Trusted help organizing the documents that matter.
Whether you have stacks or boxes waiting to be sorted or want a filing system before paperwork builds up, Document Navigators creates practical physical and digital filing systems for individuals and families.
We can sort, label, file, scan, name, and index your documents so you can find what you need and maintain the system going forward.
$37 assessment applied to an approved project | Written fixed-price quote | Nothing discarded without your permission
You may need a new system, a paperwork reset, or both.
You do not need to have a large backlog to use this service. We can build an empty filing system for the records you expect to receive, organize documents you already have, or create a system that matches your physical files to your digital folders.
Every project begins with your goals. You decide what is kept, how broad the categories should be, and whether documents are organized physically, digitally, or both.
Service options
New Filing-System Setup
Create a binder, file box, labeled-folder system, Google Drive folder structure, or a combination designed around the records you use. This option is available even when you have no paperwork backlog.
Paperwork Reset
Sort existing stacks, folders, bags, or boxes into customer-approved categories. Label and file the documents, separate unclear items, and provide a simple guide to the finished system.
Document Digitizing
Scan selected paper documents into readable, searchable PDF files. Organize them in a customer-owned Google Drive folder or provide another approved digital delivery method.
File Naming and Digital Organization
Apply consistent filenames and place documents into clearly labeled digital folders so files can be found without opening each one.
Document Indexing
Create a spreadsheet showing what each document is and where it is stored. Depending on the approved scope, the index may include the document title or type, issuer, document date, physical location, digital filename or link, and customer-provided notes.
We do not place complete Social Security numbers, account numbers, medical identification numbers, or similar sensitive numbers in an index.
Physical and Digital System
Create matching categories for important original documents and digital reference copies. The physical labels, digital folder names, and system guide work together.
Choose a system that fits how you use your records.
Physical Filing System
- Binder, file box, or labeled folders
- Customer-approved categories
- Printed system guide
- Separate section for items that need a customer decision
Digital Filing System
- Searchable PDF files
- Consistent filenames
- Customer-owned Google Drive folders
- Digital folder guide or optional detailed index
Combined Filing System
- Important originals organized physically
- Selected digital reference copies
- Matching physical and digital categories
- One guide showing where records are stored
Begin with a $37 Document Organization Assessment.
Every household and document collection is different. We begin with an assessment to understand what you have, how you need to use it, and what type of physical or digital system will work for you.
Your assessment includes:
- Review of your organization goals
- Review of the volume and current condition of your paperwork, when applicable
- Recommendation for a binder, file box, Google Drive, or combined system
- Identification of sorting, scanning, file-naming, indexing, supply, and pickup needs
- Written project scope
- Fixed-price quote
- Estimated completion date
If you approve the quoted project within 14 days, the full $37 assessment fee is applied to your project price.
No open-ended hourly billing. You receive a written scope and fixed price before project work begins. We do not perform or charge for additional work without your written approval.
Your quote reflects the work your project requires.
The project quote is based on the document volume, amount of sorting, number of people or subjects represented, number of filing categories, physical or digital setup, scanning volume, level of file naming or indexing, supplies, and pickup or return needs.
A customer who needs an empty filing system and a customer who brings a mixed box of documents need different amounts of work. The assessment allows Document Navigators to price the actual result instead of assigning the same package to every household.
A clear process from assessment to return.
- 1
Schedule the assessment.
Tell us whether you need a new system, help with existing paperwork, digitizing, indexing, or a combination.
- 2
Review the project.
We discuss your goals and inspect the amount and condition of the paperwork, when applicable.
- 3
Approve the written quote.
You receive the exact scope, fixed price, supplies, transfer method, and estimated completion date before work begins.
- 4
We organize the approved project.
Unclear items are placed in a separate Needs Your Decision section. Nothing is discarded without written permission.
- 5
Receive and review your system.
Your original documents and finished system are returned with a brief walkthrough or written guide.
Bring your documents to us or ask about local pickup.
Office drop-off and collection are available by appointment at 7714 Matthews-Mint Hill Rd., Suite B-13, Mint Hill, NC 28227.
Local pickup and return may be scheduled when available. Pickup or return after 5 p.m. or on weekends carries an additional fee that is disclosed before the appointment.
Every container received is recorded as part of the project intake. The customer receives a custody receipt showing what was transferred.
Your documents remain yours. Every decision remains yours.
Personal records can contain private financial, medical, identity, family, and property information. Document Navigators uses clear handling rules so customers know what will happen before their documents are transferred.
- Written scope and fixed price before project work begins
- Custody receipt for documents or containers received
- Active projects stored away from public access
- Nothing discarded, shredded, or permanently removed without written permission
- Unclear items placed in a Needs Your Decision section
- No customer passwords requested
- Customer-owned Google Drive folders used when Google Drive delivery is selected
- Original documents returned with the completed project
- No added work or charges without written approval
Document Navigators provides administrative document organization. We do not interpret your records, decide what you should keep, create legal or tax retention schedules, prepare taxes, advise on insurance coverage, provide medical or financial advice, or provide legal advice. Ask the appropriate qualified professional when you need a decision about the meaning, use, or required retention of a document.
Practical help for individuals, families, seniors, and caregivers.
- A person who wants an easy filing system before paperwork accumulates
- A family with stacks or boxes of personal and household records
- An older adult who wants important documents easier to find
- An adult child helping a parent organize records
- A caregiver managing paperwork during a stressful period
- A household organizing records after a move, illness, retirement, or other major change
- Someone preparing documents to take to a doctor, insurer, CPA, government office, or another qualified professional
Frequently asked questions
Service boundaries
Document Navigators is a private paperwork and administrative document-assistance business. We provide organization, filing-system setup, scanning, file naming, and indexing for personal and household records. We do not provide legal, tax, medical, insurance, or financial advice; determine what a customer must retain; prepare tax returns; interpret records; or guarantee any result with an agency or professional. Customers control all decisions about their documents.
For this service launch we do not accept active litigation evidence or attorney case files, commercial record-management projects, wet, moldy, contaminated, infested, historically valuable, or unusually fragile records, shredding or permanent document disposal, or password-based access to any customer account.
Ready for a filing system you can find and use?
Schedule a $37 assessment to discuss what you have, what you want organized, and whether a physical, digital, or combined system will work best. You will receive a written fixed-price quote before project work begins.
By appointment in Mint Hill, serving individuals and families in Mint Hill, Matthews, Charlotte, Indian Trail, Monroe, Harrisburg, Concord, and surrounding communities.