The work this supports
Explore a cloud portal for organizing departmental documents and making information easier for authorized staff to find.
A sample process
The process shown is illustrative. Review current functionality, standard configuration, and any custom work with the product team.
Plan a useful first conversation
Record types, indexing needs, access roles, retention requirements, export needs, and any scanning or migration scope.
Explore related departments
See the offering in context
Explore the SBS source material
The existing SBS website provides additional context and links to flyers and videos. Confirm the current package and available options for your workflow.
Practical questions We can discuss a starting scope around one process or records collection and identify what is needed. Tell us which system and what information needs to move. We will confirm available options, configuration, and any custom work. County responsibilities, terminology, access rules, and procedures vary. Your county and state are part of the scope discussion. Ask about product fit, access controls, implementation responsibilities, timing, commercial terms, and data exports. Your next step starts with a conversation We’ll help you explore a practical starting point for your department.Before you get started
Can we begin with one workflow?
Can this connect to another system?
How do state requirements affect the workflow?
What should we review before agreeing scope?
Bring us one workflow you want to improve.