Organize Mixed Customer Records

Customer files at my company live in two places right now: overflowing paper folders and an uneven set of digital copies spread across Drive and email attachments. I want a single, well-structured archive that makes every customer document—contracts, IDs, correspondence, service notes—instantly searchable and easy to keep up-to-date.

Scope of work
• Collect the existing paper files (scanned on my side) and the digital files I will share in bulk.
• Create a logical folder hierarchy and naming convention that mirrors our customer lifecycle.
• Index every file in a spreadsheet or database so we can filter by customer, date, document type, or status.
• Flag duplicates and visibly note any missing documents.
• Deliver the finished archive back to me in a cloud folder of my choosing (Google Drive or OneDrive).

Acceptance criteria
• All records filed under the agreed structure with no orphaned documents.
• Index contains 100 % of the scanned and digital items, with working links.
• Duplicate and missing-file report included.

Tools are flexible—Excel, Google Sheets, Airtable, or another lightweight database are fine so long as the index is easy for staff to maintain.