The quarter Fernline became part of the workflow.

48.6K documents automated, an estimated 5,830 hours back in your teams' weeks, and 84% weekly adoption. This review does the renewal math with you, not at you.

Prepared by Priya Nair · Customer Success Manager, Fernline · For the Copperfield leadership team · July 15, 2026

Every metric below is clickable. The chart behind the number is one tap away.

Numbers as of June 30, 2026. Charts show the last six quarters.

Account health

Green

Weekly adoption

84%

Support CSAT

4.8 / 5

First response

2.1 hrs

01The quarter in brief

Copperfield now runs 156 of its 170 licensed seats actively, up 13 from last quarter, and the Memphis and Columbus hubs both crossed 90% weekly adoption in May. Document volume grew 18% quarter over quarter to 48.6K, driven by the carrier confirmation and proof-of-delivery flows your dispatch teams standardized in April.

The hours figure is not a vendor guess. Using the 7.2 minutes saved per automated document that your operations team validated in the March time study, 48.6K documents works out to roughly 5,830 hours this quarter. Section 02 lets you rerun that math on your own assumptions.

02ROI, in your numbers

Every ROI slide you have ever seen ran on the vendor's assumptions. This one runs on yours. Drag the inputs and watch the value recalculate. Our defaults come straight from this quarter: 5,830 hours across 156 active seats over 13 weeks is about 2.9 hours per seat per week.

Annual value

$1.22M

Payback

1.2 mo

Return multiple

10.4x

40 seats156 seats240 seats

0.5 hrs2.9 hrs saved per seat per week8 hrs

$20/hr$52 loaded hourly cost$120/hr

Payback and the return multiple are measured against the one-year price of $118,000. The two-year option below improves both.

03The renewal, out in the open

Your current term ends September 30, 2026. Here is how much time is left and what each option costs. No anchoring, and no call required just to see a number.

0Days

0Hours

0Minutes

0Seconds

One year

$118,000 / year

Total: $118,000

Full flexibility

Two years

$106,200 / year

Total: $212,400

10% locked discount

04One expansion worth pricing

Your yard operations team still handles gate and dock paperwork outside Fernline. The Dock and Yard module would bring those 24 people into the same flows. The math below uses the loaded hourly cost you set in Section 02 and a conservative 2.0 hours saved per seat per week.

Dock and Yard module · 24 seats

Gate check-in, dock scheduling, and yard move paperwork, automated in the platform your hubs already use.

Incremental cost

$16,800 / yr

Projected value

$130K / yr

Return multiple

7.7x

The projected value follows your hourly-cost slider above. A two-week pilot with the Memphis yard team is the cheapest way to test the assumption.

05The plan for next quarter

Three commitments, each with a name on it. We will report against these, in this order, in the Q3 review.

Commitment	Owner	Target
Roll Fernline out to the Louisville cross-dock team, 26 seats	Rohan Mehta Copperfield Logistics	Aug 15
Ship carrier onboarding templates for your top 12 lanes	Priya Nair Fernline	Sep 5
Refresh the time study to re-baseline the minutes-per-document estimate	Elise Tran Fernline, Solutions	Sep 19

06Make the renewal a 20-minute call

The math is on the table. Let us close it out.

You have the numbers, the options, and the delta. One short call to pick a term and sign, and your teams never notice a gap.

Book the renewal call with Priya Prefer email? Reply to Priya Nair directly

About this document: this QBR is a living FluidDocs template. The metrics open into their charts, the ROI runs on the reader's own assumptions, and the renewal options do the discount math in the open, while the sender sees visits, locations, and interactions, so the follow-up call starts where the reader actually spent time. Duplicate it, swap the CONFIG block, and make your renewals the easiest meetings on the calendar.