NARRABY NALTOStart your trial

YOUR DOCUMENTS. YOUR PEOPLE. YOUR NEXT STEP.

Find scanned documents.
Keep work moving.

Search the contents of scanned files. Find the original.
Keep documents and approvals together in one workspace.

Compare plans & pricing ↗Try the interactive demo ↗The interactive demo needs no account or card. A personal demo is optional—you can start your trial on your own.

No card required · Five days free after email verification.
No automatic charges. Subscribe only if you choose to continue.

*SOC 2 Type II and ISO 27001 credentials apply to our hosting and data infrastructure providers.

Documents & search✳Tasks & conversations✳Electronic signatures✳Forms & workflows

A SMALL START. A USEFUL RESULT.

Try one part of your workday.

Bring a few suitable documents, invite a small group and follow one process through before expanding. You do not need to move all your files to begin.

Talk through your starting point ↗

Find a document

Start with documents, OCR search and document approvals on Starter.

Compare Starter ↗

Review a form response

Choose Workflow or Operations for digital forms and form approval workflows. Forms are not included in Starter.

Compare plans with forms ↗

ONE CONNECTED PLACE

Less scattered.
More together.

Narra brings document management, OCR search, digital forms and approval workflows into one connected workspace. Organize business records, assign tasks and collect electronic PDF signatures, so your team can find the right file and keep work moving.

FROM A NARRA CUSTOMER

A simpler way
forward.

“Narra has made our work much more efficient. We were ready to move away from a system that felt bloated and overly complex, and the Narra team provided excellent support throughout the migration.”

Illustrated avatar, not a portrait of MaloryIllustrationMalory B.Office AdministratorCompany size: 40 people

LESS EXPLAINING. MORE SHOWING.

A little Narra.
A clearer workday.

Six short walkthroughs. Follow a form response or find a scanned document, then explore the rest of your workspace. Open a larger player for a closer look.

Forms & workflows

0:38

Follow a request from submission to a saved approval.

Read walkthrough

Turn a request into a clear, recorded decision in Narra. Fill in the form and submit the details your team needs to move forward. The request enters the assigned review queue. A reviewer checks the answers, adds a note, and approves the request. The decision is saved, and the response leaves the pending queue. Its answers and review note are retained. Explore one request with your team in Narra.

Your Home dashboard

0:32

Attention items, tasks, pinned places and Home settings.

Read walkthrough

Start your day in Narra with the work that needs attention. Needs your attention brings assigned document and form reviews into view, with direct links to the item that needs your response. My tasks keeps a place for your assigned follow-up. Use pinned places and recent work to return to the records and Spaces you use most. Then customize Home to choose the widgets you need and adjust their order, sizes, and header colors. Your choices are personal and leave other users' layouts unchanged.

Spaces & documents

0:32

Organize records in Spaces and see their details.

Read walkthrough

Keep business records organized in Narra Spaces. Open a Space for a team or business function, then review its document list. Document names, dates, and details help your team identify the record it needs. Switch to a Projects Space with the same familiar layout. Each Space gives files a clear destination, while company membership and Space permissions control who can view and manage the documents.

OCR & document search

0:36

Find a scanned invoice by its contents, then open the original.

Read walkthrough

Find a scanned invoice by its contents, then open the original in Narra. After OCR processing is complete, extracted text helps make the scan searchable. Search for an invoice number or a phrase from the page. Choose the matching result and open the original file to check the source. Your team can move from a search question to the document behind the answer.

Retention & legal holds

0:38

Set schedules and preserve records under legal holds.

Read walkthrough

Set a retention schedule in Narra around your company's records policy. Choose a period in months, decide which date starts the clock, and choose whether due records are flagged for review or moved to Trash. The normal restore window is thirty days. Then create a legal hold for records that must be preserved. Select the Spaces, folders, or individual documents it covers. Active holds block disposal and file replacement. Location holds also protect new records filed into the selected location.

Infrastructure & records protection

0:38

Explore layered controls around access, storage and recovery.

Read walkthrough

Narra protects business records with layered controls. Stored data is encrypted at rest, and connections use encryption in transit. Private company workspaces and Space permissions govern access. Immutable backups use time locked retention and integrity checks to support recovery. Use retention schedules and legal holds for your records. Hosting includes automatic protection against distributed denial of service attacks. Infrastructure providers hold SOC 2 Type II attestations. Providers also hold ISO 27001 certifications.

Edited fictional examples. OCR processing time varies. Choose Watch larger or full screen for a closer look.

SEE HOW IT FITS YOUR WORK

Your next step starts here.

Explore your own workspace, or walk through Narra with our team.

FROM “CAN YOU?” TO “ALL DONE.”

Give the next step
a clear direction.

Collect the details with a form. Route the response to the right reviewer. Keep the decision and the follow-through connected.

Digital forms and form approvals are included in Workflow and Operations. Compare plans with forms ↗

  • Build forms from a description or a picture
  • Configure up to two form review stages
  • Use IF / THEN / ELSE routing for different answers
  • Set document workflows for reviews, signatures, tags and filing
See your process in a demo ↗
EXAMPLE / PURCHASE REQUESTFORM WORKFLOW
▤
01 / COLLECTPurchase request submitted

The details arrive in one place.

✓
Request amount is greater than $500?
YES
◎
Manager review

A named person. A clear decision.

NO
✓
Approve submission

Move the request forward.

Illustrative routing. Your team defines the rules.

BUILT AROUND YOUR BUSINESS RECORDS

Keep the right records.
Protect what matters.

Give your records a clear lifecycle, with safeguards for the moments when they need to stay.

01 / AUTOMATE

Retention that follows your rules.

Set a retention period for a Space or folder. Choose to flag due records for review or move eligible records to Trash automatically in the nightly process—with the normal 30-day restore window.

02 / PRESERVE

Legal holds with a clear scope.

Preserve individual documents or entire Spaces and folders. Active holds block disposal and file replacement; location holds also cover new records filed there.

03 / RECOVER

Immutable backup copies.

Encrypted backup copies use time-locked retention to protect against alteration and deletion during their retention period. Integrity checks and monitoring support the recovery process.

04 / CONTROL

Access with accountability.

Company membership and Space permissions govern access. Audit records track retention changes, hold creation, scope changes and release.

About infrastructure assurance

Our hosting and data infrastructure providers maintain SOC 2 Type II attestations and ISO 27001 certifications covering their services and controls. Hosting assurance ↗ · Data infrastructure assurance ↗

Our infrastructure providers also offer HIPAA Business Associate Agreements for eligible plans and services. HIPAA arrangements depend on the selected services, configuration and signed agreements. Hosting provider HIPAA support ↗ · Data provider assurance ↗

Our data infrastructure encrypts stored data at rest and connections in transit. Private file storage, company membership and document permissions govern workspace access. Our hosting provider includes automatic DDoS mitigation to help protect against traffic attacks. Data encryption ↗ · Secure connections ↗ · Hosting protection ↗

A LITTLE MORE CLARITY

Good questions.
Clear answers.

How does the 5-day trial work?

Choose a plan and confirm your email to start five free days. Secure your account, then open your workspace. No card is required and there are no automatic charges. When the trial ends, you can choose to subscribe to continue. Starter includes document management and document approvals; digital forms and form approval workflows are included in Workflow and Operations. Compare current plans and pricing before choosing.

Can I see Narra before starting a trial?

Yes. Explore the interactive demo with fictional records, without an account or card. Or book a free 30-minute personal demo to discuss your documents, forms and approval process. You do not need to start a trial before the call.

What can my team do in Narra?

Organize and search documents, manage tasks, request document reviews and PDF signatures, collect form submissions, and configure form and document workflows. Availability depends on company settings and entitlements.

Can Narra help us move beyond paper forms?

Yes. Start a form from scratch or create an editable AI draft from a description or a picture. Check the fields, configure review stages and routing, then test your process before sharing.

Can people outside our company sign?

Yes, when your company enables external signers. Send a PDF to one or more people in sequence or at the same time, with deadlines and reminders. Completion adds signature pages and a certificate to the document.

How do tasks and messaging fit together?

Tasks help make ownership and follow-up visible. Private one-to-one messaging and a combined task-conversation inbox are in the next release; they are shown here as an upcoming feature.

Can we bring our existing documents?

Narra supports document uploads and dedicated tools for bulk migration, fast upload and scan-to-folder intake. Talk with us about the right approach for your current filing structure and volume.

MAKE YOUR NEXT WORKDAY A NARRA WORKDAY

Less chasing.
More getting started.

Try Narra with your team. Or book a demo
to see your next process take shape.

No card required. Five days free after email verification.
No automatic charges. Choose whether to subscribe when your trial ends.

Narra walkthrough

Fictional demo records. Captions and full-screen controls are available in the player.