FileBank evaluates your current records environment: what exists, where it lives, how it's managed, and where the gaps are. Includes a review of applicable retention requirements and compliance obligations.

Based on the assessment, FileBank builds a lifecycle management plan covering capture, storage, retention, access, and destruction. Every element ties to a specific regulatory requirement or operational goal.

FileBank deploys the services and systems outlined in the plan, including scanning backlogs, migrating records to The Vault or V-Cabinet, establishing retention schedules, and setting up destruction protocols.

The program runs continuously. FileBank handles day-to-day records operations, monitors retention compliance, provides retrieval services, and adjusts the program as regulations or organizational needs change.