Solutions catalog · Buyer role
Solutions for records officers and clerks
23 solutions whose product pages name records officers and clerks among the people they are for.
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Ambulance Run Data Sync
Receives ambulance run data, sent by agency software through its Work API or entered by staff, to fill an ED arrival board and trauma screen before arrival.
6 requirements · 7 integrations · 3 ways to deploy
Battlefield Medical Record (Tactical EHR)
Combat medics operate in chaotic, high-stress environments. For exercises and administrative tracking, this lightweight medical record lets a care team type each casualty's injuries, interventions, medications and vital signs into a browser as time-stamped entries, and tracks evacuations and handoffs against your target times. There is no voice entry, offline mode or connection to a health record system; clinical decisions remain with medical personnel.
6 requirements · 7 integrations · 4 ways to deploy
Board Governance & Packet Portal
Encrypted iPad portal for Board minutes and voting, with "reading room" controls on downloading and printing non-public material. Access policy and vote validity remain your institution's.
6 requirements · 6 integrations · 3 ways to deploy
"Civic-Secure" Microsoft 365
Many local governments struggle to configure cloud suites securely. We deploy Microsoft 365 within the Government Community Cloud (GCC) boundary, specifically configuring it to support the FBI CJIS (Criminal Justice Information Services) Security Policy and documenting how each requirement is addressed. Configuration alone does not make an agency CJIS compliant: its policies, personnel, physical security and audits by the state CJIS Systems Agency remain the agency's responsibility.
5 requirements · 7 integrations · 3 ways to deploy
Cloud Content
Box storage for unstructured data (research papers, policy docs) under a business associate agreement, configured to support HIPAA safeguards. Sharing and retention decisions remain yours.
6 requirements · 6 integrations · 3 ways to deploy
Cloud Fax
Digitizing the fax intake, routing documents directly to EMR inboxes (interoperability gap filler).
5 requirements · 7 integrations · 3 ways to deploy
Communication Archiving
WORM (Write Once, Read Many) storage for email/Slack supporting SEC Rule 17a-4(f) "Books and Records" requirements. Recordkeeping and supervision obligations remain your firm's.
6 requirements · 7 integrations · 3 ways to deploy
Digital Evidence Management for Local PD
The explosion of body-worn camera footage and CCTV data has created a storage and privacy crisis for local police. This cloud-based register keeps digital evidence linked to its cases under your retention schedule, with a hash-chained chain of custody and a second person's approval before anything is released; records staff redact copies in your own redaction tool and track public records requests in the same place. Release decisions and their legal basis under state law remain the agency's.
6 requirements · 8 integrations · 3 ways to deploy
Diplomatic Cable Archive & Search
The State Department relies on historical precedent for foreign policy. This highly secure archive keeps decades of diplomatic cables searchable by keyword, phrase and field. It helps diplomats quickly retrieve historical context for current crises, filtering results by each user's need-to-know groups and the documents' handling markings before anything is shown. Access is only as accurate as document markings and need-to-know data, and classification decisions remain with your authorized officials.
6 requirements · 7 integrations · 3 ways to deploy
Election Worker Management Portal
Managing the temporary workforce for elections is a logistical nightmare involving thousands of volunteers. This specialized HR tool streamlines recruiting, training, scheduling, and payroll preparation for poll workers. It tracks training and voting equipment certification so the election office can see which workers are qualified for each role; eligibility, training and pay rules remain the jurisdiction's decisions under state law.
5 requirements · 8 integrations · 3 ways to deploy
FOIA "Backlog Buster" Redaction Engine
Federal agencies are drowning in Freedom of Information Act (FOIA) requests. This workspace tracks each request against its statutory clock, from receipt to the final letter, with a page-by-page redaction log, duplicate and thread marking, a plain-text check for your agency's terms, fee estimates and backlog and annual report figures. There is no AI and no automatic redaction: analysts decide and record every redaction and remain responsible for a complete review.
6 requirements · 7 integrations · 3 ways to deploy
Legislative Management Suite (The "Open Meeting" Engine)
Local councils are bound by "Sunshine Laws" and Open Meeting Acts that require transparency. This suite runs the legislative lifecycle in one place: agenda creation, links to your video provider's stream with each item's time stamp, minutes publishing, and archival. It publishes votes and documents to a searchable public portal and records each step, helping the clerk show that notice and publication rules were followed; interpreting and complying with open-meetings law remains the municipality's responsibility.
6 requirements · 8 integrations · 4 ways to deploy
Permitting & Licensing Accelerator
A self-service portal for building permits and business licenses. Two plain-language questions show applicants the permit or license types that fit, with the documents to upload and the fees, and the online form checks that every required document is attached before it is submitted. It is designed to reduce counter wait times and help businesses open faster; the types, documents and fees are configured and maintained by your staff, and reviewers make every decision.
6 requirements · 8 integrations · 4 ways to deploy
Private Market Secondary Liquidity Engine
Managing the cap table, Right of First Refusal (ROFR), approvals and settlement records for secondary sales of private company stock.
6 requirements · 7 integrations · 3 ways to deploy
Proxy Voting & Shareholder Services
Tracks the distribution of proxy materials and tabulates votes for mutual fund clients.
6 requirements · 8 integrations · 3 ways to deploy
Secure Printing
"Follow-me" printing that holds patient records until the sender taps a badge at the device. Some clinical printing uses exception devices with compensating controls.
5 requirements · 7 integrations · 3 ways to deploy
Tax Assessment & Appeal Tribunal
Property tax appeals often clog municipal courts and administrative bodies. This workflow tool lets property owners file appeals online, upload evidence and read the board's notices and decision on a status page. It streamlines the docket for tax boards, and decisions are made and signed by the board.
6 requirements · 8 integrations · 3 ways to deploy
Trade Reconstruction Repository
Links voice calls, emails, and chat logs to specific trade executions to support "Best Execution" reviews and MiFID II record-keeping. Best execution judgments remain the firm's.
6 requirements · 8 integrations · 3 ways to deploy
Tribal Trust Asset Management System
The Bureau of Indian Affairs (BIA) manages millions of acres of land and billions in trust assets for Native American tribes. This software handles the complex logic of "fractionated ownership" and royalty distributions, keeping the document and decision behind every ownership change and distribution. Ownership decisions and payments remain with the authorized offices.
6 requirements · 7 integrations · 3 ways to deploy
Tumor Board Collaboration Platform
Brings pathology, radiology and notes, entered by your team or sent through the Work API, into a single view for multidisciplinary oncology reviews.
6 requirements · 8 integrations · 3 ways to deploy
Veterans Benefits Claims Automator
The VA struggles with a complex claims adjudication process. This system brings the military service history and evidence your staff record into one claim file and uses rule logic to compare claimed conditions with service history, flagging where a "presumptive" service connection may apply. It is designed to speed up benefits delivery to veterans; rating staff decide every claim.
6 requirements · 6 integrations · 3 ways to deploy
Virtual Scribe
AI voice-to-text for clinical documentation, designed to reduce documentation burden. Clinicians review and sign every note.
6 requirements · 7 integrations · 3 ways to deploy
Vital Records Digitization & Fraud Guard
The issuance of birth and death certificates is a critical function often targeted for identity theft. This system manages the secure digitization and issuance of these "breeder documents," incorporating anti-fraud security features, identity verification, and strict audit trails to reduce the risk of fraudulent issuance. Eligibility rules and decisions on held requests remain with your vital records office.
5 requirements · 8 integrations · 3 ways to deploy
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