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Our approach to Document Management provides businesses with a range of options from light-touch implementations for teams or departments, to large scale enterprise document management projects for global organisations.

We are at the forefront of delivering SharePoint Document Management and Collaboration solutions

It’s unlikely you’ll spend a day at work without managing a document in some way or another. Whether you’re searching for and reading documents, filing, sharing or editing them, we know it’s an essential part of your day. 


IDC has estimated that the typical enterprise with 1,000 knowledge workers wastes somewhere between £2 million and £2.9 million per year failing to find relevant information, searching for non-existent information, or recreating information that can't be found.


What can we do for you?

We want to make it as easy as possible for you to manage and share documents and collaborate easily with your colleagues. You shouldn’t have to sweat the small stuff and spend your time searching for files - your time is much better spent doing what you are meant to do, rather than managing documents.

Our approach to Document Management (DM) provides businesses with a range of options from light-touch implementations for teams or departments, to large scale enterprise document management projects for global organisations. 

From a technology perspective, our solutions take advantage of Microsoft SharePoint, with out-of-the-box features or bespoke customisations optimised for your specific needs. This is combined with a well-planned and efficient information architecture, a solid governance plan and best-in-class 3rd party tools as required. We’ll make your document management and collaboration project a success centred around four key themes:


User Experience

The user is at the heart of ClearPeople’s DM experience with an intuitive structure for filing, and seamless integration into Microsoft Office on your desktop, on your mobile device or in the cloud. 

  • Simple user experience
  • Organise and structure
  • Mobility
  • Microsoft Office integration
  • Office 365 integration



One of the main goals of an effective DM system is to improve efficiency. Findability, ease of use and enhanced collaboration between teams and departments and across entire organisations is at the heart of this increased productivity. Combined with helpful alerts, workflows and processes, a document management solution from ClearPeople dramatically transforms the way you work with documents and emails with colleagues, both internally and externally.

  • Internal and external sharing
  • Document collaboration
  • Document linking
  • Email management
  • Workflows and approvals
  • Search
  • Alerts
  • Self-service



Fundamental to any information management system is the ability for you to trust that sensitive information is well protected. When accessing systems and collaborating with external or internal groups, we’ll ensure the feature set meets robust compliance and regulatory standards.

  • Security scoring
  • Deal rooms and extranets
  • Information rights management
  • Single sign-on
  • Advance threat protection



We will ensure that your organisation’s document-related business processes are governed to give you better control over how you track and manage activities and workflows, all through a self-service framework with the ability to put preventative measures in place for undesired activities. Administrators can help the organisation to understand and control how, where and when information is used and shared, and by whom. 

  • Conditional access
  • Document signature
  • eDiscovery
  • Document security and control
  • Auditing and document history
  • Records management


How can ClearPeople help?

Without a formalised document management system, content is often saved in a decentralised way and, left unmanaged, makes it hard for individuals to create, share and collaborate on documents effectively. With ClearPeople’s expertise in document management systems, you will get the very best consulting from our award-winning team, and your business will enhance its productivity and efficiency through a best-of-breed document management system on a future-proof platform.

We have built a reputation as the go-to supplier for robust, tailored Microsoft SharePoint document management solutions and solidified our reputation as the industry leader by being awarded Agent of Change at the Metalogix Best of Breed Awards and twice winning the Project of the Year at the Document Manager Magazine Awards for our work with The Crown Estate and Shoosmiths.


Let’s talk DM!

If you would like to review how a document management and collaboration solution can increase efficiencies within your team, department or organisation, and assess your likely return on investment, we will be very happy to arrange a business based consulting workshop with our team to determine the right solution for you.  

  • Want to create and manage project/matter/case management sites based on pre-defined templates? Talk to us about our Automated Provisioning Manager tool.
  • Want to know more about Matter Center for Office 365? Read more here.
  • Want to integrate your documents into your Microsoft Office and Outlook experience? Speak to our team who can guide you through the options to support your needs.

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