Records & Data Modernization for Public Agencies

Records Management
Problems Solved.

More than forms. For 25+ years we've helped public agencies modernize records, workflows, and data inside the cloud they already own, without another standalone system to buy.

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The Challenge Facing Public Agencies

Most agencies are working across a patchwork of systems.

  • Paper processes Slow and manual
  • Legacy records software Constant errors
  • Disconnected workflows Nothing connects
  • Departmental data silos Records trapped here
  • A stack of separate subscriptions Costs keep stacking

The hard part isn't buying more software. It's finding a practical path from where you are today to where the technology is going.

Organize. Unify. Scale. How we think about modernization. Modernize one piece at a time, not all at once.
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.
You can't modernize, share, or automate records you can't find, and most agencies don't fully know what they're holding, so we make everything visible first.
Archive Scanning Data Migration Compliance Setup
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.
Most agencies pay twice, once for Microsoft 365 and again for a separate records or forms platform that duplicates it, and Unify folds that work back into the tools you already fund.
OneForm SharePoint ERMS 1DocStop
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.
Scale isn't a new purchase; it switches on power already inside your licenses, like AI that reads, classifies, and indexes huge archives on its own so staff aren't filing by hand.
AI-Powered Ingestion
Organize. Unify. Scale. How we think about modernization. Modernize one piece at a time, not all at once.
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. You can't modernize, share, or automate records you can't find, and most agencies don't fully know what they're holding, so we make everything visible first.
Archive Scanning Data Migration Compliance Setup
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. Most agencies pay twice, once for Microsoft 365 and again for a separate records or forms platform that duplicates it, and Unify folds that work back into the tools you already fund.
OneForm SharePoint ERMS 1DocStop
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. Scale isn't a new purchase; it switches on power already inside your licenses, like AI that reads, classifies, and indexes huge archives on its own so staff aren't filing by hand.
AI-Powered Ingestion

Trusted by California public agencies

4,579
Active Cloud Clients
256
Cloud Solutions
600+
CA Clients
10.7M
Managed Records
Connective Tools, Not More Silos

Everything we do connects what you already own.

Grouped the way we work: Organize, Unify, Scale.

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.