File Organization & Tracking Sheets
Make your supplied files easier to navigate. We organize records using an agreed naming structure and prepare a document index or tracking sheet around your requirements.
Who this is for
For customers who want a one-time organization of a defined collection of business files.
What’s included
- Up to 50 files, totaling no more than 200 pages
- Agreed folder organization and file naming
- One document index or tracking spreadsheet
- Organized files and editable XLSX index
- One consolidated adjustment round
What we need from you
- The files you want organized
- Your preferred categories and naming conventions
- The fields you need in your index or tracker
What’s not included
Permanent storage, ongoing monitoring, forensic review, sensitive-record processing, and guaranteed recovery of damaged files.
Delivery & revisions
Initial delivery is estimated at 3–5 business days after scope confirmation, payment, and receipt of complete materials. One consolidated revision round is included when requested within 7 calendar days. Ordinary revisions usually take 2–3 business days after we receive complete feedback. Corrections of errors we introduce do not use that round.
Your scope comes first.
Before payment, we confirm the deliverables, final price, schedule, and any exclusions. Extra work requires your approval.
Good documents start
with a clear conversation.
Explore a service, or put your requirements into a project brief.