We deliver complete solutions for bar coding, file tracking, color coding, records management, and records retention.

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PROFESSIONAL SERVICES

Records Associates has implemented solutions for accounting firms, law firms, and a variety of other consulting firms and business services firms.

Industry trends are changing the face of managing records within professional services, technology services, and benefits consulting firms.

  1. Rapid growth in consulting services and business services has increased the volume of client-related filing and the need to implement standards in filing and labeling.
  2. The perspective of the work product as intellectual capital has increased the need for a comprehensive method to inventory and control records.
  3. The dramatic growth in paper output of organizations has generated a large volume of archived records that are both difficult and costly to manage and retrieve.
  1. Increased losses to litigation has focused administrative staff on destroying items in a timely manner.
  2. Increased litigation has made it difficult to handle subpoena pulls.

Records Associates addresses these needs with an integrated solution:

  • Flexible configuration allows records to be classified in terms of client, project, division, department, file type, manager, and office.
  • Bar code scanning automates check-in, check-out, and archiving.
  • Internet-based creation requests collect important information about new folders to be created directly from consultants.
  • On-demand color coding speeds production of new folders.
  • Internet tools allow staff to search and request records from central file rooms and off-site archives.
  • Active file tracking saves insurance staff time.
  • Support for multiple offices on one shared system reduces cost.
  • Software applies standards across all departments and offices.
  • Firm-wide access to data enhances regional, national, or global Account Management functions.
  • Use of client/server databases, like SQL and Oracle, accommodate larger capacities with fast response over wide areas.
  • Powerful search tools allow all fields to be searched using keywords and boolean logic.

Please browse through our client stories for more information.