Clipeum IT

Find any document in seconds. Keep it compliant for years.

Lost files, cluttered folders and 10 versions of the same contract. We implement secure, centralised document management in Microsoft 365 that your team will actually use.

What good looks like

  • One organised structure

    SharePoint and Teams laid out around how your business works.

  • Search that works

    Metadata and naming so the right document comes up first.

  • Version control

    One current version, with a full history behind it.

  • Secure sharing

    Share externally without losing control of sensitive files.

  • Retention rules

    Documents kept for as long as the law requires, then removed.

  • Workflow

    Reviews, approvals and sign-offs built into the document itself.

Easier collaboration, lower admin, stronger security

A well-run document system means less time hunting and more time working. It also makes audits simpler, because you can show where information lives, who can see it and how long you keep it.

Done properly, it's also the foundation for Copilot and AI tools, which rely on your documents being well organised and correctly permissioned.

How we set it up

  1. Audit

    What you have, where it lives, who can see it and what's duplicated or obsolete.

  2. Structure

    A SharePoint design based on how you work, not a copy of the old folder tree.

  3. Migrate

    Content moved in phases with permissions mapped, and nothing lost.

  4. Govern

    Labels, retention and sharing rules applied automatically.

  5. Train

    Short sessions so people find things faster on day 1 than they did before.

Compliance built in

  • Retention labels

    Keep records exactly as long as the law or your contracts require, then dispose of them properly.

  • Audit trails

    Who opened, edited or shared what, and when.

  • Sharing controls

    External sharing allowed where the business needs it and blocked where it doesn't.

  • Access reviews

    Regular checks that the right people, and only the right people, can see each library.

  • Version history

    Every change kept, so nothing is ever truly lost.

  • Evidence for auditors

    The controls and records ISO 27001, Cyber Essentials and your customers ask to see.

Document management questions

Why move off a file server?
A file server can't tell you who shared what, apply retention automatically, let people co-author a document or work safely from anywhere. SharePoint and OneDrive do all of that and are already in your Microsoft 365 plan.
What about paper and scanned documents?
Scanned documents can be captured, made searchable and filed automatically. We often start with the post and invoices.
Can we keep some things longer than others?
Yes. Retention is set per type of content, so contracts might be kept 7 years, HR records for a set period after someone leaves, and general working files for less.
Will our people actually use it?
They will if it's designed around how they work and they've been shown it. That's why the audit and training steps matter as much as the migration.

Talk to a person who knows IT, not a script.

Tell us what's frustrating you about your IT or security. We'll give you an honest view of what we'd change, whether or not you work with us.