Industries We Serve
Specialized records governance solutions tailored to your industry's unique compliance requirements.
Select Your Industry
Click on your industry below to learn how we address your specific records management and compliance challenges.
Municipal Government
Public Records Management & Compliance
Helping cities, towns, and counties manage public records while ensuring transparency and compliance with state retention schedules.
Records We Manage
- Meeting minutes & agendas
- Building permits & inspections
- Personnel & payroll records
- Property tax records
- Police & fire department records
Compliance
- State retention schedules
- Public records requests
- Open meeting laws
- Municipal finance regulations
Financial Services
SEC, FINRA & Banking Compliance
Helping banks, credit unions, and investment firms maintain audit-ready records that satisfy regulators and examiners.
Records We Manage
- Customer account records
- Transaction & trading records
- Loan & mortgage docs
- Compliance & audit reports
- AML documentation
Compliance
- SEC Rule 17a-4 & FINRA
- Sarbanes-Oxley (SOX)
- Bank Secrecy Act
- State banking regulations
Healthcare
HIPAA-Compliant Medical Records
Protecting patient privacy while helping medical practices, hospitals, and healthcare systems maintain proper documentation.
Records We Manage
- Patient medical records
- Billing & insurance docs
- Lab results & imaging
- Staff credentialing files
- Clinical trial documentation
Compliance
- HIPAA Privacy & Security
- HITECH Act
- State medical records laws
- Joint Commission standards
Education
K-12 & Higher Education
Supporting school districts, colleges, and universities with FERPA-compliant records management programs.
Records We Manage
- Student transcripts
- Admissions & enrollment
- Financial aid records
- Special education (IEP) files
- Accreditation docs
Compliance
- FERPA
- IDEA
- State education requirements
- NCAA compliance
Legal & Professional
Client File & Case Management
Maintaining attorney-client privilege while ensuring efficient case file organization and retrieval for law firms.
Records We Manage
- Client case files
- Litigation & discovery docs
- Contracts & agreements
- Trust & estate documents
- Real estate closing files
Compliance
- State bar retention rules
- Attorney-client privilege
- Litigation holds
- Professional liability
Corporate & Enterprise
Business Records & Governance
Developing enterprise-wide records governance programs that reduce risk and ensure compliance across all departments.
Records We Manage
- HR & personnel files
- Financial & accounting
- Contracts & vendor agreements
- Corporate governance docs
- Intellectual property
Compliance
- IRS retention requirements
- Department of Labor
- EEOC requirements
- Industry-specific regulations
Don't See Your Industry?
We work with organizations across many sectors. Contact us to discuss your specific records management needs and compliance requirements.
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