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Document Digitisation & Compliance Management

Your paper mountain, finally organised.

We collect every cert, invoice, insurance policy and compliance document from your van, your office, your glovebox — scan and categorise the lot, build you a phone-friendly digital filing system, and set automated reminders so nothing expires without warning.

Electricians Plumbers Builders Mechanics
Pile of trade documents, certificates and invoices on a desk waiting to be organised
Audit Ready

Sound familiar?

Most trades businesses in Ireland run on skill, reputation, and hard work. The paperwork? That's the part nobody planned for. Safe Pass certs in the glovebox. Insurance renewals buried in email. RGI registrations photocopied once and never seen again.

It works — until a site manager asks for your documentation, or a Revenue inspector calls, or your public liability renewal slips past unnoticed. At that point, a filing problem becomes a business problem.

How we solve it

Missing certificates

Safe Pass, Manual Handling, CSCS — somewhere in a pile, possibly expired.

Expired insurance

Public liability and employer liability renewal dates that come and go unnoticed.

Compliance gaps

Regulatory registrations, tax clearance and compliance documents scattered across three locations.

Audit anxiety

The sinking feeling when someone asks to see your documentation and you're not sure where it is.

Three steps from chaos to clarity

01

Collection

We come to you — your workshop, office or van — and physically collect every document, folder, envelope and loose sheet. Nothing is left behind. No sorting required on your part.

  • On-site collection across Dublin and surrounding counties
  • Secure chain of custody from collection to return
  • No disruption to your working day
02

Scan & Categorise

Every document is professionally scanned at high resolution, named clearly, and sorted into a logical category structure built specifically for trades businesses operating in Ireland.

  • High-resolution scanning with OCR text recognition
  • Categorised by document type, date and relevance
  • Duplicates identified and consolidated
03

Digital Filing System

Your documents go into a clean, structured digital system you can access from your phone, tablet or laptop. Simple enough that you'll actually use it. Organised enough that you can find anything in seconds.

  • Phone-accessible from anywhere
  • Folder structure tailored to your trade
  • Search by document name, date or category
04

Automated Reminders

Every cert, insurance policy and compliance deadline gets an expiry date logged. The system sends you reminders well before anything lapses — giving you time to renew, not scramble.

  • Reminders at 90, 30 and 7 days before expiry
  • Covers insurance, certs, registrations and licences
  • Delivered by email and SMS
05

Handover & Training

Once your system is built, we walk you through it. A short, practical session so you and your team know exactly how to find documents, add new ones, and keep things tidy going forward.

  • One-to-one walkthrough of your new system
  • Simple guide for adding documents yourself
  • Follow-up support included

Built for Irish trades

Electrician in high-vis jacket reviewing compliance certificates and documentation on a workbench
Electricians

RECI registration, Safe Pass, electrical completion certs — all in one place

Plumber in work clothes standing beside a van, holding a folder of compliance documents and certification papers
Plumbers

RGI certs, gas safety records and insurance all tracked automatically

Every document type covered

Certs, invoices, insurance, tax clearance, registrations, licences and more.

Reminders before expiry

Automated alerts at 90, 30 and 7 days — never miss a renewal date again.

Builder in hard hat and hi-vis vest reviewing site inspection documents and compliance paperwork at a construction site
Builders

CIF registration, CSCS cards, H&S plans — audit ready at any time

Mechanic in overalls at a workshop desk organising vehicle service records, MOT certificates and trade documentation
Mechanics

SIMI membership, NCT authorisation and service records digitised and searchable

What each service includes

Document Collection

Physical collection from your premises, van or storage unit.

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  • Scheduled collection at a time that suits you
  • Covers Dublin and surrounding counties
  • Secure document handling and chain of custody receipt
  • All physical documents returned after scanning
  • Suitable for any volume — from one folder to several boxes

Scanning & Indexing

High-resolution scanning with intelligent document naming and categorisation.

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  • 600 DPI scanning for sharp, readable digital copies
  • OCR processing for text-searchable documents
  • Consistent naming convention applied to every file
  • Documents sorted into trades-specific categories
  • Expiry dates extracted and logged during indexing

Filing System Build

A structured digital system built to fit your trade and your working habits.

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  • Cloud-based system accessible on any device
  • Folder structure tailored to your specific trade
  • Permissions set so you control who can view what
  • Simple enough to maintain without technical knowledge
  • Expandable as your business grows

Renewal Reminders

Automated alerts for every cert, insurance policy and compliance deadline in your system.

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  • Reminder schedule set per document type
  • Email and SMS notification options
  • Dashboard view of all upcoming renewals
  • Easy to update when you renew a cert or policy
  • Covers all Irish trades compliance document types
Professional document scanning process showing organised paperwork being digitised with high-resolution scanner in a clean office environment

Methodical. Thorough. Practical.

We've built our process around the reality of how trades businesses actually work in Ireland. You don't have a filing clerk. You don't have time to organise paperwork between jobs. And you certainly don't need a complicated system that requires training to use.

Our approach is to do the heavy lifting for you — collect, scan, sort and build — then hand you something simple that you can maintain yourself with minimal effort.

About Our Approach

We're based in Dublin

Built specifically for Irish trades

Generic document management platforms are built for offices. They assume you have an admin team, a filing system already in place, and time to configure software. We built OpenReferium for the opposite situation.

We understand the specific documents Irish electricians, plumbers, builders and mechanics need to maintain. We understand the regulatory landscape — RECI, RGI, CIF, SIMI, Safe Pass, Revenue compliance — and we've built our categories and reminder system around it.

Trades-specific document categories
Irish regulatory compliance framework
Physical collection — no courier, no scanning yourself
System simple enough to maintain from a phone
Based in Dublin, serving businesses across Ireland
Business owner using smartphone to access organised digital filing system showing trade certificates and compliance documents
Access from anywhere

Ready to sort the paperwork, once and for all?

Book a collection and we'll handle everything from there.