Onsite Client Records Management
Our Onsite Clients Records Management service takes the hassles and costs out of filing, tracking, storing, maintaining and disposing of your business records – all from your business premises.
With this practical, results-focused service, you’ll be able to:
- centralise and manage more efficiently your physical records
- create a single registration and retrieval system
- improve your team’s ability to find, request and retrieve physical records, often critical for satisfying legal requirements
- reduce your records management costs through managing (and disposing of) records stored with offsite storage providers
- manage the risks of keeping records for too long
- update your team on their record-keeping responsibilities and compliance requirements through training and awareness sessions
- operate a records management system that meets the international standard ISO 15489 – Records Management
Our records management specialists have the skills and experience to take on the role of a traditional centralised registry or records management unit. Usually working with physical/paper-based records, they can take care of:
- auditing, reviewing and evaluating your records and information management programmes, systems and practices against best practice and legislative/compliance requirements
- creating and registering new paper files and boxes using either your own records management system or our Online Records Management service
- distributing and tracking files and boxes throughout your organisation and at offsite storage facilities. This includes regular audits or file ‘census’ projects to locate files
- storing and maintaining paper files and boxes onsite in archival repositories or through offsite storage contracts
- sentencing and disposing of records using detailed retention schedules developed by you and/or Converga
- managing your record management system.
Download an Onsite Client Records Management case study.

