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The record management platform for everyone—everywhere


Manage every type of record your business needs. Reliant RM empowers every team to design, deploy, and scale customized record-keeping solutions that adapt to their unique workflows—no heavy IT involvement required.

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Designed for everyone, endorsed by developers

This is empowerment for today’s agile, compliance-driven world.

With Reliant RM, business users become the makers of their own solutions, free to build, experiment, and adapt as they see fit. No waiting, no bottlenecks—just seamless creation, collaboration, and control.

No code, high control

Endless customization

Rapid adaptability

Secure & scalable by design

Move beyond manual record keeping

Still scanning records? Manually filing documents? Copying and pasting data into spreadsheets? Reliant makes it simple to digitize, automate, and scale your programs—no matter where you’re starting.

Wherever you are in your journey, Reliant makes the next step simple.

Digitize paper records so critical information is always accessible. Automate reporting instead of tracking updates manually. Standardize processes across teams, locations, and regulatory requirements. Connect existing systems to reduce duplicate work. Scale effortlessly with tools that adapt as your needs evolve.

Record Management FAQs

How do I get started with record management if we’ve never done this before?

Starting record management programs from scratch

Starting a record management program begins with working backwards from your goal, whether it’s meeting a certification standard or preparing for an audit. Identify the requirements you need to meet and focus on building the processes and records to support them. It’s not just about doing the work—it’s about being able to prove it. Choose a system that can map your records to the standards you’re targeting, ensuring everything is traceable and audit-ready. Look for tools that allow you to build custom forms and workflows, like inspection checklists or training logs, while offering pre-built templates to get started quickly. A platform that supports internal audits and reporting tools will save time and help you demonstrate compliance as your program matures. Reliant offers these capabilities, providing the flexibility to start small and scale as your needs evolve.

How can I integrate a new system with our existing tools and processes?

System integration with legacy tools

Integration is critical to avoid siloed data and duplicative efforts. The key is to look for platforms that offer API integrations and data import capabilities. You’ll want a system that can connect with your existing software (like spreadsheets, ERPs, or HR tools) and ensure data flows seamlessly between them. Reliant offers an Open API and custom integrations that make it possible to link your existing tools while gradually transitioning processes to a centralized platform. When evaluating systems, focus on compatibility and flexibility to avoid disruption.

How do I handle records for multiple regulatory frameworks or certifications at the same time?

Managing overlapping regulatory requirements

Managing records with multiple frameworks (e.g., ISO, OSHA, and state-specific regulations) requires a system that can integrate overlapping requirements while keeping documentation organized. Look for tools that provide regulatory libraries and allow for the creation of customized workflows for each standard. Reliant supports this complexity by allowing you to map requirements to specific records and track progress for each framework in a single, unified system.

How do I ensure consistency across teams with different roles and responsibilities?

Aligning teams

Consistency across teams and locations is one of the biggest challenges in company operationsA centralized system is essential for standardizing templates, workflows, and recordkeeping while allowing for regional customization where needed. Look for tools with role-based access controls, which allow each team to view, edit, or approve only the records relevant to their work. Additionally, centralized dashboards and collaborative features like shared task management and audit histories can keep everyone aligned while maintaining accountability.

How do I manage versions of forms and records to avoid errors and confusion?

Version Control and Document Management

Version control is one of the most overlooked yet critical aspects of record management. Without a system to track changes and archive previous versions, records can become messy and error-prone. Look for platforms that offer user-driven automated version tracking, approval workflows, and audit trails to ensure everyone is always working off the latest, approved version. Reliant enables version control for forms and records, ensuring old versions are archived but accessible, and all updates are properly documented.