Custom Document Management Software Development
Custom document management software development replaced a UK transcription company's legacy tools with a role-based mobile and web platform built around typists, managers, and admins.
- Geography
- United Kingdom
- Stage
- Rapidly expanding SMB
- Team
- Product manager, UX/UI designer, solution architect, client engagement lead, agile dev team
The situation
BackupTyping, a UK transcription company, needed custom document management software development because its job management didn't look like the filing-and-retrieval workflow that most off-the-shelf document management tools are built for. As the business grew, its outdated software and manual handling of job receipt, processing, and delivery slowed turnaround, introduced errors, and capped how far it could scale.
The job itself was the obstacle to buying something off the shelf: a client submits dictation, a typist works it, a manager tracks it, and a finished transcript goes back out, with each role needing its own view of the same job. The brief called for a full platform replacement built around that specific path end to end, not a generic tool bent into shape.
What we built
The engagement was a fixed-scope custom software build, and the team spanned product management, UX/UI design, solution architecture, client engagement, and an agile dev team running the build itself.
The result was workflow digitization delivered as a mobile app for iOS and Android paired with a web application, all built on the same role-based system:
- Typists get their own work queue and submission flow
- Managers get visibility into job assignment and progress
- Admins get an operational dashboard for billing and analytics
The stack was MongoDB, Express, Mongoose, and Angular on the web side, native iOS and Android on mobile, and Google Cloud Platform for hosting. Beyond the core job management software, the platform shipped with chat between roles, real-time notifications, billing and invoicing, analytics, and a lightweight CRM for client management.
Design for the people doing the work
UX design prioritized responsive navigation and a clean workflow surface, so typists working through job queues did not lose time to the tool itself.
Outcome
BackupTyping moved from manual, paper-adjacent job management to a single digital platform covering the full job lifecycle, with role-based access for typists, managers, and admins live at launch. The company's managing director has publicly credited the engagement's communication and responsiveness on Clutch (see the full testimonial on the site).
"Each of them responded quickly, clearly, and helpfully to all queries."
— Deborah Tantardini , Managing Director , BackupTyping Ltd · United Kingdom
Engagement line
Engagement FAQ
What does document management software development look like for a transcription company?
It typically means replacing manual job receipt, processing, and delivery with a single platform that covers the job from intake to final delivery. For BackupTyping, that meant a mobile app for iOS and Android paired with a web application, with role-based views for typists, managers, and admins.
Can a job management platform support different user roles like typists, managers, and admins?
Yes. A role-based system gives each user type its own view: typists get a work queue and submission flow, managers see job assignment and progress, and admins get an operational dashboard for billing and analytics.
What features besides job tracking are usually built into a workflow digitization project like this?
Common additions include chat between roles, real-time notifications, billing and invoicing, analytics, and a lightweight CRM for client management, all of which shipped as part of BackupTyping's platform.
What technology stack was used to build BackupTyping's platform?
The web application was built with MongoDB, Express, Mongoose, and Angular, with native iOS and Android apps on mobile, hosted on Google Cloud Platform.