Jackson Lewis evaluates all the major records management software on the market. In the end, it discovers FileTrail provides the best solution to meet a growing law firm’s long-term needs.
With news that ARM/FileSurf would no longer be developed, leaders at Loeb & Loeb (L&L) set out to replace its records management system. Ideally, the firm wanted a modern browser-based solution that supported its extensive compliance requirements.
Since its inception nearly 150 years ago, prominent West Coast law Firm Miller Nash had used traditional systems to manage its documents and records. However, recent growth and outdated technology necessitated that the firm upgrade its systems and move to a modern and streamlined solution.
Two more prominent law firms: Osler, Hoskin & Harcourt LLP; and Miller & Martin decide to move to FileTrail.
Recently FileTrail announced the release of several new features that make it easier for firms to switch from LegalKEY to FileTrail. Many of these features were developed because LegalKEY is no longer being updated to address current industry standards.
In Part 1 of this series, Patrick and I discussed some of the industry’s biggest IG trends, as well as why compliance keeps getting more complex. This week, we’ll be exploring what’s behind the increase in IG audits. Patrick will also share some of his best advice for laws firms that are scrambling to comply with rapidly evolving IG directives.
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.
Recently, I had a conversation with Patrick Tisdale on the topic of information governance (IG) at law firms today. Tisdale’s expertise is impressive. Prior to founding Tees River Consulting, he was the CKO of Dentons and CIO of McKenna, Long and also CIO at Orrick. Here’s a transcript of our conversation, which delves deep into how and why information governance is more complex than ever. He also has some answers about how to fix your IG processes and procedures if they’re broken.
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.
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.