Folder & Form
Your own document desk.
Without another employee to manage. Give incoming documents one destination. We handle the agreed naming, organizing, conversions, and routine document work.
Upload it. We’ll take it from here.
Less administration, one file at a time.
A homeowner sends a survey and HOA form through an approved project link. A supplier quote comes through your general inbox. We apply the agreed project rules and flag anything unclear.
We learn your rules once.
Setup is where we establish projects, names, destinations, and handling preferences. You can approve a structure we propose; you do not have to invent one.
- One general link for unsorted incoming documents
- Optional project-specific links for homeowners or collaborators
- A clear contact for unknown projects, dates, or revisions
- An agreed final destination that belongs to you
An allowance with a clear definition.
A standard document is one readable document of up to 10 pages handled under one simple, agreed filing workflow. A bundled upload is not automatically one document. Basic format handling must be included in your workflow profile.
- Naming, filing, routing, and duplicate flagging
- Extraction and data entry require separate scope
- Translation and historic backlog cleanup are not included
- Over-allowance work pauses for approval; unexpected uploads do not trigger a charge
Setup first. Activation second.
An online fit review comes before a setup agreement. We test the private link, confirm the destination, and agree the activation date. Selecting a plan is a request, not a subscription.
Your files have a home beyond the service.
Finished records go to the approved destination. Cancellation stops future renewal under the agreed policy and includes a handoff. It does not authorize deletion or make your records conditional on continued payment.
Upload when it suits you.
Upload links may be used at any time. Routine filing targets 3 business days after usable receipt. Your scope confirms actual processing days, capacity, cutoffs, holidays and any time waiting for an answer.
A few useful answers
Can I send a homeowner their own link?
A project-specific file request can reduce ambiguity. It supplements your general inbox and does not grant access to existing files. Links can be forwarded, so they are not proof of identity.
Does a correction use my allowance again?
Correcting an error in our own work is not a second billable document. Usage records distinguish new work from corrections and adjustments.
What about a large backlog?
We quote historical cleanup separately. Ongoing allowance covers the recurring workflow agreed at activation.
Tell us what you need.
Get a standard price or request a custom quote online. No call required.
Send it as it is.
After acceptance, use your designated private upload instructions. We agree the rules together.
Get the finished result.
Organized files, a usable spreadsheet, or the other deliverable you approved.
A little less on your plate
Ready to get it
off your list?
Start with a price. No sales call required.