Connect, classify, and unlock your data
Intellistack Streamline is the only single-vendor platform to connect and classify data, power workflows with secure data, and operationalize workflows and data.
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How we unlock your data and put it to work—securely and easily
Connect
Seamlessly connect to multiple data sources through our Data Fabric, including business systems, EHRs, and SQL databases. The platform automatically classifies and identifies sensitive data under frameworks such as HIPAA, PII, and PHI.
Activate
Power workflows by dynamically prefilling forms, documents, contracts, and eSignature templates with secure data—without migrating or storing it. Anyone can create workflows because IT can apply role-based data policies, reducing errors and risks.
Automate
Operationalize and automate workflows and your data, with changes written back directly to the system of record and any other chosen systems. Changes made while collecting data are immediately reflected in the original system.
Control
Enforce governance with data security guardrails. Set role-based access controls and use sensitive data classification to apply policies. An audit log tracks data origin, history, transformations, and workflow execution—ensuring a full accountability trail.
Connect and protect your data
Connected data sources and API
Read from and write to multiple data sources, including EHR systems, business systems, and SQL databases. Our Data Fabric ensures that instead workflows can access and use the data in real time. Extend the platform using our robust API.
Automated data classification
Protect your data with automatic sensitive data classification that follow compliance frameworks, such as HIPAA and PCI. This ensures your data is tagged and accurately identifiable, including PII, PHI, and PCI. You can then apply data policies across users and roles.
Design user-friendly workflows
Customized workflows
Enable anyone to effortlessly create workflows that include forms, documents, contracts, and eSignatures. Apply more advanced workflow features like logic, branching, approvals, and notifications.
Data collection
Easily collect data from anyone using customizable forms and documents. Create user-friendly experiences with prefilled fields and smooth step-by-step workflow progression. Invite others to review, comment, redline, or approve documents or contracts before sending them for signature.
Activate data and power workflows
Activated data
Harness the secure access to your existing data by activating it across workflows. Dynamically prefill data into form, document, contract, and eSignature workflow steps. Your end users will complete forms and documents faster since they aren’t starting from scratch, and manual errors are significantly reduced.
Enterprise AI
AI is at the core of the platform, from making it easy to create a new project to analyzing data or offboarding a team member. Inside any area of the platform, AI is merely a keystroke away, offering helpful ways to effortlessly complete a task such as generating a report or auditing how data was used.
Enforce governance with data security guardrails
Apply policies and set rules with enterprise-grade governance, such as establishing access to data based on roles and user types, including sensitive data controls. Platform access is controlled by password policies and session timeouts, custom Single Sign-on, and 2-factor authentication enforcement.
