If a deadline is attached to your paper, this is for you.
The paper is the same problem. The deadline behind it isn't.
HOA management
HOA management
An owner requests the records. The clock is ten business days.
If a certified letter landed this morning asking for six years of minutes and ledgers, could you produce them inside ten business days, for that association?
Every governing document and minute, for every association you manage, in one search.
Auto dealers
Auto dealers
TxDMV asks for the deal jackets. You have fifteen days.
If the request named a sale from three years back, how long before someone found that jacket, and would the last thirteen months still be where the rule says they live?
Any deal jacket in seconds. The recent ones stay on site, where the rule wants them.
Insurance
Insurance
A claim disputes a five-year-old policy.
If a carrier audit asked for that file today, how long before someone found it?
Any policy, any year, in seconds.
Title and real estate
Title and real estate
TREC wants four years. Title work wants fifteen.
Could you produce every deal file from 2021 without pulling someone off closings for a week?
Any deal file instantly. The audit is one export.
Funeral homes
Funeral homes
The family is in the room and the pre-need contract isn't.
When a family arrives at need, how long does finding their contract take?
Any contract, at any hour, without opening a box.
CPA
CPA
An IRS notice asks for 2022. Where is it?
If a notice landed on your desk this morning, would finding that return cost you ten minutes or half a day in April?
Tax-season retrieval is one search.
Small business
Small business
Who has that file?
When a customer disputes an invoice from three years ago, can anyone here produce the paperwork the same day?
Any document in seconds. Disputes answered.
The free 30-minute audit
A short call first to check the fit, then we come to you. You get the findings either way, in writing, whether or not you hire us.
- What's actually in the room and on the drives, counted and categorized.
- What storage, seats, and subscriptions are costing you now, in dollars per year.
- Which categories are past their retention window, with the citation, so the decision is yours to make.
- Where the work depends on one person remembering, found by watching one real request get answered.
- A written scope and a fixed price, if you want one. We never bid by the page.
- The findings in writing, yours to keep and use with any vendor you like.
What happens next
- Pick a time on the booking page. It takes about a minute.
- We confirm, and you know exactly who is coming before anyone arrives.
- You get the findings in writing either way, whether or not you hire us.
The booking page opens in a new tab. It runs on Google Calendar, and your records never pass through it. What that means.
You will know who is coming before they arrive. The same small team works your project from the first visit to the last, and nobody sets foot in your building who was not named to you in advance.
Before we handle a single box we will be bound for professional liability, cyber, and valuable papers and records cover. You get the certificates and a sample custody manifest in writing first. No paper moves before that's in your hands.