Beyond Records

Information Governance  |  Records Management  |  Matter Mobility

About FileTrail

FileTrail is reshaping the information risk management landscape, enabling firms to meet urgent client demands, pass audits and address new compliance rules with a modern approach to records management and information governance. 

FileTrail centralizes, simplifies and automates the IG life cycle, including policy management, document review and disposition — integrating across physical records and electronic repositories — so firms can address OCGs, lateral intake, matter mobility and client audit response. 

It’s time to move beyond records management, and FileTrail is leading the way.

About FileTrail

FileTrail is reshaping the information risk management landscape, enabling firms to meet urgent client demands, pass audits and address new compliance rules with a modern approach to records management and information governance. 

FileTrail centralizes, simplifies and automates the IG life cycle, including policy management, document review and disposition — integrating across physical records and electronic repositories — so firms can address OCGs, lateral intake, matter mobility and client audit response. 

It’s time to move beyond records management, and FileTrail is leading the way.

Intelligence, Insight & Information Governance

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

As risks associated with poorly managed information continue to grow, companies face more scrutiny about their IG policies and procedures than ever before.

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

Intelligence, Insight & Information Governance

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

As risks associated with poorly managed information continue to grow, companies face more scrutiny about their IG policies and procedures than ever before.

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

First in Compliance, First in Client Success

FileTrail delivers unrivaled experience and 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. Law firms face particularly complex information governance challenges, including retention requirements that can vary significantly across clients.

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 600+ organizations have adopted FileTrail as the centerpiece of their information governance and records management strategies.

First in Compliance, First in Client Success

FileTrail delivers unrivaled experience and 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. Law firms face particularly complex information governance challenges, including retention requirements that can vary significantly across clients.

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 600+ organizations have adopted FileTrail as the centerpiece of their information governance and records management strategies.

FileTrail Customers Include:

Customer Spotlight

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

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

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
Director of Information Governance

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

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.

Charles Barth
Manager of Information Governance and Records

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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