Professional services firm, confidential records
In production since May 2026, on the client’s own server.
- The problem
- New client files arrived by email and were set up by hand. A file number claimed from a spreadsheet, a folder built to the firm’s naming standard, public records pulled one lookup at a time. Skilled people doing clerical work, and the records too sensitive to hand to an outside tool.
- What we installed
- An intake system on the firm’s own server. A new file arrives, the system claims the next file number from the firm’s own directory, builds the folder the way the firm names it, pulls the public records, and files the documents. Staff can flag a problem from inside the work, and the flag reaches us.
- What they own now
- The system, the keys, and the machine it runs on. Every release arrives as a bundle we verified first, and their own IT installs it. No vendor dashboard to log into. No records in someone else’s cloud.