Scope of Work
Define specific document groups, volumes, project phases, exclusion lists, and any pre-scan preparation such as unstapling or redaction.
A detailed proposal reduces scope ambiguity, sets measurable acceptance criteria, and documents security and retention commitments that affect compliance, auditability, and potential legal admissibility of digitized records.
Typical creators and recipients include records managers and vendors preparing a formal statement of work for corporate or public-sector clients.
The proposal should be routed to procurement and legal for final approval before work begins; include named contacts and escalation paths.
Define specific document groups, volumes, project phases, exclusion lists, and any pre-scan preparation such as unstapling or redaction.
List output formats (searchable PDF, TIFF, DOCX), OCR language models, naming conventions, indexing metadata fields, and sample file examples.
Provide milestones: mobilization, scanning windows, batch deliveries, client review periods, and final acceptance dates.
Describe resolution standards, acceptable error rates, rescans, image enhancement, spot checks and sample acceptance procedures.
Specify encryption, access controls, chain-of-custody, background checks, and any industry-specific requirements (HIPAA, FERPA, SOX).
Show unit pricing by page or box, travel or handling fees, payment terms, change-order process, and termination conditions.
| Field | Configuration |
|---|---|
| Scan Resolution | 300–600 DPI depending on document type |
| File Format | PDF/A or searchable PDF with embedded OCR |
| Indexing Fields | Client Name | Project ID | Box Number |
| Delivery Method | Secure SFTP, cloud folder, or managed transfer |
Specify integrations and formats the client expects so automation and handoff are seamless.
Confirm integration credentials and test transfers before bulk delivery to prevent rework and missed SLAs.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The team digitized leases and tenant files to enable remote closings.
Medical records were scanned and indexed for patient access.
3–7 business days for initial estimate and draft
7–14 calendar days for comments and approval
Schedule per availability; typical projects run 1–8 weeks
Batches delivered within 48–72 hours after QA
Client signs acceptance within agreed review period