Ontario Records Management

Records piling up.
No one owns it.
We fix that.

ClearPoint Records acts as your external records management team; cleaning up backlogs, applying retention schedules, preparing for audits, and managing ongoing records work without adding permanent headcount.

Common reasons organizations call us
Records coordinator retired and no replacement
Audit or inspection coming up
Storage room is full and growing
No retention schedule exists
SharePoint or shared drives are unmanageable
FOI request exposed a records gap
Years of paper records need to be digitized
Nobody knows what to keep or destroy
Ontario public & private sector
No software to install
No permanent headcount required
Response within one business day
Familiar with
MFIPPA • Municipal Freedom of Information
FIPPA • Provincial Freedom of Information
PHIPA • Personal Health Information
ESA • Applicant Record Retention
Cemeteries Act • Interment Records
Ontario Municipal & Public-Sector Records Obligations
Does This Sound Familiar

Your organization may need help if...

These are the actual situations that bring organizations to us. You don't need all of them, one is enough to start the conversation.

If you checked even one of these, a 2-week assessment will tell you exactly what you're dealing with, what's at risk, and the fastest path to fix it.
Book the Assessment →
What We Do

Every records problem. One team.

Use us for emergency cleanup, a defined project, or as an ongoing external records department. No permanent headcount. No pricing pressure the scope depends on your volume, urgency, and record types.

When backlogs are visible
Records Backlog Reduction
Emergency or planned cleanup of accumulated paper, unindexed scans, boxes, and departmental files. We triage, classify, and bring order fast. Box rooms to shared drives, everything included.
When paper is the problem
Scanning & Digitization
Document prep, bulk scanning, OCR, naming, indexing, QA, and delivery as searchable PDFs. No records too old, too disorganized, or too large in volume.
When nothing is documented
Retention Schedules
A written retention policy matched to your sector and Ontario obligations; what to keep, how long, when to destroy. Documented, practical, and usable by your staff without us in the room.
When an inspection is coming
Audit Readiness
Gap analysis, evidence organization, destruction logs, retrieval reports, and documentation trails. When the auditor or inspector arrives, your records tell the right story.
When SharePoint is a mess
SharePoint & Shared Drive Cleanup
Folder structure rebuild, duplicate removal, naming conventions, metadata planning, permissions review, and retention label application. We turn the shared drive into something staff actually use.
When storage is overflowing
Secure Storage Coordination
Inactive records preparation, box inventories, chain-of-custody documentation, and retrieval-ready storage coordination. Physical records under control, not piling up.
When destruction is overdue
Certified Destruction
Destruction review, approval workflows, certificate tracking, and documented disposition. Close out records the right way, with a paper trail that protects you when questions arise later.
When hiring compliance is the issue
Applicant & HR Records
Applicant record retention, hiring documentation, HR file cleanup, privacy-sensitive handling, and compliance tracking. No software. No burden on HR. Managed entirely by us.
When legacy records need a home
Historical & Archival Records
Digitization and indexing of legacy municipal, cemetery, board, property, policy, and administrative records. Physical history preserved and made searchable.
When accountability is required
Records Reporting
Backlog status, destruction candidates, storage volumes, digitization progress, and risk summaries; reported monthly for CAOs, clerks, directors, or boards who need to see where things stand.
When you need an ongoing team
Records Program Management
Full lifecycle records governance with policy development, staff training, ongoing maintenance, destruction cycles, and compliance oversight. A managed records program without building an internal team.
Experience & Scale

We've seen these situations before.

No client names. Just an honest picture of the types of records problems we've worked through; so you know we're not learning on your file.

500+boxes
Municipal records backlogBy-laws, council minutes, land records, operational files, and inactive HR files accumulated over decades with no inventory or retention schedule applied.
10K+files
Employee & applicant recordsHR files, applicant records, and hiring documentation across multiple departments; organized, retention-mapped, and non-compliant files identified for destruction.
50 yrsof records
Cemetery & historical recordsInterment registers, lot ownership documents, and burial records digitized, indexed, and made searchable; including handwritten historical ledgers.
Multidepartment
Municipal records modernizationClerk, finance, HR, planning, and operations files assessed, classified, and brought under a unified retention framework across a mid-size Ontario municipality.
Share
Pointcleanup
Board & agency digital recordsShared drives with years of unstructured files restructured with folder taxonomy, naming conventions, duplicate removal, and retention labels applied.
Experience areas
Records backlog remediation; paper, digital, and hybrid
Applicant records compliance under Ontario ESA
SharePoint and shared drive restructuring
Large-volume document scanning and indexing
Retention schedule development and implementation
Physical and electronic records; simultaneously
Cemetery and historical record digitization
Municipal clerk and council records governance
Audit preparation with short lead times
Records coordinator replacement coverage
Certified destruction with full documentation trail
PHIPA-aware handling for LTC and healthcare records
Why ClearPoint

Not just scanning. Not just advice.
Actual records work.

Many providers solve one piece of the problem. ClearPoint handles paper, digital, retention, storage, and compliance; from triage through to destruction.

Unlike scanning companies
We don't stop at image capture.
Scanning vendors hand you a hard drive. We handle indexing, retention decisions, storage coordination, destruction planning, and retrieval; the work that actually matters after the scan.
Unlike software vendors
We don't lead with a platform.
Most software demos assume your records problem is a technology problem. It rarely is. We fix the process and backlog first. Software decisions come after the work is understood.
Unlike consultants
We perform the work, not just advise on it.
Consultants write recommendations and leave. We can build the retention schedule, clean the backlog, restructure SharePoint, and manage the destruction cycle; then hand it back in order.
Unlike temporary staff
We bring a process, not just hours.
Temporary staff need direction. We arrive with a records management methodology, sector-specific knowledge, and a structured approach. You direct the priorities, we own the execution.
Who We Serve

We know your sector's rules and obligations.

Each Ontario sector has its own legislation, retention requirements, and compliance exposure. We come in already knowing what applies to you.

M
Municipalities
MFIPPA · Municipal Act · Clerk records · Council minutes · FOI obligations · Land records
SB
School Boards
FIPPA · OSR-related records · Student files · HR & applicant compliance · Board policy files
LTC
Long-Term Care
PHIPA · Resident records · Ministry inspections · Administrative files · Long-term retention
C
Cemeteries
Cemeteries Act · Interment records · Lot ownership · Historical registers · Digitization
U
Unions
Grievance files · Collective agreements · Member data · Confidential disposition
HC
Healthcare
PHIPA · Administrative & HR records · Inspection readiness · Destruction protocols
PS
Private Sector
ESA applicant compliance · HR files · Corporate records · Storage cleanup · Digitization
NP
Not-for-Profit
Board records · Grant documentation · Funder reporting · Member records · Practical programs
Why Organizations Act Now

Records problems don't stay quiet.
Something always forces the issue.

Most organizations know records are a problem for months or years before they act. Then one of these happens. Don't wait for the hard version.

01
Records staff retired or departed
A records coordinator, clerk, or admin retires and takes 20 years of institutional knowledge with them. No one knows where anything is or what the retention rules were. The backlog starts immediately.
02
Audit or inspection scheduled
A Ministry inspection, board audit, or accreditation review is coming. The organization realizes records are not in order with weeks or days to prepare. Fast remediation is the only option.
03
FOI request exposes a gap
A Freedom of Information request arrives and the records needed to respond are missing, disorganized, or were never tracked. Response deadlines are short and the exposure is public.
04
Storage is physically out of space
Filing rooms and off-site storage are full. No destruction review has been done. Records keep accumulating with no visible end, and the cost keeps climbing.
05
Digital records are out of control
SharePoint or shared drives have grown into something unnavigable. Duplicate files, no naming conventions, no access controls, no retention applied. Staff work around it instead of in it.
2-Week Assessment
Know exactly where you stand, in two weeks or less.
Written report delivered. No obligation to proceed.
  • Records inventory review; paper and digital
  • Backlog identification by department and volume
  • Retention compliance gap analysis
  • Destruction backlog and risk identification
  • SharePoint or shared drive review
  • Written report with severity ratings
  • Practical action plan, what to fix first
Request the Assessment →
No long-term commitment. Response within one business day.
No pricing is listed on this site. The right plan depends on your record types, volume, urgency, location, and compliance requirements. The assessment is where we determine scope; not before it.
Get Started

Request your
2-Week Records Assessment

We review your records situation, identify gaps and risks, and deliver a clear written action plan. No commitment beyond the assessment. No software. No added workload on your team.

What records you have and where they are
What you're legally required to keep and for how long
What's creating the most risk right now
The fastest path to bring things under control
Project-based or monthly support options, your choice
Prefer to call first?
289-469-0415
No name or email required to start the conversation.
Request a 2-Week Assessment
Send a short note. We respond within one business day to schedule a 20-minute intake call.

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