Staying on top of paperwork

From Rehabilitation providers with thousands of case files to mortgage originators with countless files of loan documentation, Document Management Solutions helps all manner of industries to effectively manage their information.

Despite advances towards a 'paperless' office, most businesses that generate revenue on a case by case, project by project or client by client basis still tend to generate at least one file for each client, case or project. Even when well managed, storing this information onsite can end up eating into valuable office real estate and can distract staff from core business activities.

How we can help

By using Document Management Solutions to store and manage information offsite, you'll free up space and allow staff to get on with business. We can:

• Move information offsite; barcoding and indexing boxes to your information, ensuring that we know where all your information is and enabling you to retrieve the whole box or just a file from the box.
• Provide a retrieval service to deliver information back to you when it is required.
• Barcode individual files, indexing the barcode to your information such as project name, client name, file number, case number... virtually anything that helps you identify a file can be recorded into our database so we'll be able to quickly locate and deliver to you only the individual files you require and not the whole box.

Industry examples

Our solutions are very flexible and the following examples illustrate this; they are certainly not what we are limited to doing. For further information on how we could help you, don't hesitate to contact us.

	Rehabilitation Coordinators: Management and offsite storage of active and closed client files, including regular pickups of closed files and fast retrieval of reactivated files when required.
	Accounting & Auditing: Offsite storage of client files, migration of closed project files, storage of general records, electronic scanning and conversion of documents, retrieval of information as required.
	Finance: Offsite management of post settlement loan documents, contracts and client files, including retrieval and delivery of files as required. We can also mass scan documents such as contracts and make electronic copies available over the internet, enabling faster access to information and speeding up workflow.
	Building and Construction: Storage of records relating to completed and current projects, retrieval of old project information due to legal proceedings etc, storage of plan drawings and general records.