How Mesa for Public Records saved the San Francisco Assessor-Recorder 128,000 staff hours.Read the case studyHow Mesa for Public Records saved the San Francisco Assessor-Recorder 128,000 staff hours.Read the case studyHow Mesa for Public Records saved the San Francisco Assessor-Recorder 128,000 staff hours.Read the case studyHow Mesa for Public Records saved the San Francisco Assessor-Recorder 128,000 staff hours.Read the case study

For city clerks and public records officers

Public records requests, from intake to release.

Mesa proposes the responsiveness calls and redactions on each request, your staff approve them, and the release goes out with its response letter and withholding log.

What Mesa does on a request.

Log the request and set the due date

Mesa suggests the due date from your statute, counting business days and your office’s holidays, and logs every extension with its reason.

Clarify scope with the requester

Mesa drafts an acknowledgment letter with questions that narrow a broad request, and finds records you’ve already published so you can point the requester to them.

Collect from mailboxes and shared drives

Bring in mailbox exports, documents, video, and audio from Microsoft 365 or Google Drive, and Mesa organizes the pile before anyone starts reading.

  • Copies across custodians collapsed into one record
  • Email grouped into threads, so each conversation is reviewed once
  • Newsletters and automated notices set aside as bulk mail

Review for responsiveness and redact

Mesa proposes which records are responsive and what to redact, citing an exemption from your playbook, and nothing takes effect until your staff accept it.

  • Playbooks drafted from the law that governs your office
  • Redactions across documents, email, video, and audio
  • A history of every decision and who approved it

Send the release

Mesa assembles the release from the decisions your staff approved and keeps a snapshot of them, so you can always show what went out and why.

  • The released records, with redactions applied
  • A response letter in your office’s format
  • A withholding log with the exemption and rationale for each entry
Approved review decisions assemble into a release: a production of 38 records with redactions applied to documents, email, video, and audio; a response letter citing those counts; and a withholding log listing the exemption and rationale for each entry.
Office of the Assessor-Recorder, City and County of San Francisco

Case study · San Francisco Assessor-Recorder

62 person-years of records review, done in nine person-weeks.

California law requires county recorders to redact racially restrictive covenants. In San Francisco, Mesa searched 7.4 million pages and prepared each redaction, and staff approved every packet before it was rerecorded.

7.4M

pages reviewed

128K+

staff hours saved

9

staff on the project

7 in 10

packets approved with no edits

“This project would have taken years of manual work without Caldera. We are grateful to have such incredible partners.”
Joaquin Torres

Joaquin Torres

Assessor-Recorder, City & County of San Francisco

This work runs in Mesa’s Public Records workspace.

Explore Public Records

See Mesa work a request.

We’ll walk a request from intake to release and talk through how it would fit your office.