Trumpet

What Trumpet does

Trumpet, LLC is a privately held Phoenix, Arizona-based software and services company founded around 1999-2000 that specializes in workflow and document process automation for healthcare organizations, legal firms, and financial advisory firms. The company's core offering is a low-code automation platform that emulates mouse clicks and keyboard inputs to execute repetitive, rule-based software tasks across existing enterprise systems (EHRs, document management systems, CRMs, accounting tools) without requiring replacement of underlying software. Trumpet's proprietary product suite — branded as the Symphony Suite — includes Symphony OCR (OCR-powered document text recognition, built on ABBYY technology), Symphony Profiler (batch scanning and filing into Worldox), Attach Plus (encrypted secure email for legal documents), SignatureBridge (eSignature routing bridge between NetDocuments and DocuSign), Trumpet Publisher for ShareFile, and supporting modules (Assemblage, Virtuoso, AuditSync, Worldox Autofiler). Trumpet follows HIPAA-compliant protocols for healthcare engagements.

Trumpet sells through a consulting-led sales motion: engagements typically begin with a no-charge process automation assessment, followed by business analyst-led process mapping, tool selection, and implementation. Revenue is generated via software licensing (subscription, annual cadence), professional services for implementation and assessment work, and recurring maintenance and support (Monday-Friday 8am-4pm MST coverage). Pricing is quote-based and not publicly disclosed, with the exception of Attach Plus which is available for direct e-commerce purchase. The go-to-market is US-domestic, vertical-specialized (healthcare including FQHCs, legal, financial advisory), and executed through direct enterprise sales supplemented by content marketing, case studies, product brochures, and email campaigns. The company is founder/owner-operated with no disclosed institutional funding, no public listing, and no parent company relationship, and operates with a small headcount of 11-50 employees from a single Phoenix headquarters.

Name

Trumpet

Legal name

Trumpet, LLC

Website

https://trumpetinc.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Trumpet, LLC is a privately held Phoenix-based software and services company that provides low-code workflow and document automation for healthcare organizations (including FQHCs), legal firms, and financial advisory firms via its Symphony Suite products and consulting-led implementation services.

Ownership category

akta.pro rank

Product category

Business Process Automation Software

NAICS

Management, Scientific, and Technical Consulting Services (5416)

SIC

Services-Computer Programming Services (7371)

akta.pro primary industry

Digital Process Automation (DPA) & Orchestration Suites (HDAEAHAF)

Keywords

• Process automation software
• Workflow automation
• Document management
• OCR software
• Healthcare automation

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Licensing: Sale of proprietary software products including Symphony OCR, Symphony Profiler, Attach Plus, SignatureBridge, and related tools. Products are licensed to law firms, healthcare organizations, and financial advisory firms.
2. Professional Services: Consulting and implementation services including process automation assessments, workflow optimization, system integration, and training. Business analysts map optimized processes before automation implementation.
3. Maintenance and Support: Ongoing support services with documented support hours (Monday-Friday, 8am-4pm MST). Software updates and troubleshooting included.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Trumpet provides low-code workflow automation software and consulting services that automate repetitive, rule-based computer tasks within healthcare organizations, law firms, and financial advisory firms. Its proprietary Symphony Suite products (Symphony OCR, Symphony Profiler, Attach Plus, SignatureBridge) integrate with leading document management systems such as Worldox, NetDocuments, and SharePoint to perform OCR, batch scanning, secure email, and eSignature bridging. Trumpet also delivers process automation assessments, business analyst-led workflow redesign, system integration, and training services under a subscription and professional services revenue model.

Product overview

Trumpet offers a suite of document management and workflow automation products collectively known as the Symphony Suite, along with specialized automation services for specific industries. The core products include Symphony OCR (document text recognition), Symphony Profiler (batch document scanning and filing), Attach Plus (secure email for legal documents), and SignatureBridge (eSignature integration). These products integrate with leading document management systems including Worldox, NetDocuments, and various email platforms. Trumpet also provides industry-specific automation services for Health Care (including FQHCs), Legal Firms, and Financial Advisory Firms, focusing on process automation, system integration, and data visualization to eliminate repetitive work and improve operational efficiency.

Differentiator

Problem solved

Functional benefit

Brands

• Symphony Suite: A suite of automation tools including Symphony OCR, Symphony Profiler, and other document management products.
• Symphony OCR
• Symphony Profiler
• Attach Plus
• SignatureBridge

Products and services

• Symphony OCR Optical character recognition engine that automatically applies OCR to documents filed into document management systems, making scanned and image-only PDFs text searchable. Integrates with Windows folder structure, NetDocuments, Worldox, PracticeMaster, LSSe64, Time Matters, SharePoint, ShareFile, and other folder-based software. Targets law firms, healthcare organizations, and financial advisory firms.
• Symphony Profiler Batch document scanning and filing tool for Worldox. Users reserve files, bulk scan documents, and the system automatically splits and files them to the correct Worldox location. Designed for law firms and document-intensive organizations.
• Attach Plus Award-winning secure document email solution that assembles, renames, reorders, and encrypts files on the fly as users attach them to emails. Converts documents to password-protected PDF or ZIP and integrates with major email clients including Outlook, Gmail, Yahoo! Mail, Hotmail, Windows Mail, GroupWise, Lotus Notes, and Thunderbird. Built for legal teams sending confidential documents.
• SignatureBridge Integration bridge between NetDocuments document management system and DocuSign eSignature platform that routes documents for signature, monitors status, and automatically checks completed documents back into the DMS. Used by law firms and other document-driven organizations to streamline eSignature workflows.
• Trumpet Publisher for ShareFile Integration tool for publishing documents to Citrix ShareFile, enabling automated document workflows into ShareFile repositories.
• Worldox Autofiler Auto-filing solution that supports Worldox document management system workflows within Trumpet's product portfolio.
• Assemblage Document assembly and processing tool in Trumpet's product portfolio with support guides available through the Trumpet support center.
• Virtuoso Trumpet product with support documentation available through the support center, used as part of Trumpet's automation suite.
• AuditSync Trumpet product with support documentation available through the support center, used to synchronize audit-related document workflows.
• Symphony Analyzer Tool Analysis tool for the Symphony suite with configuration and usage documentation available to support deployment and optimization.
• Automation for Health Care Workflow automation services for healthcare organizations including patient/resident intake automation, billing acceleration, care coordination automation, system interoperability between EHRs and other systems, HIPAA-compliant data handling, and automated executive dashboarding.
• FQHC Automation Specialized automation solutions for Federally Qualified Health Centers including VBC measure reporting, quality measure analysis, automated analytics dashboards, patient/resident intake automation, and other administrative task automation.
• Automation for Law Firms Process automation services for legal firms including client and matter onboarding, production automation for discovery, time and billing automation, document workflow optimization, and repository consistency management.
• Automation for Financial Advisory Firms Workflow automation services for financial advisory firms including client onboarding, employee onboarding, CRM/portfolio/trading system updates, accounts payable/receivable automation, document production automation, and cross-system business reporting.

Quantifiable outcome

• 80 hours per week saved through automated manual reporting
• +2 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration24 records

AI capability2 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core.

• NetDocumentscoreTechnology or IntegrationNetDocuments is an integration partner for SignatureBridge (eSignature bridge) and Symphony OCR. SignatureBridge provides a bridge between NetDocuments DMS and DocuSign for electronic signature workflow management.
• DocuSigncoreTechnology or IntegrationDocuSign is integrated with SignatureBridge to enable document routing for electronic signatures from within document management systems, with automatic document check-in upon completion.
• WorldoxcoreTechnology or IntegrationWorldox is integrated with Symphony Profiler (batch document scanning and filing) and Symphony OCR. Symphony Profiler is an integral part of Trumpet's Symphony Suite for Worldox users.
• Microsoft (Outlook, SharePoint, ShareFile)coreTechnology or IntegrationMicrosoft integrations include Outlook for Attach Plus email security, SharePoint and ShareFile for document workflow automation, and OneDrive for file management. Symphony OCR supports SharePoint and ShareFile integrations.
• ABBYYcoreTechnology or IntegrationABBYY is referenced as the OCR technology provider powering Symphony OCR's text recognition capabilities.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• UiPath: UiPath is the leading enterprise RPA platform that, like Trumpet, automates repetitive software tasks across existing systems. While UiPath operates at massive scale and broad verticals, both compete for workflow automation budgets in healthcare, legal, and financial services.
• Automation Anywhere: Automation Anywhere provides RPA and intelligent automation software that emulates user actions and orchestrates business processes, directly comparable to Trump's automation approach, with comparable vertical targets in financial services and healthcare.
• ABBYY: ABBYY is the OCR and intelligent document processing vendor that powers Trump's Symphony OCR. Both compete in capture and OCR-driven automation, though ABBYY is also a Trumpet technology partner.
• Nintex: Nintex offers process mapping, workflow automation, and document generation tools for mid-market organizations across legal, financial services, and healthcare — the same verticals Trumpet serves, making it a closely comparable DPA platform peer.
• Kofax: Kofax delivers intelligent document processing, OCR, and workflow automation closely aligned with Trump's Symphony OCR and document automation capabilities. Both serve document-heavy back-office functions in regulated industries.
• SS&C Blue Prism: Blue Prism (now part of SS&C) is an enterprise RPA platform automating back-office processes across financial services and healthcare — comparable to Trump's automation approach in regulated, process-intensive verticals.

Emerging players

• WorkFusion: WorkFusion provides AI-driven document automation and digital workers for financial services and healthcare — overlapping with Trump's financial advisory and healthcare verticals and competing for the same automation-of-record opportunities.
• Ephesoft: Ephesoft offers intelligent document capture and classification, comparable to Trump's Symphony OCR and document filing capabilities. Both target document-heavy workflows in regulated and compliance-driven industries.

Broad incumbents

• Hyland Software: Hyland provides enterprise content management and process automation with strong penetration in healthcare and legal — the same verticals Trumpet targets. Both compete for document-driven automation budgets and integrate with major DMS platforms.
• Microsoft Power Automate: Microsoft Power Automate is a broad workflow and RPA platform embedded in the Microsoft 365 ecosystem Trumpet already integrates with. It overlaps with Trumpet on document automation, OCR-adjacent flows, and email/SharePoint-driven workflows for SMB and mid-market customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/trumpetinc
• Facebookfacebook.com/trumpetefficiency

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Trumpet