Solution
For operations, legal, and records teams sitting on years of shared drives: every file read and classified on ingestion, retrievable by meaning, with lineage and audit history attached.
The problem
Scanned PDFs, image files, and legacy Word documents ignore keyword search. The record exists; nobody can find it.
Duplicates multiply across drives and cloud folders until teams negotiate against a superseded contract or cite a replaced policy.
Taxonomy projects launch with good intentions; within months the metadata is inconsistent enough to be useless.
The product, not a promise
How it works
Files flow in from shared drives, email, scanners, and legacy migrations.
Every file is OCRed and understood — type, parties, dates, and key terms identified from content.
Metadata is applied automatically and consistently; retention policies follow from document type.
Related documents connect — an invoice to its purchase order to its contract — without manual filing.
Teams search by meaning and get the governing version, with lineage and audit history attached.
Who it's for
Operations analyst
Records & governance lead
IT & compliance
The bulk of an organization’s documents — scanned PDFs, image files, old Word files on shared drives — are effectively dark: keyword search cannot see inside them, and the manual tagging meant to compensate never survives contact with real workloads. People tag inconsistently or stop tagging, duplicates multiply across drives and cloud folders, and teams end up negotiating against the wrong version of a contract or citing a policy superseded a year ago.
This solution reads every file that enters the repository. It identifies that a file is a master services agreement, who the parties are, when it was signed, and what its key terms say, then applies that metadata automatically and consistently — no tagging fatigue, no folder-taxonomy debates, no drift. Because the repository understands content, retrieval stops depending on remembering the right keyword: a query like “the contract with the indemnity clause about flooding” finds the clause even when those exact words never appear together. Duplicate and near-duplicate detection surfaces the governing version, and related documents link automatically — an invoice to its purchase order to the contract behind both — so context travels with the file instead of living in someone’s head.
For regulated content, storage without control is a liability. Document-type-driven retention policies apply themselves on ingestion, sensitive content stops hiding in forgotten folders because every file has been read and classified, and each document carries its full lineage: where it came from, how it was classified, what changed, and who touched it. When an auditor asks for the record and its history, the answer is a retrieval, not a search party. Legal, finance, and operations work against the same understood corpus — documents connected by business context rather than folder hierarchy.
Objections, answered
Every classification is derived from the document's content and recorded in its lineage, so you can see why a file was typed the way it was. Low-confidence classifications are flagged for human review instead of silently filed.
Keep it. The repository maps extracted metadata to your taxonomy and retention schedule; the difference is that tags are applied by reading the document, consistently, instead of by whoever saved the file.
Documents keep their permissions, and every retrieval, classification, and change is logged. When an auditor asks who touched a record and how it was classified, the answer is in the lineage, not in interviews.
Point it at one drive or department first. Files become searchable as ingestion runs, so the repository is useful from the first batch — a migration project is not a prerequisite.
Watch a folder of scans become classified, linked, searchable records in one session.
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