Case Study

Keystone Law Case Study: Automated Solutions for Compliance in Legal Sector

“FileTrail is user-friendly, flexible and configurable, and we were impressed with how well it integrates with NetDocuments.” Maurice Tunney, Director of Technology and Innovation

On November 26, 2019, Keystone Law selected FileTrail Governance to automate records retention in compliance with the GDPR. With a team of 300 lawyers working remotely and 40 support staff, Keystone Law is well known for its innovative use of technology and modern working practices to drive productivity and deliver value to its clients.

The EU’s General Data Protection Regulation (GDPR) requires that organizations keep personal data only so long as it is necessary for the purposes of processing it. While most law firms have taken steps to destroy data they no longer need, the ongoing process of tracking how long information should be retained and confirming when it should be disposed can be time-consuming and subject to error, particularly as the volume of data stored by law firms continues to grow.

Keystone Law, which uses NetDocuments as its document management system, selected FileTrail Governance after evaluating several options for automating retention and disposition of electronic documents for GDPR compliance.

“As an agile law firm, we’ve worked to automate business processes wherever we can. After reviewing several products, it was clear that FileTrail provided the best solution for automating document retention,”

said Maurice Tunney, Director of Technology and Innovation, Keystone Law.

“FileTrail is user-friendly, flexible and configurable, and we were impressed with how well it integrates with NetDocuments.”

FileTrail automates workflows to enforce information governance and retention policies on an ongoing basis. When documents are received or created by the firm, the correct policy is automatically assigned according to pre-defined rules.

Prior to the end of the retention period, FileTrail triggers workflows for the review, approval and disposition of specific records, and sends notifications to the appropriate stakeholders throughout the cycle.

In its discussions with Keystone, FileTrail was able to provide references and demonstrate processing millions of documents from NetDocuments for disposition reviews; notifying designated reviewers and approvers at each stage; and performing the final disposition from NetDocuments.

“The FileTrail system 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,” added Tunney. “By investing in technology to achieve greater efficiencies, Keystone Law is enabling its lawyers and staff to focus on what they do best,” said Darrell Mervau, Chairman of the Board, FileTrail. “We’re delighted to work with Keystone Law on implementing FileTrail to help automate compliance with GDPR retention requirements.

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Physical Records Management | Retention of Records & Documents | Matter Mobility | Document Archiving