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SERVICES
We offer defined professional and personal engagements that move difficult-to-manage collections toward clear placement, consistent naming, reliable retrieval, and sustainable maintenance.
PROFESSIONAL DOCUMENT SYSTEMS
For independent professionals and small organizations whose working files and records have outgrown informal folders, inconsistent naming, or memory-based systems.
A focused review for professionals and small organizations that need a clear picture of the current document environment before implementation begins.
$750
WHAT IS INCLUDED
WHAT YOU LEAVE WITH
A clear picture of your current document environment, the problems and priorities that need attention, and a practical direction for what to address next.
A bounded engagement that turns an approved plan into a clear, usable digital document system.
Starting at:
Pilot price $3,250 · Standard price $4,250
WHAT IS INCLUDED
WHAT YOU LEAVE WITH
An implemented document system with clear locations, consistent naming and placement, organized approved files, documented exceptions, and practical guidance for keeping the system working over time.
Selected paper preparation and digitization integrated into an eligible Document Systems Reset. This is not a standalone scanning service.
Founding price $1,250 · Standard price $1,500
ADD-ON DETAILS
WHAT YOU LEAVE WITH
Your approved paper records digitized, consistently named, and integrated into the document system, with defined handling and closeout for the original materials.
PERSONAL DOCUMENT SYSTEMS
For households and individuals who need a clearer, dependable digital home for important personal records.
A clear digital-file plan for a household or individual who wants the architecture and rules before deciding whether to implement it independently.
$180
WHAT IS INCLUDED
WHAT YOU LEAVE WITH
A clear plan for how your personal digital files should be structured and named, with priorities and practical direction for putting the system into place.
Hands-on organization of eligible personal digital records into a clearer, dependable system.
Starting at:
Pilot price $850 · Standard Price $1,050
WHAT IS INCLUDED
WHAT YOU LEAVE WITH
An implemented personal records system with clear locations, consistent naming and placement, organized approved files, documented exceptions, and practical guidance for keeping the system working over time.
A personal records engagement that combines digital-system implementation with a defined amount of eligible paper integration.
Starts at $1,250
WHAT IS INCLUDED
WHAT YOU LEAVE WITH
An implemented personal records system that brings your approved digital records and digitized paper records into one clear digital structure, with consistent naming and placement and practical guidance for keeping the system working over time.
Limited community pricing may be available for some personal-service projects. Availability is assessed during inquiry and is not guaranteed.
WHAT STRUCTURE LOOKS LIKE
A document system is more than a set of folders. Consistent naming helps turn vague or confusing files into records that are easier to identify, search, and use.
Before
scan0024.pdf
insurance new.pdf
contract final FINAL.pdf
Structured
2026-08-17 - Receipt - Canva.pdf
2025-2026 - Insurance Policy - Auto.pdf
2026-08-17 - Green Path - Agreement - Signed.pdf
Illustrative examples. Actual naming and structure are adapted to the records, system, and agreed scope of each engagement.
SERVICE BOUNDARIES
WHAT AFFECTS PRICING
Prices reflect a defined service boundary. Final scope depends on collection size, complexity, sensitivity, current condition, client decisions, handling requirements, and the agreed deliverables.
Standard paper preparation is included only where stated. Complex preparation, unusual materials, oversized items, extensive fastener removal, or special handling may require a separate quote.
SECURE DOCUMENT TRANSPORT
A separate transport fee applies when eligible paper materials are carrier-shipped: $150 within approximately 150 miles and $275 elsewhere in the contiguous United States. The fee covers one inbound and one return shipment, tracking, signature confirmation, ordinary packaging supplies, coordination, and custody documentation. Exceptions are quoted separately.
THE FINISHED SYSTEM
A CLEAR NEXT STEP
Tell us what is happening. We will review the situation and recommend the most appropriate next step.
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