Services · Mobile app development · Document management apps

Document management built around UK records law, from Cardiff to Edinburgh.

Codeeo offers document management software development UK organisations use to store, version, secure, retain and search their records across every office they run. We build the repository, permissions, retention engine and search, plus web and mobile apps for staff. Records kept in Britain answer to UK GDPR, limitation periods, tax rules and sector regulators, and those obligations differ between England and Wales, Scotland and Northern Ireland. A good system applies the right rule to the right record automatically, wherever in the country it was created.

We work remotely with UK clients, running discovery, reviews and training by video call. That suits organisations with offices in several nations and regions, because every site can join the same session. Head office and regional managers hear the same explanation, which reduces the local workarounds that weaken national systems.

Built for
Multi office firms, national charities, housing groups, regulated businesses and public sector suppliers operating across the UK.
Typical timeline
We agree phasing and timing after discovery, based on how many offices, document types, integrations and legacy repositories are involved.
What you own
Source code, file storage, metadata, retention schedules and audit records, hosted in cloud accounts that belong to your organisation.
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

Platform capabilities

What a UK wide document system needs to handle.

National organisations face a records problem that single site businesses never see. A charity with services in Glasgow, Swansea and Belfast deals with three legal systems for limitation and, in the public sector, different freedom of information regimes. A professional firm with offices in several English cities wants one client file structure, not five local habits. A supplier to government departments may need to meet Cyber Essentials and apply records rules set by its public sector customers. At the same time UK GDPR, enforced by the Information Commissioner's Office, applies everywhere, and the Data (Use and Access) Act 2025 has adjusted parts of the regime. The capabilities below are designed to apply national rules consistently while respecting the differences between nations. Discovery decides which you need first, and we often begin with a single region to prove the model before rolling it out further across the country.

Explain your project
  • Jurisdiction aware retention

    Retention rules can depend on where a record was created or which law governs the relationship. A contract governed by Scots law may follow the Scottish prescription periods, while one under English law follows the Limitation Act 1980. The system applies the correct rule from metadata rather than relying on staff memory.

    Retention that reflects the law behind each record.

  • Multi office structure with shared standards

    Every office uses the same document types, naming and metadata, while local teams keep their own workspaces and managers. National reports show compliance by office, such as overdue reviews or unclassified files, so central teams can see where support is needed.

    One standard across the country, visible by location.

  • Freedom of Information and EIR support

    Public bodies and their contractors can log requests, search across repositories, collect material into a case, apply redactions and record exemptions considered. The register tracks statutory deadlines under the Freedom of Information Act 2000, or the Scottish Act for bodies in Scotland, along with environmental information requests.

    Requests managed with an audit trail of every decision.

  • Evidential integrity

    Documents are stored with hashes, immutable version history and tamper evident audit logs, following the principles of BS 10008 on the evidential weight of electronic information. If a record is challenged in a tribunal or court, you can show it has not changed since capture.

    Records that stand up when their authenticity is questioned.

  • Electronic signatures and approvals

    Approvals and signatures are captured inside the workflow or through a connected signing service, and electronic signatures are generally valid under UK law. The signed version is locked, with signer identity, time and method recorded alongside it, and the original is retained under the correct schedule.

    Signed documents filed and protected automatically.

  • Accessible interfaces

    Web and mobile screens are designed to WCAG 2.2 AA so staff using screen readers, magnification or keyboard navigation can file and find documents. That supports your duties under the Equality Act 2010 and the accessibility regulations that apply to public sector bodies.

    A system every member of staff can actually use.

  • Bilingual metadata and interface

    Organisations working in Wales can offer the interface, document type names and templates in Welsh and English, supporting the Welsh Language Standards that apply to many bodies there. Search handles both languages, so a record titled in Welsh is still found by an English query.

    Welsh language commitments met inside everyday tools.

  • Financial and tax record retention

    Invoices, payroll records and statutory accounts are classified and kept for the periods required by HMRC and the Companies Act, with exports ready for accountants and auditors. Records relating to open enquiries are placed on hold until the matter closes.

    Tax and company records kept for exactly as long as needed.

  • Field capture app across regions

    Inspectors, caseworkers and engineers in any part of the country use a mobile app to capture photographs, forms and signatures into the correct case, offline if necessary. Records reach the central repository with time, user and location, regardless of which regional team created them.

    Consistent evidence from every region, filed centrally.

  • Contract exit and records handback

    When a public contract or outsourcing arrangement ends, the system can package every record for a customer or successor supplier, with metadata, version history and a manifest. Material that must be destroyed instead is removed under a logged process, and a certificate of destruction is issued for the contracting authority.

    Contract endings handled cleanly, with proof for the customer.

Who it suits

Organisations that need one system across many locations.

National rollouts fail when a system designed for head office meets the reality of regional teams. We see four kinds of UK client most often, and each needs a different balance between central control and local freedom. Custom document management software development UK organisations commission makes most sense when that balance cannot be configured in an off the shelf product, or when an in house system must sit at the centre of the design. We say plainly when a packaged product would serve you better.

01

Firms with offices in several cities

Law, accountancy, surveying and engineering firms with offices in places such as Leeds, Bristol, Cardiff and Glasgow want one client file model, one set of permissions and one search across the whole firm. We build national structures with office level administration, conflict controls and retention that applies the right rule for each jurisdiction, connected to the firm's practice management and finance systems. Partners moving between offices find matters in the same place wherever they sit.

We usually pilot in one office before going national.

02

National charities and housing groups

Charities and housing groups working across the nations hold case records, safeguarding information, tenancy files and grant reporting. Regulators differ between England, Wales, Scotland and Northern Ireland, and so do some retention expectations. We build structures that keep each nation's records under the right rules, with restricted areas for sensitive casework and reporting that trustees can understand. Volunteers can be given narrow, time limited access to the folders their role requires.

Sensitive casework is designed with your safeguarding leads.

03

Regulated financial and professional businesses

Firms supervised by the FCA, the SRA or professional bodies such as ICAEW need records they can produce on request, with clear ownership and access control. We build repositories with approval trails, periodic access reviews and retention mapped to your regulatory obligations, so a supervisory visit or file review becomes a structured retrieval exercise instead of a scramble through shared drives.

Bring the rules your supervisor actually inspects against.

04

Suppliers to the public sector

Companies delivering contracts for central government, the NHS or local authorities often inherit records duties from their customers, including freedom of information cooperation, security requirements such as Cyber Essentials and return or destruction of data at contract end. We build contract level repositories that can prove compliance and hand records back cleanly when a contract finishes. Records for each contract stay separate from other customers' material throughout.

Contract exit is planned into the design from the start.

Our approach to a UK rollout.

  1. 01National discoveryWe speak with head office and a sample of regional teams, review the legal and regulatory duties in each nation you operate in and document where practice differs between sites.
  2. 02Records frameworkA file plan, metadata standard, retention schedule and access model are drafted for approval by your legal, compliance and data protection leads.
  3. 03Pilot designScreens and workflows are designed with one pilot office or region, tested over video call and adjusted until local staff find them faster than their current method.
  4. 04Core buildWe build storage, permissions, search, retention and the integrations with identity, finance and line of business systems, releasing working versions for your testing.
  5. 05Regional wavesOffices migrate in planned waves with reconciled data moves, local champions and recorded training, so lessons from each wave improve the next.
  6. 06Ongoing governanceRetention reviews, access recertification and usage reporting continue after rollout, with changes to the file plan controlled through an agreed approval route.

Technology

What we build this with.

Systems are hosted in UK cloud regions, such as Azure UK South and UK West or AWS London, using encrypted object storage, a relational metadata store and a search index. Identity runs through Microsoft Entra ID or Google Workspace, with security aligned to NCSC cloud guidance. The document management software developers UK clients meet on our team explain each choice in writing.

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 about UK document management projects

It depends on scope, so we explain the cost drivers rather than quote a figure upfront.

The number of offices, document types and workflows sets the base. Each integration with finance, HR, practice or case management systems adds work, as does migrating large legacy repositories and scanning paper archives. Requirements such as legal hold, Welsh language support or freedom of information case handling add further scope. After discovery we price phases separately, so you can fund the most important part first and judge the results before committing further.

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