Document Management
Find Any Document
Fast.
From Anywhere.
Big platforms like SharePoint and Box take months to configure properly — and storage alone doesn't organize anything. BOOJEE builds your full document system — contracts, SOPs, invoices, and HR records — organized, searchable, and access-controlled, so your team stops hunting for files.
Six systems that make your documents work for you — not against you.
Document chaos costs your team hours every week. We design and implement the entire stack: structure, naming, access, templates, search, and retention.
A logical, scalable folder hierarchy built around how your business actually operates — by department, client, project, or date. Never rebuild from scratch again.
Standardized naming patterns across every file type and department — dates, clients, versions, statuses. One glance tells you everything about a document.
Role-based access so every team member sees exactly what they need — and nothing sensitive they shouldn't. Vendors, clients, and staff all compartmentalized.
Pre-built, branded templates for proposals, contracts, SOPs, invoices, and onboarding packets — so your team starts from a standard, not a blank page.
Metadata, tags, and document properties configured so full-text search actually works. Find the Q3 contract or the Jan SOP quickly, without digging through folders.
Document lifecycle rules: how long to keep contracts, when to archive HR records, how to handle expired vendor agreements. A clear structure to support your own compliance needs.
From chaos to searchable in four steps.
We scope, design, migrate, and train — in a structured sequence that leaves nothing behind.
We map your existing file landscape — what you have, where it lives, who uses it, and what's missing. No assumptions, no guesswork.
Folder architecture, naming conventions, permissions matrix, and tag taxonomy — all designed before a single file moves.
Every file moved, renamed, tagged, and placed according to the new system. Duplicates purged. Nothing lost in translation.
Live walkthrough for your whole team — how to save, name, tag, and search. Written SOPs delivered so the system stays clean after we leave.
Two paths — build the foundation, then keep it clean.
Start with Setup & Migration to build the foundation, then add Ongoing Management to keep it running clean.
- Full folder architecture design
- File naming convention guide
- Permission & access matrix
- Document templates library (5 templates)
- Search & tagging configuration
- Retention & archival policy
- Full migration of existing files
- Team training session
- Written SOPs delivered
- Everything in Setup & Migration
- Monthly file audit & cleanup
- New employee onboarding to system
- Template updates as needed
- Quarterly permission review
- Archival of expired documents
- Priority support — same-day response
- Unlimited naming convention questions
- Annual retention policy review
Estimate what disorganized documents may be costing you.
Disorganized filing can quietly drain productivity. Adjust the sliders to see an illustrative estimate based on your own inputs.
Drag each slider to match your team — results update instantly. These are rough estimates based on the numbers you enter, not a guarantee of results.
Illustrative payback on the $498 setup: days. Actual results vary. Start the conversation →
Built to stay organized.
We audit your existing files, design the structure before moving anything, migrate and organize your documents, then train your team so the system stays clean. You keep full ownership of your storage — we set it up to work the way your business operates.
Common questions.
Everything you need to know before getting started.
Which cloud platforms do you work with?
We work with Google Drive (Workspace), Microsoft SharePoint, Dropbox Business, Box, and OneDrive. We can also help you migrate from one platform to another if your current storage isn't serving you. If you're not on any cloud storage yet, we'll recommend the best fit for your team size, budget, and industry.
How long does the setup and migration take?
Most Setup & Migration projects complete in 5–10 business days depending on the volume of existing files and team size. We start with an audit call, then design the structure before moving a single file. You'll have a working, organized system within two weeks from kickoff — often sooner.
Will my team actually stick to the new system?
This is the most common concern, and it's valid. That's why we deliver written SOPs, quick-reference naming guides, and a team training session — not just a new folder structure. We also include 30 days of support after go-live so bad habits get corrected immediately, before they re-infect the system.
What if we have thousands of files to migrate?
Large migrations get prioritized by department and document type — active files first, archived files second. We batch the work so your team isn't disrupted mid-project. For very large volumes, we may recommend a phased approach so nothing gets lost in the move.
Is the $198/mo ongoing management worth it?
It's optional. If you've ever rebuilt a filing system only to watch it drift back into chaos, the monthly retainer is designed to prevent that: new employees are onboarded, templates stay updated, permissions are reviewed quarterly, and expired documents are archived on schedule. If your team can maintain the system on its own after setup, you don't need it.
Tell us about your current setup.
We'll scope the project and follow up within one business day.
Request a Document Audit
Free assessment. We'll tell you exactly what needs to happen before you spend a dollar.
Prefer to email? docs@BOOJEE.estate