Dashboard
Secure Customer Access for Records Requests
Empower your clients with self-service access, real-time visibility, and enterprise-grade security.
Let Your Customers Self-Serve—Anytime, Anywhere
Empower clients with 24/7 access to request pickups, place orders, and manage records—without tying up your team.
O'Neil Order gives your customers a secure, intuitive portal to request services, track orders, and manage retention—without calling or emailing your staff. Built to meet the compliance and access demands of today's records environment.
Built-In Protection Your Clients Expect
SOC 2 Type II and ISO 27001:2022 certified.
O'Neil Order includes the same security standards as the rest of the O'Neil platform—including SSO, MFA, password recovery tools, and permission-based access to ensure only the right users see the right data.
Identity and Access Management
Certified Compliant
Role Based Access Control
* SOC 2 Type II and ISO 27001:2022 certifications apply fully to O’Neil’s hosted/cloud environment.
For on-premises deployments, they apply to O’Neil’s software development, delivery, and support
practices; customer-managed infrastructure and operational controls are outside the certification scope.
Improve Client Experience, Reduce Manual Work
A better way to interact with your customers—faster, smarter, and more secure.
With O'Neil Order, your clients can place orders, retrieve documents, and manage records retention independently. That means fewer manual tasks for your staff and better responsiveness for your customers.
Retention Code Assignment, Controlled by You
Give clients the access they need without giving up control.
Let customers assign approved retention codes to their records through a secure, configurable portal. Retention policies, schedules,
and destruction workflows remain governed by your organization’s rules and managed within the O’Neil platform.
Select Record
View eligible record details
Assign Code
Choose from approved retention codes
Submit Request
Send updates through the portal
Maintain Control
Policies and disposition remain governed by your team
Tailored Access, Branded for You
A portal that’s built to reflect your business and meet your client needs.
With O'Neil Order, your clients can place orders, retrieve documents, and manage records retention independently. That means fewer manual tasks for your staff and better responsiveness for your customers.
Give Clients the Secure Access They Expect
A portal that’s built to reflect your business and meet your client needs.
Book a live demo and see how your customers can manage their records, securely and efficiently, with O'Neil Order.
