A full file room and a front desk buried in data entry

A busy professional office has years of paper files and a front desk that spends its afternoons typing instead of helping clients.

How it unfolds

Week 1
Assess
Records and workflows inventoried; retention requirements confirmed by the office.
Week 2
Structure
Folder and naming structure designed around how the office works.
Weeks 3–6
Digitize
Paper records scanned, named and filed; originals handled per the office's instructions.
Ongoing
Support
Data entry and weekly reports handled on a set schedule.

Composite example for illustration; not a specific client. Timelines vary with each engagement.

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