Free checklists
Plan it before you pack a single box.
Short, practical checklists for the moments when paper records matter most. Choose yours to see the first steps, then leave your email for the full list and a PDF to keep.
Law firmsClosing or retiring from practice: the filesSeven steps for the closed files when a lawyer retires or a practice closes.Open the checklist 
Conservation authoritiesPermits, plans and watershed recordsEight steps to make decades of permits, property files and maps easy to search, and to keep them that way.Open the checklist 
MunicipalitiesPaper records and the access-request clockSeven checks to make sure paper files never put an access request at risk.Open the checklist 
Credit unions and financeMember files: closing the paper gapSeven steps to bring paper member files under the same control as everything else you manage.Open the checklist 
Unions and associationsYour records, ready for the next roundEight steps to make decades of agreements, grievances and minutes easy to find, before you next sit down at the table.Open the checklist Planning a project?
The questions we ask before every quote.
Our fact-finding questionnaire covers volume, page sizes, bindings, colour and what you’d like back. Fill it in online in about five minutes, or print it and send us a photo.
Insights
The thinking behind the lists.
Unions and associations · BargainingBargaining history is evidenceThe proposals, notes and settlements from rounds long finished can decide what a clause means today. Most of them sit in boxes no one can search.4-minute read Municipalities · Access requestsThe clock changed. The search didn’tSince 1 July 2026, Ontario institutions have 45 business days to answer an access request. It’s more time, but it isn’t more slack.4-minute read Conservation authorities · ConsolidationThirty-six become nineWhen conservation authorities consolidate, a watershed’s memory has to move with them. How it moves will shape the new authority for decades.4-minute read
The free trial box
Try us, at no charge.
Give us a bankers box of typical records. We will scan and OCR them into searchable PDFs, named to your specifications, and return them within two business days.
Request your free trial box
Book a 15-minute call
Or call Robert: 613-223-7359
For organizations with a real project. Free Trial Terms apply.