A smarter experience that orchestrates processes and results in one place

SoftExpert Suite 3.0: refreshed design, new features, and AI-driven automations for more efficient management.  

Features

Discover the technology that reinvents the experience, now AI-guided

SoftExpert Suite 3.0 goes beyond new features—it’s an evolution designed to make every step of your day more intuitive and powerful.
More autonomy,
more speed
Work the way you want and faster. A sleek, modern interface that puts everything you need within reach. Your team gains real autonomy every day. 
Everything in one place
Find what you need and act without wasting time. The new global search brings together documents, processes, and records in a single field and lets you take action directly from the results.
Everything in one place
Find what you need and act without wasting time. The new global search brings together documents, processes, and records in a single field and lets you take action directly from the results.
More focus and productivity
Manage and track all your activities on a modern dashboard, with quick filters, intuitive navigation, and personalized views. 

Before x After

It’s not just technology,  it’s real transformation of your daily routine
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Find everything in seconds

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More intuitive day-to-day tasks

03-Portais

A workspace that works best for you

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SoftExpert Suite 3.0: a new level of management powered by AI

Discover the features that turn ideas into results and put you in full control of your processes.

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From idea to process in one click
 
Process Modeling with AI  - Describe your workflow in natural language and watch the AI automatically generate a BPMN model. This feature makes process modeling accessible, allowing anyone —even without technical knowledge — to create complex flows in minutes.
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Simplified configuration
 
AI Assistant for Forms  -Configure form fields, rules, and triggers with simple commands. The AI assistant understands your instructions and performs repetitive actions automatically, such as making multiple fields required at once, boosting your productivity when building forms.
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An assistant whenever you need it
 
SoftExpert Chatbot - Available in any module of the Suite, the Chatbot is a virtual assistant for answering questions, starting workflows, and retrieving information instantly. It reduces the support team’s workload and helps new users adapt quickly to the platform.  
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Create contracts intelligently
 
Variable management via Workflow  - This feature revolutionizes document management by automatically creating contracts within the workflow, filling in variables, and applying electronic signatures and watermarks. Say goodbye to manual filling, reduce errors, and centralize your documents with speed and 
accuracy.  
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A new experience for your cause analyses
 
Root Cause Analysis - The Root Cause Analysis tool in the Workflow module has been redesigned to offer a modern, more intuitive interface with integrated autosave. Identify root causes faster and with greater confidence, organize categories clearly, and reduce rework. 
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Simple and secure electronic signatures
 
SoftExpert Sign - Collect signatures quickly and with legal validity. The native SoftExpert Suite tool lets you send documents by email to multiple signers, who sign securely eliminating bureaucracy and the costs of printing and shipping.

Innovation that evolves, security
that endures

Each new feature is delivered without compromising the protection of
your data or the compliance your operation requires. 
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It’s time to work better with next-level intelligence

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Agility and autonomy
Reduce manual processes with AI assistance.
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Usability and compliance
Decisions based on reliable data.
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Control and traceability
Get full visibility into everything that happens.
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Flexibility and precision
Customize and ensure accuracy in your processes.

FAQ

What’s new in SoftExpert Suite 3.0?

SoftExpert Suite 3.0 brings a refreshed, smarter experience. It includes AI for modeling processes in natural language, automatic contract generation, an integrated chatbot, unified search, and modernized dashboards — all designed to make managing your company faster, simpler and more intuitive.  

To learn more about SoftExpert Suite 3.0, visit our Help Center https://documents.softexpert.com/sesuite-300/news_300 

What are the highlighted features in SoftExpert Suite 3.0?

Highlights in SoftExpert Suite 3.0 include: Task Center, Portals 3.0, New Global Search, AI process modeling, AI assistant for forms, Cause Analysis, SoftExpert Chatbot and SoftExpert Sign.

How do I migrate to SoftExpert Suite 3.0?

If you already use our Cloud infrastructure services, the update will occur as follows: 

  • Shared Environments: automatic updates will take place during December 2025 and January 2026. Watch for communications from our CloudOps team for the update date for your environment. 
  • Dedicated environment: the update can be scheduled through the Customer Center with our technical team. 
  • On-premises installation: packages will be available in our Distribution Center starting December 1, 2025 
  • Environment Contract: the update must be carried out by opening tickets in the Distribution Center. 

IMPORTANT: Before migrating an on-premises environment, we recommend evaluating the features that will be available only in the Cloud version. 

Take advantage of the SoftExpert Cloud Migration campaign benefits and accelerate digital transformation in your company: 

https://demo.softexpert.com/migracao-cloud/?lang=en 

What prerequisites do I need before upgrading to version 3.0?

If you use the on-premises installation, before upgrading to 3.0 it’s important to validate compatible servers, databases and browsers. 
This prevents performance issues and ensures new features work correctly. 

You can review the full technical requirements at the links below:  

 Is your version Cloud? Don’t worry — our team will perform all necessary validations and updates for the migration. 

Which features were removed or replaced in 3.0?

Some older features were replaced by newer, more user-focused versions. When something is removed, SoftExpert always offers an equivalent or superior alternative within the platform.  

Find the complete list of updates and changes here:   

https://documents.softexpert.com/en_US/sesuite-300/news_300 

Does SoftExpert Suite 3.0 have different requirements for Cloud and on-premises?

Yes.  

  • SoftExpert Cloud: infrastructure, security and requirements are SoftExpert’s responsibility. Your role is to validate tests after the update.  
  • On-premises: requirements must be ensured by your IT team before the update — server, database, OS, browsers.  

Updated technical content is available at:  

https://developer.softexpert.com/en/docs/administration/requirements 

Will support for my current version end?

No, you will continue to receive support as long as your contract is active and the version is within the EOL (End Of Life) period. As new versions are released, evolutionary updates and improvements are prioritized for the most recent versions. 

Updating now helps avoid future limitations and ensures access to innovations. If you want to confirm details about your specific version, support is available via the Customer Center: https://customercenter.softexpert.com 

I still have questions. Who can I contact?

For any questions, send a message to: softexpertsuite30@softexpert.com 

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