Platform – Volume Technology

Portals

The right interface for every audience — clients, teams, partners.

Volume's portals are web and mobile interfaces built around a specific audience and what they need to do. Control what they see, what they can act on, and how they move through your processes — whether that's client onboarding, case management, operational reporting, or partner engagement. Every interaction happens in the right context, with the right level of access.

Client Portal

Ongoing secure client management, engaging clients with their cases, communications and documents, whilst providing uploads, signatures and payment details throughout the lifecycle of a relationship.

Onboarding Portal

Configurable, multi-branded client onboarding across multiple customer journeys, with secure data capture, e-signatures, and identity verification

Volume Portal

The operational heart of the platform, where your teams process cases, manage workflows, and handle every step of the customer journey

B2B Portal

Secure partner engagement, Management Information, and reporting — giving partners the visibility and data they need, in a controlled and configurable environment

Tools

Everything you need to process, communicate, and move work forward.

Volume's tools cover every stage of a case or customer journey — from data extraction and document generation to telephony and outbound campaigns — without switching between systems.

AI Data Extraction

Pull structured data from documents, spreadsheets, emails, and PDFs — automatically.

No manual re-keying. No reformatting. Volume reads the source, extracts what matters, and routes it where it needs to go. Whether it's a form, a contract, or an unstructured email chain, the right data ends up in the right place — ready to use.

Inbound Email and Document Triage

Incoming correspondence handled from the moment it arrives.

Volume monitors your inbound channels, reads what comes in, and routes it to the right place — without anyone having to decide. Emails get classified, documents get filed, and work gets assigned. Nothing sits in a shared inbox waiting for someone to action it.

Templated Email and Document Generation

The right document, to the right person, at the right time — without the manual work.

Pull in live data, apply the right template, and send. Volume handles the assembly so your team isn't copy-pasting between systems or chasing down the latest version of a letter. Whether it's one document or ten thousand, the output is consistent and accurate.

eSignature

Get documents signed without breaking the flow.

Signing happens inside the process — not as a separate step that slows everything down. Send documents for signature, track where they are, and pick up the case the moment they're back. No chasing, no printing, no manual filing. Fully secure and compliant, without the friction.

Bulk Actions and Batch Processing

Do in seconds what would otherwise take your team a day.

Run high-volume operations across thousands of records at once — send communications, update statuses, generate documents, trigger workflows. Whatever the action, Volume handles it in bulk without slowing down or needing someone to babysit the process. When the scale of work changes, the tooling keeps up.

Outbound Email, SMS and Telephony Campaigns

Reach the right people, on the right channel, at the right time.

Run coordinated outbound campaigns across email, SMS, and phone — from a single place. Set the audience, choose the channel, define the timing, and Volume handles the rest. Responses come back into the same system, so nothing gets lost and every interaction stays connected to the case. Whether you're running a one-off communication or an ongoing campaign, the process is the same.

Integrated Telephony, Call Transcription and Case Alignment

Every call handled, recorded, and connected to the right case — automatically.

Inbound and outbound calls happen inside Volume, not in a separate phone system. When a call ends, the transcript is there — searchable, accurate, and already attached to the case. No manual notes, no chasing recordings, no wondering what was said. The full conversation sits alongside everything else, so anyone picking up the case has the context they need.

Integrations

Seamless, secure connectivity between Volume and your wider technology ecosystem

The Volume platform operates as the connective tissue of your operation, with a secure inbound and outbound API engine that enables real-time data exchange with customers, suppliers, and third-party systems.

Volume's integrations keep everything connected so every part of your business is always working from the same picture.

Secure inbound and outbound API engine
Real-time data exchange with third-party systems
Eliminates manual data transfer and system silos
Supports both customer-facing and supplier-facing integrations
Keeps all connected systems synchronised automatically

Unbound API Connectivity

Whatever your requirements Volume can connect to any API driven 3rd party service to send and receive data. From identity checks, address lookups and payment services to CRMs and communications providers.

Data

A limitless, configurable data model that reflects the true complexity of your business

The foundation of the Volume platform is a data model built without the constraints of fixed schemas or rigid field structures.
You define the data you need, the relationships between it, and how it is structured — and the platform holds it all within a single, auditable version of the truth.

Comprehensive data management and control - As your business evolves, the data model evolves with it, ensuring you always have a future-proof foundation for every process you run.

Unlimited Data Fields

At its core, Volume relies on a proven, robust foundation for data handling. But that’s only the beginning — our unique unlimited data-field model lets you expand and customize your system without limits, so you can scale and adapt exactly as your needs grow.

Integrated innovative tools, configurable workflows, scalable processing & strict data control

Portals

Tools

Integrations

Data

Portals

The right interface for every audience — clients, teams, partners.

Client Portal

Onboarding Portal

Volume Portal

B2B Portal

Tools

Everything you need to process, communicate, and move work forward.

AI Data Extraction

Pull structured data from documents, spreadsheets, emails, and PDFs — automatically.

Inbound Email and Document Triage

Incoming correspondence handled from the moment it arrives.

Templated Email and Document Generation

The right document, to the right person, at the right time — without the manual work.

eSignature

Get documents signed without breaking the flow.

Bulk Actions and Batch Processing

Do in seconds what would otherwise take your team a day.

Outbound Email, SMS and Telephony Campaigns

Reach the right people, on the right channel, at the right time.

Integrated Telephony, Call Transcription and Case Alignment

Every call handled, recorded, and connected to the right case — automatically.

Integrations

Seamless, secure connectivity between Volume and your wider technology ecosystem

Volume's integrations keep everything connected so every part of your business is always working from the same picture.

Unbound API Connectivity

Data

A limitless, configurable data model that reflects the true complexity of your business

Comprehensive data management and control - As your business evolves, the data model evolves with it, ensuring you always have a future-proof foundation for every process you run.

Unlimited Data Fields

At its core, Volume relies on a proven, robust foundation for data handling. But that’s only the beginning — our unique unlimited data-field model lets you expand and customize your system without limits, so you can scale and adapt exactly as your needs grow.