Spend less time chasing shipment paperwork.
Tercero works with customs brokerages, freight forwarders, import/export teams, and trucking operators to learn how shipments actually move through your office: the emails, carrier calls, commercial invoices, packing lists, and bills of lading. Then we automate the repetitive steps around the software you already use, with your team approving the work.
Where shipment paperwork eats the day.
- ENTRY PREP
Entry preparation
Pull parties, line items, values, and quantities from commercial invoices and packing lists into a prepared entry for review.
- MATCH
Document matching
Compare invoice, packing list, and bill of lading details and flag mismatches before they turn into corrections.
- FOLLOW-UP
Missing-document follow-up
Track what each shipment still needs and draft the follow-up to the importer, shipper, or carrier.
- DISPATCH
Rate confirmations
Capture load, lane, and rate details from rate confirmations into dispatch without retyping.
- BILLING
Proof of delivery & billing
Match PODs to loads and assemble invoice packets so billing doesn't wait on paperwork.
- EMAIL & CALLS
Shipment emails & calls
Sort the shared inbox and log call requests by shipment, then route what needs action today and draft the reply.
Every engagement starts with one of these, chosen with the people who do the work and measured before anything expands.
What could your team do with the time back?
Set how many repetitive shipment tasks your team handles: emails, entries, document checks, and follow-ups. This illustrative model translates them into time for customers, exceptions, planning, and growth.
Illustrative model assumes 8 minutes of repetitive preparation saved per task. Actual results depend on the workflow.
hours per month
- Customer service & growth · 35%
- Exception handling · 30%
- Process improvement · 20%
- Team development · 15%
Improve how the work flows without replacing your systems.
Instead of handling every email, form, and follow-up by hand, let the repetitive steps happen automatically, then bring your team in where judgment is actually needed.
- IN
Collect automatically
Gather shipment emails, call notes, uploads, commercial invoices, packing lists, and bills of lading into one consistent queue.
- PREP
Prepare automatically
Sort each request and document, capture key shipment details, compare the paperwork against each other, and identify what is missing.
- CHECK
Review what matters
Stop checking every field one by one. Focus your team on mismatches, missing information, and real exceptions.
- OUT
Move approved work forward
After approval, update the systems you already use where integration supports it, draft the follow-ups, or prepare the work for the spreadsheets and exports already in use.
Built with your team, not handed to it.
- 01LISTEN
Workflow Assessment
Spend time with the people doing the work, from the emails and calls to the handoffs, and establish a baseline together.
- 02ALIGN
ROI Blueprint
Define the automation boundary, pilot cost, expected savings, timeline, and controls.
- 03PROVE
Build, Measure & Expand
Build beside your team, adjust from their feedback, and expand only after the results are proven.