Records Management   |   Retention   |   Disposition   |   Matter Mobility

FileTrail® is the industry-leading information governance software suite for highly-regulated markets throughout North America, the UK, and Europe. Since 2000, FileTrail has served forward-thinking organizations in the legal, corporate, and government markets by providing a centralized, clear view of all data within an organization across multiple repositories, including both physical records and electronic files. 

Designed as a fully integrated, enterprise software, FileTrail provides a modern data governance solution to help organizations automate compliance with internal policies, governmental regulations, and outside counsel guidelines (OCG), create custom policies and taxonomies per industry, and reduce risk through retention and disposition management to dramatically reduce costs.  

There’s a reason FileTrail has been leading the Information Governance market for 20+ years, and it all comes down to experience, customer service, and excellence. Stay on track with FileTrail — we’ll help you get there. Contact us for a quick discovery call today.

Intelligence, Insight &
Information Governance

Addressing the critical risk, regulatory and compliance facing your organization.

As risks associated with poorly managed information continue to grow, corporations, government entities, and law firms face more scrutiny about their information governance policies and procedures than ever before.

FileTrail provides visibility across all information repositories within your organization with ongoing monitoring and reporting to ensure compliance with legal, regulatory, and client requirements.

Miller Martin

We chose FileTrail to replace LegalKEY because of their user interface and commitment to development of the product.

We chose FileTrail to replace LegalKEY because of their user interface and commitment to development of the product.

We chose FileTrail to replace LegalKEY because of their user interface and commitment to development of the product.

We are looking forward to working with FileTrail on the implementation and integration with iManage to manage retention, disposition and deletion of both physical and electronic items.

Jenny Sanders
Director of New Business Intake and Records

FT Governance Quote 1

“FileTrail Governance provides powerful and flexible workflows for our Matter Mobility and firm-wide retention requirements.

We’re targeting significant process improvements, staff efficiencies, and overall time savings. FileTrail continues to exceed our expectations delivering innovative technologies, and a superior implementation experience.”

-- Am Law 50 Law Firm


FileTrail is a core part of our vision to automate controls on records retention and monitor compliance with firm policies and client requirements on an ongoing basis.

We value the FileTrail approach in providing visibility across multiple systems, as well as the responsiveness and support of its development team.

Christopher Egan
Assistant General Counsel for Information Governance


We thought it was important that the replacement for ARM/FileSurf lower our overhead costs, be easier to roll out, and provide more efficient processes for users. FileTrail has gone beyond our expectations in these areas. Their partnering approach has worked well according to our RM and our IT project staff. Their innovative features show a thought leadership we did not find in records management elsewhere.

Bret Chapman
Chief Administrative Officer


We chose FileTrail not only because our technical evaluation confirmed that it was the best technology fit for our records management and information governance needs, but also because the team’s focus, expertise, professionalism and overall commitment to client success are true cornerstones of their culture.

Debbie Dixon
Director of Records, Conflicts & New Business Department


FileTrail’s partnership with NetDocuments as well as its forward-thinking and holistic approach to retention, which incorporates both firm IG policies and OCG, made it the clear choice for our firm.

Randy Oppenborn
Chief Information Security Officer

Jackson Lewis

FileTrail stuck in there with the physical records management portion of its product, and also focused on expanding its IG retention policy management tools for both physical and electronic records so that law firms can manage policies across multiple repositories. That, combined with an exceptional reputation for customer service, is why FileTrail has become a front-runner in records management and IG software for law firms.

Bradlee W. Davis
Director of Records and Information Governance


The idea of replacing our firm’s legacy records management platform was initially daunting... So we took our time to find a solution that would provide a modern, integrated approach...

Not only does FileTrail meet all our needs, the exceptional service and support we’ve received throughout the process continue to exceed our expectations.

Records Team Leadership


Our firm chose FileTrail for their holistic approach to information management. Their advanced RM and IG solutions will automate review cycles and move our IG program forward.

Joanne Smith
Director of Enterprise Applications

FT Governance #2

“The team at FileTrail provide exceptional support from implementation through every step following. The FileTrail Governance tool has given the firm a better than 80% gain in efficiency with the retention and transfer processes by utilizing considerably fewer man hours and searching two data management systems at once.

From a risk management perspective, we can safely tell our clients and in-house counsel that all data in firm systems has been accounted for.

In less than one year, using FileTrail Governance, we have been able to delete over 3 million documents and email messages with the push of a button.”

- Am Law 50 Firm


Our records managers were impressed with [the proof-of-concept with] FileTrail. We quickly discovered that any option could be configured to meet the needs of respective offices, practice groups and staff.

Heather Morrow
Manager of Special Projects


With clients asking for increasingly detailed information on how we apply, review and manage retention policies internally, we initially set out to build our own tools.

When we learned about FileTrail GPS, we were impressed with the product vision which aligned with what we were trying to accomplish.

Chuck Barth
Director of Information Governance

miller nash

At every step of this initiative, our experience with FileTrail has exceeded our expectations. Their consultative approach helped us to identify ways to integrate our systems that have significantly improved functionality and efficiency.

Lori Hughes
Lead Operations & Information Security Officer


With the opportunity to implement a comprehensive records solution from our firm’s very beginning, we made sure to find the very best possible fit.

Not only does FileTrail provide a modern, integrated approach to RM/DM and an automated IG solution that will meet the firm’s needs indefinitely, but the quality of FileTrail’s customer service is unmatched.

Craig Pederson
Records Manager


After extensive research and product evaluations we chose FileTrail to replace ARM for our records management system. FileTrail’s deep expertise in the field of records management and its integration with such key vendors as Iron Mountain and iManage made it a front runner in our evaluation.

The deciding factor for us was FileTrail’s workflows and interface, which our professionals found to be highly intuitive and efficient.

Peter Bier
Chief Information Officer


FileTrail GPS, with its web services and web-based architecture, integrated nicely into our existing Intranet-based practice management platform. This was important because it minimized the training for lawyers and staff and increases our adoption rate

Joseph MacDonald
Team Lead, Enterprise Applications


FileTrail is all-encompassing, allowing us to manage physical as well as electronic records thanks to the integration with NetDocuments.

FileTrail is sleek and streamlined. It’s web-based and more user-friendly, more visual and better organized than LegalKEY.

The integration between FileTrail and NetDocuments has also helped us from a mobility standpoint… With FileTrail, we now have reporting capabilities we didn’t have with LegalKEY.

John Churchill
Records Department Manager


After reviewing several products, it was clear that FileTrail provided the best solution for automating document retention FileTrail is user-friendly, flexible and configurable, and we were impressed with how well it integrates with NetDocuments. FileTrail will free lawyers from having to worry about when files need to be disposed, significantly reduce administrative costs, and enable our IT and information governance teams to work more efficiently and effectively in supporting the business.

Maurice Tunney
Director of Technology and Innovation

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Unrivaled Experience
& Expertise

We are specialists in enabling effective information governance.

We know how challenging it is for enterprises in heavily regulated industries such as financial services, energy and life sciences to manage data. Similarly, legal departments and law firms face particularly complex information governance challenges, including retention requirements that can vary significantly across clients and jurisdictions.

Since 2000, FileTrail has been working closely with our customers to design, develop and support enterprise-class information management solutions that address the most rigorous requirements.

Find out why 200+ organizations have adopted FileTrail as the centerpiece of their information governance and records management strategies.

Latest News


Business Analyst

FileTrail is looking for a qualified candidate to join an elite group of US-based software engineers and quality assurance specialists …

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Marketing Coordinator

We are looking to hire a highly motivated and detail-oriented Marketing Coordinator to join our team. The marketing coordinator will …

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Join us at ARMA, Houston, April 26-27, 2022

ARMA Houston 2022 Annual Spring Conference – Booth 27

We will be in Houston for The ARMA Spring Conference. 

Please visit us at Booth 27 or join us at the Networking Social event from 5pm on April 26th 2022.

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Data Migration Specialist- Implementation

FileTrail is seeking a qualified Data Migration Specialist to work as part of a collaborative data migration team.

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Join us at Legal Week, New York, March 8-11, 2022

Live or work In the New York City area? Need to get out of the house? We will be in New York for Legal Week March 8-11, and would love to meet with you to discuss how we may help your firm with modern Information Governance Management, including our new Matter Mobility (Client File Transfer) options and exciting new integration options.

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FileTrail Article Featured in Briefing Frontiers 2022 Report

We’re pleased to contribute to the annual Briefing Frontiers report to help law firms in the UK and EMEA navigate the challenges of running a firm in a pandemic world with a hybrid or fully-remote workforce. The challenges are significant, and we’re proud to provide guidance and modern solutions for information governance management (records management, retention, destruction, matter mobility) for our clients.

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