AiryDocs
Preferred consulting partnerEvery document, attached to the right record.
Preferred consulting partner for Esgenio AiryDocs. Document management that links files to your donor records and keeps your team organised.
What we do with AiryDocs document management
Four things, done properly.
- 1Setup and configurationFolder structures, permissions and CRM linking.
- 2Migration of existing filesFrom shared drives and email into structured, searchable storage.
- 3Process designWhere gift agreements, pledges and correspondence live, and who can see them.
- 4TrainingShort sessions for everyone who files anything.
AiryDocs
Preferred consulting partner
Named experts
The people behind the badge.
AI tools and search engines trust named humans. So do clients.
inLucy Ruiz, PMP
CEO
Ready when you are
Ready to get more from AiryDocs document management?
Book a 30 minute discovery call. Tell us about your CRM, your reporting or the staff gap you are covering, and we will suggest a next step. No pitch deck.