Records, files, and systems
Most businesses don't have a filing problem.
They have a structure problem.
We look at how your records, files, and systems are set up, and we fix what isn't working. So you know where things stand, and what to do next.
Clarity • Consistency • Confidence
The problem
You're not disorganized.
The contract is in somebody's inbox. There are four versions of the same document and nobody's sure which one is current. Someone leaves and takes the only working knowledge of the system with them. Nothing is lost, exactly. But nothing can be found either.
Your business grew faster than the setup you started with, and the setup never caught up. A new app won't fix that. Neither will a weekend of cleanup. What fixes it is a structure where the right thing to do is also the easy thing to do.
How we work
Three pillars
Every engagement moves through the same three steps, in the same order.
Clarity
First we find out where you actually stand. What exists, where it lives, what's duplicated, what's missing, what's sitting somewhere it shouldn't be. Written down in plain words.
Consistency
Then we build the structure. Naming, filing, retention, permissions, workflow, and capturing what your team knows. Built to hold up when you're busy, and when people leave.
Confidence
Then we make it stick. Policies written down. Somebody responsible for each one. A schedule for checking it. So the order you paid for is still there in two years.
Who we work with
Built for organizations that outgrew their setup.
Independent firms, growing companies, and public sector organizations. The ones with real records obligations and nobody whose whole job it is to handle them.
Consultants sitting on client files. Practices carrying compliance requirements. Agencies and school divisions working under retention rules they didn't write. Founders whose business outgrew the folder structure they set up in year one.
You don't need enterprise software. You don't need to hire someone full time. You need somebody to look at what you have, tell you the truth about it, and build the thing once, properly.
We work with organizations throughout Virginia. Most of this work happens inside your own Microsoft 365 tenant, so we can do it wherever you are, with on site time by arrangement.
Track record
This has been done at scale.
Before this practice existed, that work happened inside the Department of the Army, the Department of Defense, and the Defense Contract Management Agency.
Twenty-six years of it, including rebuilding SharePoint Online into the primary knowledge environment for a 3,000-person command.
The same discipline, sized for your organization.
That experience is not handed off. Whoever scopes your engagement is who delivers it.
Insights
We publish what we know.
A bi-weekly newsletter on records, retention, and getting Microsoft 365 to behave. Written for people who have to run the business at the same time. No theory, no vendor pitch, and nothing you need a records background to follow.
Most recent: The Hidden Cost of Digital Confusion.
Start here
The Clarity Session
Ninety minutes. We walk through where your files and records actually are. You leave with a written summary of the three things costing you the most time, and what to do about each one. Whether or not you work with us after.
$250, credited toward any engagement booked within 30 days. And if it doesn't show you something worth acting on, we refund it.
These are founding client rates. The practice is new, the experience behind it is not. We're pricing our first engagements to earn a reference, and these rates hold for the full length of anything booked before the end of 2027.
Not sure we're the right fit? Book a free 15 minute call, or email christy@linearwa.com and tell us what's going on. We'll tell you if we can help, and if we can't, we'll tell you that too.
