Serving Chicago
Chicago pairs a major financial and derivatives market with a deep manufacturing and logistics base, and one of the largest municipal governments in the country. Each brings a different documentation problem: trading and compliance records on one side, technical drawings and quality certifications on the other.
How We Work in Chicago
Most of our work is delivered electronically, so a Chicago engagement runs the same way it would from our New York office — assessment, structure, then automation. Where physical scanning or on-site handling is needed, that work is carried out through our partner Williams Lea, who maintain facilities in this market. You work with the same EDDM team from start to finish.
Who We Work With Here
- Financial and non-bank financial firms — SEC and FINRA alignment, investor communications, portfolio records
- Manufacturers — technical drawings, SOPs, certifications, supplier documents and version control
- Law firms — matter files, eDiscovery support and document review
- Municipal and public sector bodies — open-records obligations and audit readiness
Services in This Market
- Information structure and cleanup — standardise naming, clarify where records live, clean up legacy data
- Process and workflow design — map how information moves and streamline handoffs, approvals and tracking
- Systems alignment and automation — align CRM, email and cloud storage, then add light automation
- AI-ready foundations — prepare information and processes for AI-powered platforms
We also provide document management and scanning, eDiscovery support, records management and secure retrieval.
Get in touch to discuss a project in this market.