Services · Mobile app development · Document management apps

Birmingham document systems for engineering files, client records and school archives.

We carry out document management software development Birmingham firms, suppliers and trusts depend on to keep records ordered, protected and easy to retrieve. Codeeo builds the storage layer, version control, access rules, retention schedules and search, along with mobile apps for staff away from a desk. Birmingham has an unusual mix of professional services around Colmore Row, engineering supply chains across the West Midlands and large education and construction employers, and each of them keeps documents that someone will one day need to produce exactly as they were.

Our relationship with Birmingham clients is remote. Discovery interviews, design walkthroughs and user acceptance testing run by video call, with written records of every decision that affects permissions or retention. Because Birmingham clients often run several sites, recorded sessions also let colleagues who missed a call catch up without repeating the discussion.

Built for
Colmore business district firms, West Midlands manufacturers and suppliers, contractors, Jewellery Quarter businesses and multi-academy trusts in Birmingham.
Typical timeline
Once discovery has measured your file volumes, integration points and approval steps, we agree a phased plan and its timing with you.
What you own
The full codebase, storage, metadata, audit history and retention configuration, running in hosting accounts held in your organisation's name.
Rated
4.7 / 5 from 23 Google reviews

200+ companies servedFrom a first store to an ADX listed developer

Modon
Majid Al Futtaim
HP
Belkin
Dulsco Group
OneClickDrive
Hanayen
HMS
Clocksprings
Ghezlan

Core features

Capabilities chosen for how Birmingham organisations keep records.

A solicitor's office on Colmore Row, a tier two automotive supplier in an industrial estate on the edge of the city and a trust running a dozen Birmingham schools all need document management, but almost nothing else about their needs overlaps. The law firm cares about client confidentiality and file closure. The supplier must produce part approval evidence and engineering change history the moment a vehicle maker asks. The trust holds pupil and safeguarding records that demand tight access and careful retention. Contractors on regeneration schemes and the HS2 works around Curzon Street exchange drawings and method statements with dozens of subcontractors. Commercial disputes heard by the Business and Property Courts at Priory Courts on Bull Street rely on complete records. We pick from the capabilities below in discovery, then build the ones that remove your biggest risk first.

Explain your project
  • Part approval and quality packs

    For automotive and aerospace suppliers, each part number gets a structured pack holding drawings, control plans, inspection results and customer approvals. Packs are versioned against engineering levels, so the evidence for any shipped revision can be produced on request without searching through email.

    Customer quality requests answered from a single pack.

  • Engineering change control

    Change requests travel through review and approval with impacted drawings, procedures and work instructions linked. When a change is released, superseded documents are withdrawn automatically and the people who used them are notified to acknowledge the new edition.

    No one keeps producing to an outdated drawing.

  • Restricted safeguarding records

    Schools and trusts keep safeguarding and special educational needs records apart from general files, visible only to designated staff. Each access is logged, records follow a pupil when they move school within the trust, and retention follows your records management policy.

    Sensitive pupil records reach only the people entitled to them.

  • Client file lifecycle

    Professional firms open files from their practice management system, store correspondence and drafts against them and close them with a destruction date. Closed files become read only, and periodic review lists those ready for disposal under partner approval.

    Each client file has a clear start, finish and end of life.

  • Outlook filing and email capture

    Staff file emails and attachments to a client, matter, part or project directly from Outlook, with suggested destinations based on recipients and subject. Filed emails become searchable alongside other documents and inherit the same permissions and retention.

    Important email stops living only in personal inboxes.

  • Site document app for contractors

    Site managers and subcontractors view the current drawing set, method statements and permits on a tablet, capture photographs and signed briefings, and upload them against the right package. Offline mode covers basements and sites with poor coverage.

    Site evidence filed while the work is still fresh.

  • Supplier and hallmark certificates

    Jewellery Quarter makers and other small manufacturers keep material certificates, supplier declarations and hallmarking records from the Birmingham Assay Office with each order or batch. Expiry dates trigger reminders, and certificates can be shared with trade customers through a secure link.

    Provenance paperwork ready whenever a buyer asks.

  • Permission reviews and audit log

    Managers receive a scheduled list of who can access their folders and confirm or remove each person. Every view, edit, download and permission change is written to a log that administrators can filter and export for an internal or external audit.

    Access is checked regularly rather than assumed.

  • Scanned archive conversion

    Boxes of paper files from storage can be scanned by a bureau of your choice and imported in bulk, with text recognition, document type tagging and reference numbers read from cover sheets. The originals can then be destroyed under your policy once quality checks pass.

    Paper archives become searchable and storage costs fall.

  • Governance and board papers

    Trustees, governors and directors receive meeting packs through a secure library where each paper has an owner, a version and an approval date. Minutes are signed electronically and filed against the meeting, and members see only the committees they sit on, whether finance, audit or a local governing body.

    Board decisions are traceable to the exact papers considered.

Who we help

Birmingham organisations we build document systems for.

The organisations below share one trait: their documents carry obligations to someone outside the building, whether a client, a vehicle maker, a principal contractor or Ofsted. That outside party sets the standard the records must meet. Our discovery work starts by naming that party and working back to the controls you need. Document management software developers Birmingham organisations bring in should be able to explain those controls in plain terms, not just demonstrate screens, and that is how we run each conversation.

01

Professional firms in the Colmore business district

Birmingham is home to large regional offices of national law and accountancy firms as well as many independent practices. They need client files that stay confidential, close properly and are destroyed on time, with email captured and permissions managed by team. We build around the practice management system already in use and add the controls it lacks, so fee earners keep their existing routine while the risk team gains reporting it never had.

Integration with the practice system decides much of the scope.

02

Automotive and engineering suppliers

Suppliers across the West Midlands work to vehicle maker requirements such as IATF 16949, where document control, change history and part approval evidence are audited closely. We build part centric repositories that tie drawings, inspection data and approvals to each engineering level, with change control that withdraws obsolete documents from the shop floor. Customer portals can share approved packs without exposing anything else. Warranty claims and field returns can also be linked to the batch records involved, which shortens investigations considerably.

We work around your existing ERP part numbers.

03

Contractors on regeneration and infrastructure schemes

Contractors working on city centre regeneration and transport projects manage drawings, permits, inspection records and handover files with many subcontractors. We build package based workspaces, a tablet app for site teams and transmittal records that show exactly what each party received. At handover, the operations and maintenance file is assembled from records already filed rather than chased at the last minute. Snagging lists captured on tablets close against the same records.

Handover packs are planned from the first day of the project.

04

Multi-academy trusts and independent schools

Trusts running several Birmingham schools hold pupil files, safeguarding records, staff files, policies and governance papers. These need strict access by role, transfer when pupils move and retention that follows recognised guidance for schools. We build trust wide repositories with school level spaces, restricted areas for designated safeguarding leads and a policy library that shows each school the current approved edition. Governors receive their papers through the same system.

We design access with your designated safeguarding leads.

From first call to a system staff actually use.

  1. 01Records auditWe interview each team and review samples of their folders to find out what is kept, by whom, under which obligations, and where the current arrangements fail.
  2. 02Structure and rulesDocument types, metadata, retention periods and access roles are written into one agreed specification, approved by the people accountable for compliance before design begins.
  3. 03Screens and app designWe design filing, search and approval screens for desktop and mobile, then test them over video with the staff who will use them most and refine the flow.
  4. 04Development in releasesThe system is built in releases you can try on your own documents, beginning with storage and access, then workflows, integrations and the mobile app.
  5. 05Migration and scanningDigital files are mapped and moved in reconciled batches. Paper archives are scanned by your chosen bureau and imported with metadata and quality checks.
  6. 06Rollout by teamTeams move one at a time with recorded training and quick reference guides. We review search and filing data after each move and adjust before the next.

Technology

What we build this with.

We host in UK cloud regions with encrypted object storage, a relational metadata database and a dedicated search index. Sign in runs through Microsoft Entra ID or Google Workspace, with Outlook and Teams add ins where useful and native or cross platform mobile apps for field teams. Components are chosen so another competent supplier could maintain them, which keeps your options open.

01Mobile

  • Swift
  • Kotlin
  • Flutter
  • React Native

02Data and cloud

  • PostgreSQL
  • MySQL
  • MongoDB
  • AWS
  • Azure
  • Docker

03Marketing and tracking

  • GA4
  • Google Tag Manager
  • Search Console
  • Meta Pixel
  • Looker Studio

Questions Birmingham clients ask

Mostly professional services, manufacturing, construction and education.

Those four sectors make up a large part of Birmingham's economy, and each has records that an outside party will inspect. We also work with property, healthcare suppliers and charities. The sector matters less than the obligations behind your records, so discovery focuses on who could demand your documents, what they would expect to see and how quickly you would need to produce them.

Tell us what the business needs. We will tell you what to build first.

Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.

Get in touch

PROVEN RESULTS

4.7 / 5from 23 Google reviews