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Client File Scanning

The client File Scanning is our comprehensive service designed to convert physical client files into digital formats. This process not only secures sensitive client information but also streamlines file management, making information easily accessible, shareable, and searchable.

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Modernise Your Client Record-Keeping to Digital

Transitioning your paper-based client files into a digital archive ensures the secure, long-term preservation and ease of retrieval of these critical documents. By digitising your records, you create a robust and accessible single source of historical data that aligns with stringent records management and disaster recovery policies.

Enhanced Security: Digital archives are more secure against unauthorised access, loss, and damage.
Improved Accessibility: Digitised records can be easily accessed from anywhere, facilitating remote work.
Compliance Assurance: Ensures adherence to records management standards and disaster recovery protocols.
Space Efficiency: Reduces physical storage requirements, freeing up valuable office space.
Long-Term Preservation: Protects important documents from physical degradation over time.
Streamlined Management: Simplifies the organisation and management of records, enhancing efficiency and productivity.

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Create a Digital File Storage and Retrieval System with Our Scanning Services

Create a comprehensive digital library by converting each client file into an easily navigable PDF format. Our process involves scanning documents as multi-page PDFs, which then can be meticulously bookmarked and referenced. This method ensures files are systematically categorised and sub-divided, enhancing the efficiency of document retrieval and management.

Digital Replication: Every client file is accurately replicated in digital form, preserving the integrity and content of the original documents.
Multi-Page PDFs: Documents are scanned and compiled into multi-page PDFs, allowing for seamless document review and navigation.
Bookmarking and Referencing: Strategic bookmarking and referencing of documents facilitate quick access to specific sections or categories, streamlining the search process.
Categorisation and Sub-Division: Files are organised into categories and sub-divisions, enabling a structured and intuitive digital library layout.

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Document Scanning Process
The document scanning process
What we do with your documents
  • Collection

    We provide a secure collection of your documents from anywhere in the UK within 24 hours or as convenient for you as well as we can supply storage boxes and assistance with removing and boxing up your files.

  • Conversion

    We scan and convert all types and sizes of documents to a digital format of your choice such as PDF, PDF Searchable, TIFF, JPEG, Microsoft Word and Excel.

  • Delivery

    We deliver your digital data on a secure storage medium of your choice such as CD, DVD, USB, secure FTP or fully managed Pearl Cloud document management system.

The Process in Depth

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document collection

Logistics

We offer a dedicated collection and delivery service capable of retrieving your client files from anywhere within the UK. Our specialised logistics ensure the safe and secure transport of your documents directly to our facility for processing.

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Staples

Before scanning, we meticulously prepare your documents by removing all staples, clips, and any forms of document binding. This step ensures a smooth and efficient scanning process, maintaining the integrity of each document.

Shredding

Following the successful scanning and digital delivery of your data, we provide flexible options for your physical documents. You can choose to have them securely stored, returned to you, or safely shredded, according to your preferences and compliance requirements.

Benefits of Scanning and Converting Client Files
to Digital Format for Enhanced Digital File Management

Achieve Operational Excellence

Digitisation streamlines your organisation’s processes, significantly enhancing workflow efficiency and productivity. By converting physical documents into digital formats, we facilitate easier management and quicker access to information, enabling your team to focus on core activities and achieve operational goals with greater precision and less effort.

Compliance and Disaster Recovery

Our digitisation services are designed to help your organisation meet regulatory compliance standards, including those related to document retention, privacy, and data protection. Additionally, by creating digital backups of your documents, we ensure that your business is prepared for disaster recovery, protecting critical information against natural disasters, accidents, and other unforeseen events.

Cost-Effective Document Storage

Digitisation offers a cost-effective alternative to physical document storage, eliminating the need for expensive filing cabinets, storage facilities, and the management overhead associated with maintaining a physical archive. By transitioning to digital archives, you can significantly reduce storage costs and reallocate resources to more strategic initiatives.

Reclamation of Office Space

Converting paper records to digital formats frees up office space previously dedicated to document storage. This reclaimed space can be repurposed for productive uses, such as additional workstations, meeting areas, or amenities for staff, thereby enhancing the work environment and supporting your organisation’s growth and evolution.

Robust Security Measures

Protecting the confidentiality and integrity of your digital archives is our top priority. We implement advanced security protocols, including access controls, encryption, and secure backup solutions, to safeguard your digital documents against unauthorised access, theft, and cyber threats, ensuring peace of mind and compliance with data protection regulations.

Enhanced Accessibility

Our digitisation services transform how information is accessed within your organisation. By making documents easily retrievable through digital means, we eliminate geographical and physical barriers to information access, ensuring that team members can retrieve necessary documents promptly, regardless of their location.

Gain Instant Digital Access to Your Files with Pearl Cloud

With Pearl Cloud, you gain instant access to your client files, anytime and anywhere, without compromising on security. Our platform is designed to provide a seamless experience for retrieving and managing your documents.

  • Centralised Storage: Keep all your digital documents in one secure, easily accessible location.
  • Streamlined Collaboration: Facilitate seamless collaboration among team members with shared access to documents, regardless of their physical location.
  • Compliance Management: Stay compliant with industry regulations through meticulous record-keeping and audit trails.
  • Disaster Recovery: Ensure business continuity with cloud-based backups, protecting against data loss due to unforeseen disasters.
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Start Your Digital Transformation Today Contact Us to Digitise Your Client Files.
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