Revver: Streamlined Document Management with a Focus on Automation

Revver at a Glance

Revver, operating since 2016 under the leadership of CEO Jesse Wood and formerly known as eFileCabinet, is a cloud-based document management platform designed to help businesses automate document-centric processes. They position themselves as more than a digital filing cabinet, aiming to transform documents from a "storage and compliance nightmare to a source of insight and value" by focusing on workflow automation and AI-driven data extraction. Revver's leadership team brings over 20 years of experience in product development and SaaS customer success, driving the platform's strategic direction.

The platform is designed as an intelligent engine of document-driven productivity for small to large businesses across various sectors, with specialized use cases for HR, legal, insurance, financial services, and government operations. They distinguish themselves in the crowded DMS market through a few key strategies: an extreme focus on massive, scalable storage capacity, a user-friendly, no-code workflow builder that allows for easy automation of tasks and approvals, and their Smart Extract AI, which automatically pulls metadata from documents for improved search and reporting.

Their platform is praised for its well-executed integrations with critical business tools like Microsoft 365, Salesforce, and DocuSign, which create a seamless experience for users who already operate within those ecosystems. That said, Revver does not offer a free trial, which can be a barrier for businesses that want to test the software before committing to it. Furthermore, their mobile app has received poor user feedback and is considered to need significant improvement to match the quality of their desktop experience.

Despite these drawbacks, Revver is generally viewed as a powerful and intelligent solution, particularly for teams drowning in paper-heavy processes and those requiring robust, secure storage to maintain compliance with standards like FINRA and HIPAA. Several independent bodies have validated the platform's quality, naming Revver a Gold Medalist and Award Winner for Document Management by SoftwareReviews for 2025. They have earned top marks from users for business value, ease of use, and quality of features. Furthermore, Revver has earned multiple "High Performer" and "Users Love Us" awards on G2 based on high customer satisfaction scores. Beyond their product, the company has also been recognized for their corporate culture, being named one of Utah's 100 Companies Championing Women in 2025 by the Utah Governor's Office of Economic Opportunity. They are accredited by the Better Business Bureau (BBB), holding an A+ rating.

Revver’s Features & Platform Capabilities

Revver is a document management platform built to automate workflows and transform static documents into actionable assets. They go beyond basic digital folder filing by integrating intelligent processing and no-code automation features directly into document-centric operations. Here’s a breakdown of their core features for enterprise clients:

Intelligent document processing

• Smart Extract AI: Uses machine learning to automatically identify, classify, and extract key data points (like dates, names, and invoice numbers) from documents upon upload, slashing manual data entry
• Automated indexing: Applies consistent metadata tags to every document based on its content and type, ensuring powerful searchability and dynamic organization without user effort
• Zonal optical character recognition (OCR): This feature accurately captures text from scanned documents and even handwritten forms, turning images into searchable and editable data

Document workflow automation

• No-code workflow builder: Allows business users to design, test, and deploy complex document routing and approval processes through a simple drag-and-drop interface, eliminating IT dependency
• Process enforcement: Automatically routes documents through predefined paths for reviews, approvals, and signatures, ensuring compliance with business rules and reducing cycle times
• Task and deadline management: Automatically assigns tasks to users, sends notifications for pending actions, and escalates items that are overdue, keeping processes on track

Enterprise document management

• Centralized, secure repository: Provides a single source of truth for all company documents with enterprise-grade encryption (AES-256), both at rest and in transit
• Granular permission controls: Enforce role-based and attribute-based access to ensure users only see the documents they are authorized to, protecting sensitive information
• Robust version control: Maintains a complete history of every document change with automatic versioning, check-in/check-out locking, and rollback capabilities to ensure a single "version of truth"

Collaboration and governance

• Secure collaboration: Enables internal teams and external partners to co-review and annotate documents within a secure environment, with features like expiring links and watermarks for controlled external sharing
• Comprehensive audit trails: Automatically generates a detailed audit log of every user action—from viewing to editing—providing full traceability for compliance audits and internal reporting
• Records and retention management: Automatically enforces document retention schedules, applying legal holds and managing archival or secure disposition to mitigate compliance risk

Integration and professional services

• Seamless ecosystem integrations: Embeds document management directly into daily workflows via pre-built connectors for critical systems like Microsoft 365, Salesforce, NetSuite, and DocuSign
• Implementation and onboarding services: Offers professional services to assist with platform configuration, data migration from legacy systems, and user training to ensure a smooth rollout and rapid adoption
• Dedicated technical support: Provides enterprise clients with dedicated support channels and resources to maintain platform performance and address technical needs

Revver Plans & Prices

Revver positions itself as a provider of transparent and scalable document management solutions; however, the company does not publicly advertise specific plan names, detailed feature breakdowns, or direct pricing on their website. Instead, prospective customers are required to contact the sales team directly to request a demo and custom quote based on their organization's specific needs and scale. This approach is common in the enterprise software space, but it means businesses cannot easily compare costs without initiating a sales conversation.

Online reports indicate that Revver's pricing is structured on a per-user, per-month basis, placing them in a moderate price range for the DMS market. The final cost for an organization will likely be influenced by factors such as the number of users, the required storage capacity, and the selection of advanced features like their Smart Extract AI or complex workflow automation modules. While this custom-quote model allows for a tailored solution, it lacks the upfront transparency that some smaller businesses may prefer when starting their evaluation process.

The Advantages of Revver Document Management

• Powerful workflow automation: Revver's platform features a robust, no-code workflow builder that enables businesses to automate complex, document-dependent processes, such as invoice approvals and employee onboarding. This automation significantly reduces manual tasks, enforces business rules, and shortens process cycle times
• Enterprise-grade security and compliance: The platform is built with a strong security foundation, featuring granular, role-based access controls, bank-grade encryption, and detailed audit trails. This makes them particularly well-suited for regulated industries, as they help ensure compliance with standards like HIPAA, FINRA, and SOC 2
• High storage capacity and scalability: Revver distinguishes itself by offering substantial cloud storage, with plans providing up to 20 TB. This massive capacity is a significant advantage for organizations with large volumes of documents, allowing them to scale without constantly managing storage limits
• User-friendly and intuitive interface: Many users report that Revver's interface is clean and easy to navigate, often mimicking the familiar structure of a physical filing cabinet. This design philosophy minimizes the learning curve for new users and reduces the time required for team-wide training and adoption
• Deep integration with Microsoft 365: A key strength of Revver is their seamless integration, which enables co-authoring on Microsoft Word documents in real time, directly within the Revver platform. This deep integration embeds document management into everyday workflows and maintains automatic version control

Why You Might Not Choose Revver

• Lack of transparent pricing: Revver does not publish their pricing online, requiring potential customers to contact their sales team for a custom quote. This lack of transparency can be a hassle and barrier for smaller businesses or those who prefer to compare costs easily before engaging in a sales process
• No dedicated mobile application: A notable drawback is the absence of a dedicated, fully-featured mobile app. This limits functionality for users who need reliable access to documents and workflows while on the go, making them less ideal for field-based or highly mobile teams
• Reported performance inconsistencies: Some users have reported experiencing performance issues, such as system lag during peak usage times, slow document uploads, and the need to clear the browser cache frequently. These inconsistencies can disrupt fast-paced work environments
• Premium pricing structure: Industry reports and user reviews indicate that Revver is positioned as a premium solution, which can make them a costly option for smaller businesses or individual users. The value must be carefully weighed against the investment, especially for organizations with simpler needs

The Revver Customer Experience

They enjoy a good reputation among their customers, receiving mostly positive reviews on independent customer review sites. On Capterra and Software Advice, they have an average review score of 4.4 stars out of 5, which is close to the 4.3 out of 5 score they hold at G2. They only have two registered complaints within the last three years on the BBB, although there are no reviews on that platform.

Positive feedback

Customers consistently highlight Revver's ease of use and intuitive interface, which simplifies navigation and document retrieval. The platform is frequently described as a powerful tool for creating a paperless, organized office by serving as a central, secure repository for all files. Users also report high satisfaction with the responsive and helpful customer support team, who provide timely assistance and detailed training. Furthermore, the strong security features, including secure client data storage and two-factor authentication, provide users with significant peace of mind.

Critical feedback

On the downside, several users have reported performance and technical issues, including the system running slowly, experiencing lag during uploads, or requiring frequent cache clearing, particularly when there are many concurrent users. Some find the cost of the software relatively high, particularly for smaller operations or individual users. There is also a notable learning curve and some complexity with certain advanced features, which can make file sharing and certain administrative tasks difficult to understand initially.

Analysis of review platforms shows that Revver actively and professionally responds to both positive and critical reviews. The company typically thanks users for their feedback, addresses specific concerns raised, and often offers direct support to resolve technical or usability issues. In some cases, they have also shown flexibility in resolving billing disputes and contract disagreements with customers.

Customer Support

Revver offers several customer service options for users seeking assistance. The primary method for getting help is through their online Help Center, which features a searchable knowledge base and an AI chatbot named "Fin" for instant answers to common questions. For more direct support, users can access live chat with human company representatives during business hours (Monday through Friday, 7:00 AM - 6:00 PM MT) by requesting a transfer from the chatbot. Additionally, customers can contact the support team directly by phone at 877-574-5505 or via email at info@revverdocs.com.

For customers requiring more extensive support, Revver offers a premium support option that provides 24/7 access to a dedicated VIP support line. Please note that this is a paid upgrade and cannot be activated by just logging into your Revver account. Interested customers should contact Revver's sales or account management team to inquire about availability and pricing for this enhanced service.

For self-help, Revver provides a robust library of resources beyond the standard help articles. This includes interactive training modules and webinars to help users master the platform, a publicly accessible blog with tips and industry insights, and a real-time system status page to check for any widespread platform issues or outages. These channels provide users with comprehensive support for both technical troubleshooting and general inquiries.

Final Thoughts

Revver establishes itself as a powerful and intelligent document management solution, particularly well-suited for small to medium-sized businesses (SMB) in regulated industries seeking to automate paper-heavy processes. Their strengths in workflow automation, substantial storage capacity, and deep integration with Microsoft 365 make them a compelling choice for organizations aiming to transform documents from a compliance burden into a strategic asset. The platform's user-friendly interface and strong security features further solidify their position as a robust content services platform (CSP) that can effectively support digital transformation initiatives.

However, Revver may not be the ideal fit for every organization. The lack of transparent, upfront pricing and a dedicated mobile application are significant considerations, especially for smaller business owners or those with highly mobile teams. While the custom-quote model allows for tailored solutions, it requires a direct sales engagement that some may find prohibitive. Potential buyers must weigh the platform's premium capabilities against their premium pricing and these specific limitations.

Ultimately, Revver presents a strong case for businesses that prioritize automation, security, and seamless integration within the Microsoft ecosystem. To determine if they are the right fit for your specific needs, we encourage you to explore our other in-depth reviews of leading enterprise content management (ECM) and CSP providers. For a direct comparison, use our interactive comparison tool to pit Revver against other top solutions and see which one best aligns with your organizational requirements and budget.