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
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 Rules, Enforced with Precision
Give clients control while maintaining compliance.
Let customers view and manage retention policies through a configurable interface that aligns with your destruction schedules and policies. Avoid accidental holds or unauthorized purges with guardrails built in.
Set Policy
Configure retention rules
Track Timeline
Monitor lifecycle
Alert & Review
Automate notifications
Execute
Controlled destruction
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.
