Keep your organization fully compliant, secure, and audit ready with expert guidance.
Protect your organization from regulatory risk and eliminate any legal vulnerabilities. doc2e-file’s experts help build and maintain compliance policies and retention schedules directly for your business needs.
Without proven and verified compliance and audit readiness, your organization is vulnerable to severe financial and legal risks. Our information governance consulting experts help create, enforce, and maintain frameworks and policies tailored directly to your unique business needs. Take control of your critical documents and safeguard your operations today before they become a preventable liability tomorrow.
Why Consulting?
Even the most capable teams hit roadblocks when navigating complex regulatory changes, balancing compliance with retention, or updating legacy systems. A dedicated information governance consulting partner brings targeted expertise to help avoid costly mistakes, eliminate inefficiencies, mitigate risk, and ensure your business stays ahead of industry standards. We provide direct access to a clear roadmap, hands on support, and tailored strategies needed to transform your current system with confidence.
Our Pillars
Training Materials
- Procedure development and documentation
- Email management and governance
- Business process review and improvement recommedations
- Establishing advisory guidelines for subject matter expert sessions
Retention Schedule Services
- Existing schedule review and updates
- Gap assessments
- Training material creation
- Application of security and privacy rules
- Leading subject matter expert sessions to build and educate on retention schedules and compliance
- New schedule development
Policy Development
- Database cleanup and normalization
- De-duplication
- Identification of missing data and completion of entries
- Migration and integration services
Our Process
- Discovery & Assessment: We take a close look at your current records and compliance management to identify where improvements will make the biggest impact.
- Strategic Blueprint: We help craft a custom, actionable strategy built around your specific needs, regulatory requirements, and objectives.
- Implementation Support: Whether you need hands-on execution or expert oversight, we ensure your new process is integrated smoothly and effectively.
No two challenges are the same and neither are our strategies! Contact us to get started building the right solution for your team.
Our Consultants
Geneva Hurtig
Geneva is an information governance expert with more than 20 years of experience helping organizations strengthen their records and information management programs. She brings both hands-on practitioner and advisory experience with mid-size to large, complex organizations across oil and gas, commercial real estate, and a wide variety of other highly regulated industries. Based in Houston, Texas, Geneva has her ARMA Essentials of Information Governance certificate, is currently pursuing her Certified Records Manager (CRM) designation, and is an active member of ARMA International.
Andrea Lipari
Andrea is a Certified Records Manager and information governance expert with more than 20 years of experience developing, implementing, and managing records and information governance programs. In her career, she has led strategic, cross-functional initiatives as both a practitioner in the energy sector and a consultant serving clients across highly regulated industries. She brings deep expertise in records retention, defensible disposition, governance strategy, taxonomy and classification, policy development, stakeholder engagement, and change management. Andrea is based in The Woodlands, Texas.
“I wholeheartedly recommend Andrea and Geneva’s consulting services. They are exceptionally detail-oriented, hardworking professionals who consistently put their clients first, combining thoughtful strategy with a genuine commitment to delivering outstanding results. Their expertise and forward-thinking perspectives have also established them as respected thought leaders in the records and information management space.”
– Sam P., Esq., Info Gov Consultant
Ready for a streamlined solution?
Scanning services are just the beginning. Upgrade your business processes today with doc2e-file and turn your physical archives into searchable, actionable digital assets.
Our Certifications and Co-Ops
