Smith & Allen Consulting
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Document Management

Help us understand what you need from your document management software. Only Contact, Company Name, Phone, and Email are required — every question is optional, but the more you share, the better prepared we'll be for our first conversation.

Contact Information
Your Current Situation
Documents & Volume
6. What kinds of documents do you manage?
8. Which file formats do you work with?
Capture & Organization
9. How should documents get into the system?
10. Which organization features do you need?
Workflow & Collaboration
12. Which workflow features do you need?
13. Which collaboration features matter to you?
Security, Retention & Setup
15. Which security features do you need?
16. Which retention features do you need?
17. Which regulations apply to your records?
Anything Else