Records Management
Problems Solved.

We help public agencies organize, unify, and scale their records using the cloud they already own.

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Organize. Unify. Scale. Our framework for turning records
chaos into lasting clarity.
Step 1 / Organize See What You Actually Have We scan, structure, and index your legacy records — paper and digital — so nothing stays buried and everything becomes visible.
Step 2 / Unify One Ecosystem. One Login. Your organized records move into the cloud platform you already own. Forms, workflows, and data connect in a single place. No new software.
Step 3 / Scale Activate What You Already Fund We turn on advanced automation, analytics, and AI using the licenses your agency already pays for. Your infrastructure grows with you.
Organize. Unify. Scale. Our framework for turning records chaos into lasting clarity.
Step 1 / Organize See What You Actually Have We scan, structure, and index your legacy records — paper and digital — so nothing stays buried and everything becomes visible.
Step 2 / Unify One Ecosystem. One Login. Your organized records move into the cloud platform you already own. Forms, workflows, and data connect in a single place. No new software.
Step 3 / Scale Activate What You Already Fund We turn on advanced automation, analytics, and AI using the licenses your agency already pays for. Your infrastructure grows with you.

Trusted by California public agencies

4,579
Active Cloud Clients
256
Cloud Solutions
600+
CA Clients
10.7M
Managed Records
Our Services

Everything we do, grouped the way we work

01 Organize

We scan and index your paper records into searchable digital files, ready for your systems.

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We move your records out of old or scattered systems into one clean, organized home.

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We set up retention rules and structure so your records stay organized and audit-ready.

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02 Unify

Replace paper forms with one e-forms platform: design, storage, and support all in one place.

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We build records and content management on SharePoint, inside the Microsoft 365 you already own.

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A simple, affordable records management solution. No expensive software or proprietary hardware required.

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03 Scale

We use AI to read, sort, and file high volumes of records automatically, so your team doesn't have to.

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Let's Start With an Assessment.

Every engagement begins with a conversation. We learn where you are, what is working, and what is not — then map a clear path forward.

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No commitment required. We have been doing this for over 25 years.