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Archive from $750/month · Public Portal from $1,000/month
The ZephCMS platform

One place for the work, the records, and the people responsible for them.

ZephCMS connects workflows, documents, tasks, forms, reporting, public access, and administration so staff spend less time copying information and chasing the next step.

What can be shaped around you

  • The words and record types staff use
  • How work moves from one person or stage to the next
  • What information, documents, and approvals are required
  • Who can see, change, approve, publish, or administer each area
  • Which reports, forms, exports, and public experiences are needed
Connected capabilities

The parts that usually live in separate tools can finally work together.

The exact setup depends on the solution and organization, but these are the core building blocks we use to create it.

01

Workflow and record management

Keep the work moving and make it clear who owns the next step.

  • Intake and record creation
  • Your stages, statuses, and required actions
  • Assignments, queues, tasks, approvals, and deadlines
  • Notes, timelines, relationships, and activity history
  • Forms, fields, validation, templates, and terminology
02

Documents and records

Keep files with the work instead of losing context in shared drives.

  • Document upload, metadata, categories, and types
  • Permission-aware search, filtering, preview, and download
  • Versions, attachments, and related records
  • Retention, legal hold, review, and disposition
  • Migration mapping, validation, and reconciliation
03

Portal and public access

Give the public a better experience without exposing internal workspaces.

  • Staff-controlled publishing and approval
  • Public search using approved metadata
  • Public file preview and delivery
  • Records-request submission and tracking
  • Branding, notices, content, and access options
04

Reporting and communication

Use the information already in the system instead of rebuilding reports by hand.

  • Dashboards and work views
  • Configured reports, filters, and summaries
  • PDF and CSV exports
  • Correspondence, contacts, agencies, and stakeholders
  • Templates and notification workflows
05

Security and accountability

Control who can see, change, administer, download, or export sensitive information.

  • Authentication and MFA support
  • Roles, permissions, offices, groups, and modules
  • Sensitivity and protected-field controls
  • Session, rate-limit, and file-validation controls
  • Audit-oriented history for important actions
06

Administration and configuration

Change the system deliberately without scattering settings across different tools.

  • Users, roles, offices, terminology, and modules
  • Fields, forms, templates, metadata, and workflows
  • Reports, integrations, and hosted settings
  • Approvals and rollback planning for important changes
  • Configuration that can grow with the organization
What the platform changes

The goal is not more software. It is less friction.

Staff know where to work

The case, request, document, task, note, and report live in one connected system instead of several disconnected places.

Supervisors see problems sooner

Queues, overdue work, assignments, approvals, and exceptions are visible before somebody has to chase them manually.

Information gets reused

Data captured once can support forms, reports, correspondence, dashboards, exports, and connected workflows.

The system can change without starting over

Terminology, fields, forms, workflows, reports, permissions, and modules can evolve as the organization does.

Start with the part staff hate most

We can map the current process and show where ZephCMS would remove work instead of adding another layer.

Talk to the Zeph team →