Getting Started

What Happens During a Records Assessment Call

Filing cabinet representing a records assessment

A Low-Pressure Conversation, Not a Sales Pitch

For a lot of clerks and fiscal officers, the hardest part of fixing a records problem isn't the work itself, it's the first phone call. Nobody wants to sit through a sales pitch, and nobody has time to sort out a long questionnaire before they even know if it's worth pursuing. Here's exactly what a 15-minute assessment call with Axis & Rise actually involves.

What Will We Actually Talk About?

The call is built around three simple questions, asked in plain language, not records-management jargon:

  • What does your current system look like? Filing cabinets, a shared drive, an old software platform, or some mix of all three. There's no wrong answer here.
  • Roughly how much are we talking about? An exact count isn't needed. A rough sense of volume is enough to scope the conversation.
  • What's the specific pain point? Slow public records requests, an upcoming audit, a staff transition, or just a general sense that things have gotten out of hand.

What Won't Happen on the Call?

No contract gets signed on the call, and no payment information is requested. The goal is to understand your situation well enough to tell you honestly whether Axis & Rise is a fit, not to close a deal on the spot.

What Happens After the Call?

If it looks like a fit, the next step is a written quote based on volume, priced transparently before any work begins. If it doesn't look like a fit, or the timing isn't right, that's a perfectly fine outcome, and there's no pressure to move forward before you're ready.


Frequently Asked Questions

Is the assessment call really free?
Yes. There's no cost or obligation to the call itself.

How long does it take?
About 15 minutes, sometimes less if the situation is straightforward.

Do I need to prepare anything beforehand?
No. A rough sense of your current system and volume is all that's helpful to have in mind.

Schedule Your Assessment Call