Case Studies

Who we work with

Law Firms

Modernizing IG Policy Management and Disposition

“Our team did a lot of research to find a records management solution to replace LegalKEY, which isn’t fully supported anymore. We needed to move to something that was more dynamic and specifically designed to meet the needs of a large law firm. FileTrail really fit the bill…. it provides the flexibility, continual development, software integrations and advanced reporting features we need to properly manage our records program going forward. ”
John Churchill, Records Department Manager, Nelson Mullins

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fully integrated RM/DM solution for legal
Law Firms

Fully Integrated RM/DM Solution for Legal

“At every step of this initiative, our experience with FileTrail has exceeded our expectations. Their consultative approach helped to identify ways to integrate our systems that significantly improve functionality and efficiency. With respect to implementation and training, FileTrail’s project management and execution are the best we have experienced in a long time; their responsiveness and overall customer service are exceptional. And FileTrail’s continued willingness to engage with us and our other vendor partners to find new opportunities for improvement and innovation is what really sets them apart.”
Lori Hughes, Lead Operations and Information Security Officer, Miller Nash

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AKin Gump Information Governance Case Study
Law Firms

Managing Records Retention in Law Firms

“In a digital environment, information is saved in so many different places, it is no longer practical or efficient to rely on individuals to manually track document classification, retention and disposition.”
Christopher Egan, Assistant General Counsel for Information Governance, Akin Gump Strauss Hauer & Feld LLP

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Selendy & Gay Modern Records Management Case Study
Law Firms

Modern Records Management and Information Governance for Law Firms

“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. The professional, hands-on service and support we’ve received throughout the sales and implementation process have reinforced our buying decision at every step.”
CRAIG PEDERSEN, Selendy & Gay Records Manager

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records management for banking HomeStreet Bank

Records Management for the Banking Industry

“The flexibility of FileTrail enabled us to enforce consistent controls across the bank, while supporting the requirements of each business unit.”
Darrell Van Amen, Executive Vice President & Chief Investment Officer, HomeStreet Bank

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shook hardy RM Case Study
Law Firms

Information Governance and Risk Mitigation in Law Firms

“We chose FileTrail not only because our technical evaluation confirmed that FileTrail 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.Adopting FileTrail has been well worth the investment and delivered strong returns. Today we’re addressing both our records management and broader IG needs with greater automation, efficiency and visibility. Our risk management and professional responsibility requirements were the bedrock drivers of this initiative. The measurable cost savings we’re anticipating is another added bonus.”
Debbie Dixon, Director of Records Management, Conflicts & New Business, Shook Hardy & Bacon

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