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Register your interest
What is your name, how do you like to be addressed?
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Type your best contact email below
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What brought you here today?
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1. How are you currently storing and organising your historical research documents? (Select all that apply)
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1. How are you currently storing and organising your historical research documents? (Select all that apply)
Local folders on my PC/Mac
Cloud storage (Google Drive, Dropbox, OneDrive)
Attached directly within genealogy family tree software
Physical binders and paper files
A mix of everything, and it’s a bit of a mess
2. What is your biggest frustration when managing historical evidence? (Select your top 2)
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2. What is your biggest frustration when managing historical evidence? (Select your top 2)
Finding a specific document I know I saved months ago
Duplicating files because one document references multiple people/places
Keeping track of different transcription drafts and translations
Sharing clear, professional evidence packages with clients or family
Creating and maintaining a consistent naming or numbering system
3. Do you currently use a unique reference numbering system (like RH0001) for your digital files?
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2. What is your biggest frustration when managing historical evidence? (Select your top 2)
Yes, I have a strict system.
I try to, but it often falls apart.
No, I rely entirely on file and folder names.
4. Are you conducting research primarily for your own family tree, or are you managing projects for paying clients?
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2. What is your biggest frustration when managing historical evidence? (Select your top 2)
Primarily personal family history
I am a professional researcher managing client projects
A mix of both
5. If you had a magic wand, what is the ONE feature a document management tool must have to make your research life infinitely easier?
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We take your digital privacy as seriously as you take your research. We will never sell your data.
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