Etrieve

About Etrieve

Etrieve is a software platform developed by Softdocs, a company founded in 1998 by Mike Murphy. Softdocs specializes in creating enterprise content management (ECM), electronic forms, and process automation solutions exclusively for the K-12 and higher education markets. In January 2021, Softdocs received a significant growth investment from Ridgemont Equity Partners, a private equity firm, to help expand its market reach and enhance its software-as-a-service (SaaS) offerings.

The company's business model is centered on providing its Etrieve platform to educational institutions to help them digitize business processes and reduce paper usage. This improves student services and employee productivity by giving organizations control over how content is captured, processed, and distributed. Revenue is generated through a subscription-based model for access to their cloud-based platform.

The Etrieve platform is a comprehensive suite that combines document management, e-forms, and workflow automation. It is designed to be fully browser-based and can be deployed either on-premises or in the cloud. Key components include Etrieve Content, which serves as a secure, centralized repository for storing, organizing, and managing all institutional documents. Another component, Etrieve Central, allows for the creation of electronic forms and the automation of workflows for processes like approvals and requests. The platform features tools for electronic signatures, customizable templates, audit trails, and robust security protocols, including SOC 2 compliance, to handle sensitive information. Etrieve is built to integrate with existing enterprise systems on campus, enhancing its utility and creating a more cohesive digital environment for schools, colleges, and universities.