How We Work — Progress Point Direct

The Five Steps

From scattered papers to a working system

Every project follows the same five-step process, adapted to the volume and complexity of your documents.

01

Initial Consultation

We begin with a free consultation, either by phone, video call or in person. You describe what you have, roughly how much, and where it's kept. We provide an overview of the process and a time estimate.

02

Sorting & Categorisation

We work through every document. Each one is assigned to a category: insurance, loans, utilities, property, tax, personal records. Within categories, items are ordered by date and relevance. Duplicates and clearly outdated items are flagged for your review.

03

Scanning & Naming

Physical documents are scanned at archival resolution. Each file is named using a consistent convention: YYYY-MM-DD_Category_Description. The naming system is documented so you can maintain it yourself after delivery.

04

Archive Setup & Reminders

The structured folder system is set up on your preferred platform. Every document with a deadline, renewal date or filing obligation gets a reminder configured. We go through the reminders with you before handover.

Step 5

Annual Revision

Once a year we return to update your archive. This is included as part of the ongoing service.

New documents added

Any documents accumulated since the last session are sorted, scanned and added to the archive.

Expired items archived

Documents that are no longer active are moved to an archive folder, keeping your main view uncluttered.

Reminders reviewed

All deadline reminders are checked and updated for the coming year.

System integrity check

We verify that the folder structure is intact and that naming conventions have been maintained.

Annual document review session in progress

Physical or Online

Two ways to work with us

Both options deliver the same result. The method depends on your location and preference.

Physical Visit

We come to your home or office in Zagreb. We bring scanning equipment and work through your documents on-site. Your originals never leave your premises. Available in Zagreb and surrounding areas.

Online Service

You photograph or scan your documents using your phone or a home scanner. Share them with us via a secure link. We organise the digital archive and deliver it back to you. Works for clients anywhere in Croatia.

Important to Know

What this service is and is not

Progress Point Direct is an organisational service. We help you find, sort and store your documents. We do not provide financial advice, legal advice or recommendations on specific products, policies or contracts.

We take every document you have and place it into a logical, consistent category structure. Insurance, loans, utilities, property, tax, and personal records each get their own section.

Every physical document is scanned and named using a consistent system. You receive a digital archive where any document can be found by searching for its date, category or description.

Every document with a deadline gets a reminder. Insurance expiry, loan renewal, tax filing, vehicle registration, contract end dates. You receive notification in advance.

We do not advise on which insurance policies to keep or cancel, which loan terms are favourable, or any financial or legal decisions. Those decisions belong to you, with advice from appropriate licensed professionals if needed.

Ready to get started?

Contact us for a free initial consultation. We'll explain the process and give you a time estimate based on your situation.

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