Our Services
At its core, MuniRM is about more than records—it’s about protecting history, promoting accountability, and empowering local governments to operate with clarity, integrity, and confidence so their communities can thrive. By combining expertise with a passion for public service, Megan and Aimee are redefining how municipal records management can—and should—be delivered. Here is how we can serve you.
Electronic Records Management (On-Site or Virtual)
We assist organizations in building effective digital records systems by creating logical folder structures, consistent naming conventions, and meaningful metadata. Our approach ensures that each electronic record is easily accessed, properly classified, and retained according to approved schedules. While we specialize in the use of Laserfiche solutions, we are proficient in a variety of electronic records management platforms and tailor our solutions to fit each client’s specific environment.
Physical Records Management (On-Site)
Our team provides on-site support to help you organize, classify, and manage your physical records holdings. We guide you through inventory creation, storage optimization, and the proper disposition of outdated materials to ensure compliance and efficiency. Whether addressing long-standing backlogs or fine-tuning existing file systems, our goal is to help bring order and accountability to your paper records.
Training and Education
(On-Site or Virtual)
We deliver engaging and practical training sessions for records managers, clerks, and staff at all levels of experience. Our offerings range from general records management fundamentals to customized, organization-specific training programs that build confidence and enhance compliance. Each session is crafted to be relevant, actionable, and aligned with current best practices in public records administration. To view previous presentations, visit our Resources page.
Policy Drafting and Development (Virtual)
Using our expertise in local government operations and regulatory requirements, we research, draft, and help implement clear and effective records management policies and procedures. Our policy development process balances legal compliance, operational efficiency, and transparency, creating a strong foundation for sustainable information governance. To access policy templates and other useful resources, visit our Resources page.
Retention Schedule Development (On-Site or Virtual)
We collaborate with your staff to review, refine, or completely rebuild your records retention schedule. Whether updating outdated classifications or developing a schedule from the ground up, our process ensures consistency, compliance, and practicality. We focus on creating tools that are understandable, easy to apply, and aligned with your organization’s regulatory and operational needs.
Clerk Mentoring (Virtual)
Drawing on more than three decades of combined municipal clerk experience, we offer personalized mentoring for clerks who are new to the profession or seeking support in specific areas. Our mentoring sessions provide guidance, resources, and encouragement tailored to the unique demands of local government service.
Digital Tool Assistance
(On-Site or Virtual)
We help clients make the most of their digital tools by designing efficient workflows, reinforcing best practices, and providing hands-on training. Our consultants are fluent in a wide variety of software used by clerks and record managers. Whether developing an automated process or optimizing a records management platform, we ensure technology enhances—not complicates—your daily operations.
As independent consultants with extensive local government leadership and records management experience, our approach is grounded in collaboration and partnership. We provide proven expertise and practical strategies that may require organizations to adapt or shift current practices.
To ensure that clients receive the greatest value from our work, we ask for openness and a willingness to engage with expert recommendations. Our goal is for every client to conclude each engagement feeling confident and equipped to sustain effective records management independently.