Records Health Check
We inventory what records exist, where they live, and who holds them — across paper, email, devices, cloud drives, software platforms, vendors, and agencies.
Missing-Record Report
We identify what's missing, what's unresolved, and which records are disconnected from the charges, payments, decisions, and events they should support.
Build the System
We build your folder structure, document index, proof-of-connection tables, and trackers on the PRC seven-category framework — dependable and retrievable.
Readiness Plan
You get a 30-, 60-, and 90-day plan: record requests to send, gaps to close, and continuity steps so operations survive any single point of failure.
Stay Ready
Optional monthly support keeps the system current: records organization, readiness reviews, annual health checks, and continuity memberships.
What you walk away with
- Transferred-record inventory
- Missing-record report
- Unresolved-item tracker
- Digital folder structure
- Document index
- Proof-of-connection table
- Open-maintenance and incident tracker
- 30-, 60-, and 90-day transition plan
Deliverables vary by service and written scope — number of entities, properties, units, accounts, transactions, documents, users, storage volume, and review complexity.