File & document automation
“Half my day is finding the right version of a file. The scanner names everything scan_0034.pdf and it goes wherever someone happened to drop it.”
What we build
- Files that arrive by email, scan, or upload get read, renamed to your naming convention, sorted into the right folder, and tagged.
- Details like client name, dates, amounts, and deadlines get pulled out of each document into a spreadsheet or your system, so nobody retypes them.
- Old messy drives get cleaned up: duplicates flagged, files renamed and refiled under your structure.
- Your team can search every document in plain English. Ask for “the signed operating agreement for the Henderson LLC” and you get that file instead of two hundred maybes.
Example saving
Example8 hrs/week
worth about $15,000 a year
A property management office that hand-files about 400 documents a month could cut filing time from around 9 hours a week to under 1.
Illustrative, not a promise. Your Map estimates your numbers before anything is built.
Works with
Google DriveMicrosoft 365 / SharePointDropboxYour scanner and inbox
See what this would save you
A free 30-minute call. We'll tell you honestly whether there's enough waste to be worth fixing.