Introducing

Document Management
System
powered by

Revitalizing Document Engagement

Experiences For HR Agents & Employees
Managing employee
documents wasn’t
mission-critical to HR,
but is becoming one as
operating conditions evolve

HR data hubs often work with local 3rd-party hubs to

access or manage employee documents

Current content service platforms can’t offer central

repositories & local data hubs can’t adhere to regulations

Also, protecting business IP was a challenge with less

capable DMS solutions unable to choreograph the right
access levels

Businesses usually store hard copies of documents.

Digitally leveraging them for HR servicing becomes difficult
Add recent working models - hybrid
work & data privacy measures, & this
is what ensues:

Requiring document access from anywhere, anytime

Inability to sync multiple document or HR solutions worsens

productivity (app switching, no data sync)

Inability to quickly retrieve the right documents from the data hub

Affects employee experiences by not allowing engagement in

multiple channels
Digitising documents is a top priority, but ..

Recent surveys and reports show..

Manual document processing was the top response with 44% of HR

decision makers citing that the printing, scanning & hand-signing of
documents — along with emailing documents and moving information
to reside in different locations — was a mainstream practice & is
particularly challenging to manage. Source - M-Files

“HR teams find justifying the investment tough if the enterprise hasn’t
experienced litigation or penalties due to prior noncompliance.” - Gartner
Hype Cycle for Human Capital Management Report 2022
HR tool investment takes a backseat, usually in favour of more revenue-specific
investments taking priority.

80% of employees and 92% of managers admitted that they don't

believe they or their companies are prepared for the future.
Source - 2020 Gartner survey
Today’s vendors offer very basic
document management
capabilities to solve HR challenges.
Enterprises resort to manually
handling documents.

But there is a way out..

 Introducing

Document
Management
System
from
Employee & HR agent friendly application
with built-in robust data access controls

A full-stack, enterprise-ready solution that is evolving in real-time to offer a gamut of document orchestration capabilities to suit any
business needs.

What’s more, we can even look up document text using tech such as OCR and extract relevant information from them.
Key Differentiators

● Unified document management hub

● Employee-led file management via virtual

assistant

● Wide integration scope with any API tool

● Full document audit & role-based access

● Multijurisdictional regulatory compliance

Create a single source of document truth. Period
Being highly integrable with any enterprise solution, Leena AI now offers your reps a single go-to
interface to fulfill all their document processing needs

Key Benefits:

● Robust & secure REST APIs

● Native integrations with all leading HR systems

(HRIS/HCM/HRMS)

● Access documents with Leena AI’s virtual assistant

● Rapid implementation by our experienced teams

who have integrated Leena AI for multiple
Fortune 100-500 companies
Serve documents on any employee choice of channels
Documents can now be sourced directly from any
business communication channel, even if you switch
vendors from time to time to suit your business needs

Key Benefits:

● Orchestrate documents through key channels like

Slack, MS Teams, Whatsapp, Workplace & Twilio

● Converse and serve documents with employees

through the dedicated virtual assistant (eg: Leena AI)

● Allow employees to upload documents requested by

agents.

● HR agents can serve documents for queries raised

through Leena AI’s ticketing system
Arbitrate file access on a need-to-know basis
Let prying eyes not access documents that are off-limit to them. Let accesses be custom selected per
department, team, and individual.

Key Benefits:

● Role-based user access

○ View Access
○ Editor Access
○ Approver Access

● Allowing separate access controls for both HR

agents & employees

● Comprehensive document search capabilities

(tagging, filtering & file attribute elements)
Let regulatory slip-ups not slip you into legal hot water
GDPR, HiPAA, PCI, ISO..our solution is configured to comply with these (and more) out-of-the-box with
industry-specific customizations available

Key Benefits:

● Set retention controls:

○ Enable stakeholder sign off to end retention
period

● Set custom rules: purge documents after legally

valid period

● Legal Hold: Place on hold to comply with regulatory

directive

● Activity trail: Track edits made, downloads or views

per document by users
 Connect Documents to any business workflows
Document files cannot be usually invoked with typical workflows. Make them outliers no more. Infuse them
into key HR processes

Key Benefits:

● Drag-and-drop builder with easy document

retrieval model

● Integrate workflows with external KMS & other

enterprise apps

● Automate key processes & engage Leena AI’s full

suite of products*

● Integrate with Leena AI’s onboarding solution to

store new joinee documents in the DMS

● Digital signature supported

* Knowledge management, case management, employee engagement, workflow automation, & more
Key Capabilities
 Available
Everywhere
We work on your favorite
channels - Slack, Teams,
WhatsApp and many more.
Do More
With Less
Simple, intuitive interface to help
accelerate the tasks you work on
Full-stack
Suite
Sentiment analysis-based
Conversational AI coupled with a
comprehensive service delivery suite
Get Started
Quickly
Guaranteed go live in a few weeks.
Quick start. Quicker results.
Access
everything
centrally
We can integrate with any
enterprise app that matters to your
operational requirements
Made For
The World
We work in all major languages
(including vernacular languages)
and offer support everywhere.
Unmatched
Integration
Possibilities
Leena AI integrates
seamlessly with all major
communication channels,
apps, and HRMSs.
 - A complete employee experience suite..
Leena AI provides solutions that enhances experiences at every employee journey touchpoint. It uses new-age
technologies like AI learning, Natural Language Processing, human-like conversations, and more.

Enterprise Service Delivery Workflow Builder

Case management / helpdesk No-code workflows

Smart Knowledge management
Workflow Automation
FAQ automation
Connected systems
Document management

Process orchestration & automation Automated processes

Transaction automation Analytics dashboard

 🏆 We are recognized by leading analysts🏆

Leena AI recognized as a
Two-time ranked by: representative virtual
assistant vendor for
Integrated HR Service
Management Solutions Employee Experience Management
(EXM) Platforms

Enterprise Grid Enterprise Grid Enterprise Grid Enterprise Grid Report Grid Report for HR Enterprise Grid
Report for HR Service Report for HR Service Report for Employee for HR Service Delivery Service Delivery Report for HR Service
Delivery Delivery Engagement and Intelligent Virtual Spring 2022 Delivery
Assistant
We are High performers in key Gartner Hype Cycles
: Enterprise Service Delivery
We are High performers in key Gartner Hype Cycles:
Enterprise Virtual Assistants
We are High performers in key Gartner Hype Cycles:
Employee Experience Technology
We are Leaders in the Everest Group PEAK Matrix:
Employee Engagement

Leena AI launched Employee Engagement Module in 2018 and within 3 years, it is one of the major contenders in Everest
Group PEAK Matrix. In the next 3 years, Leena AI is expected to be the Leader
We are Leaders in the G2 Grid:
Intelligent Virtual Assistants
Success stories
 Trusted by leading organizations globally
Trusted by 3M+ employees and 350+ organizations across the globe.

…and many more

“We save 40% of our time in
signing off employee
approvals and requests.”
Dat Luong
Digital Solution Manager
“Leena AI has been able to
solve some of our business
problems, scale operations,
and dial-up employee
experience.”
Nikhil Morade
Ex-Global Head HR Tech
“Leena AI reduced one-third
of our employee queries and
significantly reduced the
average resolution time.
Attila Emam,
Head of Talent, Learning
& Culture
AirAsia transforms
employee experience with Leena AI

Attila Emam, Head of Talent, Learning & Culture,

AirAsia
Now, the process is highly efficient, streamlined and quick.
AskPAC has automated one-third of our employee queries
and significantly reduced average resolution time.

30% 41%
automation of Better and accurate reduction in turnaround
employee queries visibility to senior time for resolving
management employee ticket
Lafarge Holcim automated
HR service desk

Roberto Vega, Head HRBP, Holcim Mexico

We found the right partner in Leena AI to collaborate and
convert the ideas using the AI-powered chatbots, into the
tangible results for the business.

24% 60%
BA unique
reduction in reduction in turnaround
communication channel
call volume time for resolving
for blue-collar population
employee cases
 We are covered by global media houses

Leena AI is like Siri for Why Corporate-Startup Leena AI Raises $30 Mn Leena AI Introduces First
employees… Partnerships Like Leena AI Series B Round Led By State Of Employee
Are The Route To Resilience Bessemer Venture Partners Onboarding Report
Security & Bi-annual VAPT security audit

compliances On-demand issue logging

AWS KMS for encryption

Data access policy

Audit logging & monitoring

BCP / DR
 On average, we have witnessed

34% ticket reduction

in the first 12 months of going live in any
organization
Leena AI redefines your
employee experience We have achieved

17- points employee NPS

increment
And provides unmatched within six months of launch

results..
On average, we have also seen a

41% reduction in turnaround

time
within six year of going live with a
customer
Want to book a live demo with our
product expert?

Schedule demo