Use 50% OFF Sitewide | Code: GETAIMS50 | Expires: 12/31/25 11:59PM EST
How It Works
STEP 1
Assessment & Mapping
We review your records, audits, and workflows.
STEP 2
AIMS Setup
We configure folders, tags, and permissions.
STEP 3
Digitization
DIY, Co-Pilot, or Concierge
STEP 4
Training & Go-Live
Your team learns how to find and file in seconds.
STEP 5
Ongoing Support
We refine the structure and expand over time.
3 Ways to Go Digital
Choose Your Level of Help
Software + Guidance
You have staff to scan and upload.
We set up AIMS and provide structure.
We train your team.
You Scan, We Organize
Your team runs the scanner.
We name, index, and organize everything in AIMS.
Scanner available for lease.
We Come In, You Relax
We handle onsite scanning and full setup.
Your physical files don't leave your office.
Ideal for larger or overwhelmed teams.
We’ll recommend the right option during your free assessment.
What Changes After 90 Days

Audit-ready records on demand

Less time searching, more time serving clients

Faster onboarding and renewals

Fewer storage rooms and offsite boxes

Smooth staff handoffs when roles change

Clear, consistent filing rules for everyone
Ready to Get Out of Paper Chaos?
Book a free Records & Audit Readiness Assessment and get a clear plan, timeline, and ballpark budget for going digital.