Specialized by industry, not generalized across them
Soren is deployed worldwide across a broad range of industries. Each implementation is built around the systems, processes, and compliance requirements that shape how each business operates.
Legal
Soren supports the business operations behind legal services, from matter intake and records administration to billing and spend oversight.
- Intake collection
- Matter setup
- Billing setup
Intake & matter setup
Collect intake forms and required details, route submissions to the responsible team for review, and create matter records and billing profiles once approved.
Records administration
Organize matter files, apply naming conventions, track missing documents, and maintain administrative metadata across document and practice management systems.
Billing & spend
Assemble billing inputs, check invoices against approved rates and guidelines, flag discrepancies for review, and track budgets, accruals, and outstanding balances.
Finance
Soren streamlines finance operations through transaction reconciliation, exception routing, and close preparation.
- Transaction matching
- Exception routing
- Close preparation
Transaction reconciliation
Match transactions across accounts and systems using established rules, flag unmatched entries, and attach supporting records for the accounting team to review.
Exception administration
Group discrepancies by type, collect missing documentation, assign follow-up tasks, and track resolution status across teams and systems.
Close coordination
Maintain close checklists, send reminders for outstanding items, and assemble schedules and supporting documents for the accounting team to review and approve.
Technology
Soren connects the internal operations behind technology businesses, including employee onboarding, IT requests, and vendor administration.
- Employee intake
- Access approval
- Account setup
Employee onboarding & offboarding
Coordinate onboarding checklists, collect required information, and route equipment and account requests. Track access removal and asset returns when employees leave.
IT request administration
Categorize internal service requests, collect required details, and route approvals to system owners. Carry out approved account and access changes and maintain a record of each action.
Vendor & subscription operations
Collect vendor onboarding documents, maintain subscription and renewal records, and route purchase requests and invoices through established approval processes.
Healthcare
Soren reduces the administrative work around patient care through intake coordination, authorization tracking, and records management.
- Referral intake
- Coverage verification
- Authorization tracking
Referral & intake administration
Capture referral submissions, check demographic and coverage fields for completeness, verify eligibility through connected systems, and route completed intake records to scheduling teams.
Authorization coordination
Assemble existing documentation for authorization requests, flag missing items for staff follow-up, and track submission status and payer responses for the responsible team.
Records request administration
Log records requests, verify that required release forms are present, and route requests for approval. Track fulfillment, filing status, and retention schedules under established policies.
Government
Soren supports public-sector operations with request administration, records coordination, and procurement workflows built around agency processes.
- Request intake
- Department routing
- Status tracking
Request administration
Log incoming forms and correspondence, check submissions for completeness, and route them to the responsible department. Track assignments, deadlines, and outstanding information.
Records request coordination
Register records requests, gather potentially relevant documents, and track response deadlines. Route materials to authorized staff for disclosure review and approval.
Procurement administration
Collect purchase requests and vendor documentation, route approvals, and match invoices to purchase orders and receipt records. Flag discrepancies and maintain supporting records for audit.
ECommerce
Soren manages the back-office coordination behind ecommerce, keeping order records, returns, and product data aligned across systems.
- Return intake
- Receipt matching
- Refund reconciliation
Order reconciliation
Reconcile order, payment, and fulfillment records across storefronts and internal systems. Flag missing payments, inventory mismatches, and incomplete shipment records for operations teams.
Returns administration
Collect return details, check requests against established policy, and route exceptions for approval. Match warehouse receipts to return records and reconcile approved refunds across systems.
Catalog data operations
Import supplier product data, standardize attributes and variants, and flag missing or inconsistent fields. Synchronize approved pricing and availability across sales channels.
Logistics
Soren reduces logistics administration by keeping shipment records, delivery documentation, and freight billing synchronized across systems.
- Delivery receipt
- Document matching
- Invoice review
Shipment record administration
Collect status updates from carrier portals and messages, update transportation management records, and flag missing or inconsistent information for the operations team.
Delivery document coordination
Collect bills of lading and proof of delivery, match documents to shipments, and follow up on missing paperwork. Keep completed records available for billing and audit.
Freight invoice review
Compare freight invoices with contracted rates, shipment records, and approved additional charges. Flag discrepancies, assemble supporting evidence, and route disputes and payments for approval.