workspace and access. Invite the staff and reviewer involved.
- 04
Run it and review
Complete the process together. Compare the effort and result before expanding.
Choose the help you need
Self-serve setup has no fee. Implementation help and document conversion (migration) are optional. Inquire for pricing; scope is agreed before work begins.
Inquire about implementation & conversion →Understand how files arrive
Use browser uploads, email intake, or the Windows bulk uploader. Scan-to-folder intake is included on Workflow and Operations. Importing files is different from continuous syncing with another service; ask us to confirm any integration you need.
Know your exit before you start
Cancel before the trial ends to avoid the first subscription charge. Keep your original files during evaluation. Before importing a larger collection, confirm export options and post-cancellation access and deletion terms with us.
Read the service terms →Security and purchase questions
Bring these to the review.
Access and accountability
Private company workspaces, role-based permissions, multi-factor authentication, and administrative audit history. Entra SSO is available on Workflow, Operations, and Enterprise.
Confirm your requirements
Review permissions, file types, scanning coverage, export needs, and any required integrations with Nalto before importing business records.
A clear trial decision
Seven-day trial; card required before workspace access. Cancel before it ends to avoid the first subscription charge. Annual billing charges the full year after the trial.