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Outside Counsel Guidelines & Client Retention Requirements

Records Management, information governance, Information Governance Software

The Information Governance Opportunity

High-profile security breaches and tougher laws and regulations governing data protection and data privacy have led to heightened client awareness of the risks associated with poorly managed information. 

The Evolving Role of Records Management

Records Management

Off the Record:  Q&A Interview on the Evolving Role of Records Management

Many law firms we work with report that the role of the records manager has changed in recent years. A growing number of firms view Records Management as a cornerstone of Information Governance — especially as clients are scrutinizing firm retention policies and as the industry as a whole is moving to embrace electronic documents and records.

In this fascinating Q&A interview with Off the Record, John Churchill, Records Department Manager at Nelson Mullins, shares his experience and insights on how the Records Department helps respond to client RFP requests; its contribution broader Information Governance initiatives; managing compliance with client-specific retention requirements; and the evolving role of the Records Manager within the firm.

Law Firms Choose FileTrail to Replace ARM and LegalKEY

Records Management, document management, LegalKEY

Two more prominent law firms: Osler, Hoskin & Harcourt LLP; and Miller & Martin decide to move to FileTrail. 

New Features Make It Easy to Transition from LegalKEY

Records Management

Today we are pleased to announce the release of several new features that make it easier for firms to switch from their old system to FileTrail. Many of these features were developed in response to the market need created by legacy RMS products, such as LegalKEY, which are no longer being updated to address current industry standards.

How a Global Law Firm Selected Its New Records Management Software (Part 2)

Records Management

In the first article in this series, we examined the technical criteria that Dentons used to assess records management software options. Now in Part 2, we’ll take a look at some of the other important assessment questions it asked before ultimately selecting FileTrail.

How a Global Law Firm Selected Its New Records Management Software (Part 1)

Records Management

In 2016, the Legal Services Management and the Chief Knowledge Officer (CKO) at Dentons decided it was time for a major records management software upgrade. Over the course of 10+ years, Dentons had expanded across the globe and now had more than 7,700 lawyers. Managing disposition and retention of the firm’s physical and electronic records using the limited automation of multiple legacy IT system was inefficient and costly. Its records management system functionality had stagnated and was unable to meet increasingly rigorous client and regulatory information governance requirements.

4 Reasons It’s Time To Replace LegalKEY

Records Management

If you haven’t heard, future development for LegalKEY is over. However, that’s no surprise to anyone still using LegalKEY. Although the company hasn’t announced their records management system is being sunsetted, customers haven’t gotten any significant upgrades or product enhancements in the last 5-7 years. To give you an idea of how little effort is going into LegalKEY these days, they’ve actually gone the way of ARM/FileSurf—by outsourcing product support.

Keep in mind that staying with a product that has taken this road doesn’t bode well for the future. HP sunsetted ARM, with a final end of life in the past.

Future-Proof Your Law Firm's Records Management Software at Intapp Inception

Records Management, information governance

Trending Topics and Patrick Tisdale Talks.  Don't Miss Out.

We’re excited about attending the upcoming Intapp Inception, San Francisco conference May 15th - 18th, 2017. The agenda promises many interesting discussions about the latest innovations in records management and information governance.

Friday Webinar:  Replacing LegalKEY or ARM/FileSurf?

Records Management, information governance

Replacing a Records Management System does require homework.

As you probably know, LegalKEY and ARM/FileSurf are being sunsetted, which means soon they'll no longer be supported. Don't get caught without a records management solution that sets you up for future success.

To help you with the homework mentioned above, that is replacing LegalKEY or ARM/Filesurf; the information governance experts at InOutsource are hosting a webinar this Friday April 28, 9AM - 10AM PT. During their presentation they'll demonstrate our 100% browser-based solution, which they stand behind as the most advanced records management platform for law firms.

Currency of the Digital Age & Records Management Software

Legal, Physical Records Management, Records Management, document management, information governance

Does your Records Management System let you be a good steward of your company's informational assets?