01
A written assessment
We follow your documents from the moment they arrive to the system they end up in.
What is in it
- Every document stream: what arrives, from where, roughly how many, and who touches it
- Where each one’s data has to land: your accounting system, a records system, a folder, a person
- The rules that apply, named: HIPAA, FERPA, state privacy and records laws, retention schedules
- Where documents may go: a PC in your office, your own servers, or the cloud
- A ranked list of what to automate first, and the product that fits each
You decide: Which stream to pilot first, or whether AI is worth it at all.