15 de abril de 2025
What to Prepare Before a First Consultation
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When a firm approaches us about organizing decades of paper files, the first conversation often reveals that no one knows exactly what is stored in the back office. There are boxes labeled "1998–2003" and cabinets with folders that have not been opened in fifteen years. The goal of the initial consultation is to map what exists before deciding how to classify it.
We ask clients to prepare three things: a rough inventory of the physical space (number of cabinets, shelves, or boxes), a list of document types they know they have (acts, resolutions, contracts, correspondence), and any internal regulations that define retention periods. This saves time and lets us propose a classification scheme that fits their actual workflow.
During the consultation, we walk through a sample of the files together. We check the condition of the paper, note whether folders are labeled consistently, and identify series that can be grouped by date or subject. The outcome is a short report with a proposed order of work and an estimate of the hours needed.
The whole process is straightforward. No jargon, no software demos, no promises about digital transformation. Just a clear look at the paper and a plan to bring order to it.