Our Services

Consulting Services

  • Business information strategy session: let us help you identify and prioritize your  information challenges
  • Retention rules: let us help you determine how long to keep your business information
  • Records management program development: let us help you  document your records management policies and procedures to get everyone on the same page
  • Electronic records management: we can give you strategies to be better organized across all of your devices
  • Paper records management: we can help you tame your piles of paper
  • Central file management: need to create a central file or  need to optimize your current one? We can help you!
  • Technology evaluation and deployment: we can help you figure out which software will meet your records and information management needs
  • File Plan/Taxonomy creation: we can help you optimize your electronic or paper filing system

iManage Govern Records Manager

  • Customized Training Software
  • Implementations and Upgrades
  • Healthcheck/Design Audit
  • Retention Rule Development
  • iManage Work DMS

Available for Speaking Engagements

Recent Talks:
  • Sacramento Valley Association of Legal Administrators
  • Greater Sacramento Capitol Chapter of ARMA
  • Golden Gate Chapter of ARMA
  • ​iManage Govern Records Manager User Group