Bee Smart works for the Jack Brothers & Co. It is a small business, so she is entrusted with everything from human resources, accounting, to customer service. She also handles public relations, mostly while walking the dog.
Even though Ms. Smart is told to keep the office paperless, she is drowning in documents that contain their employees' social security and bank account #, insurance and other information not even their mothers should have. The same is true for their customer data.
Every new year, when she comes back to work, Bee packs all the paperwork she has collected during the last 12 months, shoves it in a box and stacks the boxes in the bathroom (the bathroom part is new but the hallway is full and so in the small storage unit the company is renting.)
She is wondering, how much longer she can hold it.
Being a lawyer Will Good has to decide daily which case to handle which way. Currently on his desk is a complaint by an actress that the nose she received in surgery did not look as pretty as the magazine one she had shown the doctor after her surgery. He decided "after" is the key word in this case and now he needs a secure home for the file containing her medical information. Then there is the teen client who was accused of shoplifting a shirt and held for 2 hours during which the major upscale store did not let her call her mom. After 2 hours, when they decided to check the changing room, they found the shirt . This case gets to stay. Whereas the girl who wants to sue her apartment landlord for making her so angry that she kicked out the glass which covered a fire extinguisher, severely cutting her foot in the process will have to disappear too.
Being a sharp lawyer, Will also knows well that having no document management plan is the most expensive way to manage his documents.
In an ideal world Ms. Smart's desk, the prime location, holds the files she needs for today.
The cabinet in the office keeps everything she currently needs within easy reach.
All files she has to store for 7 years are indexed for easy retrieval and stored offsite.
Everything else she does not need any longer flows through a secure shred bin which gets exchanged so automatically , that she doesn't even notice it anymore. As if by magic.
Certificates, deeds, patents, licenses etc. are in one fire-proof and safe location.
Mind you current business
we take care of your old business
We offer a regular pick-up service of nice, big, clean bins to get
the no good for nothing files out as quickly as they come in.
Secure, certified and hassle free.
To get started all s/he - and you for that matter - has to do is call 562.691.7646
We offer a practical, efficient and secure solution for each and every one of Bee's files. First we would suggest to get the boxes out of her hallway. When we are done there will be 2 piles, one is to shred, the other is to store. All that will be left for her is one Certificate of Destruction and one index file that lists all boxes stored. And the invoice of course, but that one she will pay gladly. Because unlike the storage facility 2Shred & 2FileIt will do the searching and delivering of a needed file box, should Bee ever need anything as well as the automatic destruction after the predetermined time. Next we would give her a free console in which she can throw everything that contains sensitive data. Whenever we tell her that we will be in her area she checks if it is full yet and then tells us yay or nay.