document-management-plan

What problem does it solve?

It helps family offices quickly produce a practical, security-aware document management plan that covers DMS selection, folder taxonomy, retention rules, and access/audit roles.

Core Features & Use Cases

• DMS planning output: Creates a structured “Document Management Plan” deliverable aligned to your operational interview inputs.
• Interview-driven taxonomy & governance: Captures DMS platforms, folder structure expectations, retention defaults, access roles, and audit cadence in an interview.json.
• Confidentiality-first workflow: Redacts sensitive values in any structured payloads used for external publishing and keeps verbose interview/artifact data out of INFO logs.
• Optional external delivery: Can write memories (when a memory DSN is configured) and optionally push the artifact to SharePoint, Asana, Snowflake, Outlook, Gmail, and Google Calendar via the Seren gateway.

Quick Start

Ask your advisor to generate a document management plan for your family office by defining your DMS platforms, top-level folder taxonomy, retention defaults, access roles, and audit cadence.