Services

Automating content and records management
for regulated operations.

We help organizations automate the processes that classify, route, and ingest content into their existing content and records management systems, reducing manual effort and compliance risk.

By automating the steps where content is manually handled, Counterpoint helps organizations reduce errors, improve consistency, and strengthen audit readiness across their information lifecycle.

Capability suite

Automated content and records workflows, delivered end to end.

We design and implement automated workflows that govern how content is captured, classified, retained, and disposed, while integrating with your existing content and records management platforms.

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Records retention & disposition

Implement policy-driven retention and disposition across paper, digital, and hybrid records to reduce risk and simplify audit readiness.

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Searchable, governed content

Make documents, contracts, and business records easy to find with metadata, taxonomy, and intelligent content indexing.

⚙️

Capture & content automation

Automate ingestion, classification, extraction, and validation so content enters your systems accurately and instantly.

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Secure access & audit trail

Preserve chain of custody, enforce access controls, and log every content action for compliance and investigations.

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Information governance

Align your enterprise taxonomy, policies, and workflows to deliver consistent governance across teams and systems.

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Integration with core platforms

Connect content, records, and process systems so policy, metadata, and approvals move seamlessly across your tech stack.

Counterpoint Products

Accelerating records automation with ReadyDocs

ReadyDocs is Counterpoint's production‑ready solution for automating the processes that prepare content for existing content and records management systems. It helps organizations consistently classify, route, and ingest information into platforms like Microsoft SharePoint with Purview, OpenText Content Management, and Box, reducing manual effort and compliance risk without disrupting established investments.

Learn more about ReadyDocs →

Platform readiness

Built for the systems that manage your information.

We deliver content and records solutions on the platforms your organization already trusts while bridging gaps between collaboration, content services, and process automation.

  • • OpenText content services and records governance
  • • Microsoft 365 / SharePoint compliance and retention
  • • Flowable-enabled process-aware document workflows
  • • Azure cloud security, search, and archive integration

OpenText

Enterprise content and records management

Secure, compliant content services built for regulated industries, with records capabilities that scale across mission-critical systems.

Microsoft 365 / SharePoint

Collaborative content with governance

Bring structure and retention to your digital workplace while preserving the flexibility your teams need.

Flowable

Process-aware records workflows

Embed records governance into automation with approval routing, intelligent document handling, and audit-ready process controls.

Outcomes

What modern content and records management delivers.

30%

Faster content retrieval

100%

Audit-ready records visibility

Reduced

Manual compliance effort

Consistent

Policy enforcement across silos