The Information Governance Revolution – Part 3
Part 3, the IG revolution, what’s driving it, how it is impacting law firms and how automation is proving essential to achieve compliance.
Part 3, the IG revolution, what’s driving it, how it is impacting law firms and how automation is proving essential to achieve compliance.
Summer is now behind us, and the calendar has turned to fall. But we’re still reveling in FileTrail’s experience at ILTACON 2022 last month where our “Governance Things” program was a great success!
The entire FileTrail team at the Gaylord National Harbor enjoyed visiting with conference attendees at the exhibit hall opening reception and throughout the week. Congratulations to the winners of our prize drawings and thank you to everyone who stopped by our booth!
We were also pleased to host several intimate networking opportunities including cocktail hours and private dinners while at ILTACON. After being apart (or together only virtually) the past couple years, we certainly enjoyed reconnecting and engaging in great conversation with clients and members of the broader ILTA community.
For many of us, the highlight of our ILTACON experience was the time spent with member attendees and partners in our breakout room, which featured our “Governance Things” program. This included product demos, a presentation of our product road map and several standing-room-only learning sessions led by an impressive roster of industry experts.
Our exclusive series of peer-led sessions on the IG issues and challenges facing legal professionals today featured industry leaders in records management, information governance and IT consulting. These respected experts shared their knowledge and expertise, including best practices for advancing IG programs based on their firsthand experience.
Session topics and speakers included:
Successful IG – Importance of Cross-Departmental Collaboration
It takes a village to develop, implement and maintain successful information governance. The education, buy-in and collaboration of everyone within an organization are required, so constructive relationships between departments are the key to success. Attendees of this session learned how our panel of experts has identified challenges and opportunities and applied strategies and techniques to build a collaborative relationship, met program objectives and added value to their firms.
Speakers:
• Leigh Isaacs, Director Information Governance, DLA Piper
• Al Zidwick, Manager Applications Engineering, DLA Piper
• Kathleen Jimenez, Information Governance Manager, White & Case
Download the session presentation here.
Interested in advancing your firm’s information governance program? Learn about FileTrail’s Legal IG solution or contact us for a consultation.
Matter Mobility – A Success Story in Automating File Transfers
This session offered a view into one firm’s success in streamlining client file transfers. The speaker outlined how her firm updated its protocols and implemented change and how automation is helping simplify and speed the process for improved results.
Speaker: Charlene Wacenske, Director of Records & Information Governance, Morrison & Forrester
Learn more about FileTrail’s Matter Mobility solution or contact us to read the case study shared.
Disposition Matters – Benefits of Following IG Policies for Disposal of Old Records
The first step to successful information governance is creating policy. And while it’s an important starting point, what really matters is what you do from there. This discussion outlined how executing policy, particularly with respect to disposition of records and documents, is where a firm achieves success. Attendees heard about the benefits of following established IG policies and why it’s important to get started sooner rather than later.
Speakers:
• Barbara Dalton, Director of Information Governance, Honigman
• Leigh Isaacs, Director Information Governance, DLA Piper
• Carol Volle, Director of Information Governance, Taft Stettinius & Hollister
Download the session presentation here. Or learn about FileTrail’s Legal IG solution.
Policy & People – Lessons Learned in Successful IG Implementation
Looking for the keys to implementing an information governance program? In this session, attendees heard about one firm’s experience transforming the structure of both its policies and its records management team which led to success, including lessons learned with policy creation and retention, how to be agile and improve efficiencies and staying ahead of the curve with policy implementation.
Speaker: Myka Hopgood, Senior Director, Strategic Legal Innovation, Dykema
Download the session presentation here. Or learn about FileTrail’s Legal IG solution.
Don’t Let Lateral Moves Bog You Down – Steps to Improve Onboarding and Offboarding
Attorneys on the move? This session focused not just on the benefits of automating client file transfers, but the steps to take in improving both onboarding and offboarding laterals.
Speaker: Judy Berman, Global Director, New Business Intake and Information Management, Shearman & Sterling
Download the session presentation here. Or learn more about FileTrail’s Matter Mobility solution.
Invest in Records Management – It’s Finally Time
If your firm still uses a legacy records management system, what is stopping you from upgrading? FileTrail partner Affinity Consulting presented this session about overcoming obstacles in migrating to a modern RM solution.
Speakers:
• Beth Thompson, Director of Client Engagement, Affinity Consulting
• Ron Warman, Partner, Affinity Consulting
Download the session presentation here.
Want to modernize your records management program? Learn about FileTrail’s Legal RM solution.
FileTrail is immensely grateful to all our clients, partners and friends who shared their time and expertise to present and participate in these engaging sessions. We found them incredibly valuable and hope all attendees did as well.
If you missed any of these but are interested in learning more about the presentations and discussions, please contact us today. We aim to continue moving RM and IG forward and sharing more knowledge and insights at ILTACON 2023!
Darrell Mervau and Harold Westervelt discuss how law firms are using modern technology to better handle the client file transfers that come with attorneys moving from one firm to another.
Sticking with outdated, “good enough” software technology for records management not only increases your firm’s risk but increases costs exponentially. Without a comprehensive view of all of your information assets, information governance is approximate at best. As the saying goes, “You can’t govern what you can’t see.”
Today, if you’re on LegalKEY, you’re paying annual support and not getting anything in return. Plus, getting an unauthorized browser overlay will cost you money to run the same feature set on a 1990’s database architecture. You’ll still be installing a Windows application for Records and Governance staff. And you can’t get to Cloud.
Information governance leader FileTrail today announced that international law firm Clifford Chance has selected FileTrail GPS (Governance Policy Suite) to replace and upgrade its records management system. Clifford Chance is one of the world’s preeminent law firms, with over 3,500 fee earners across five continents.
Selendy & Gay is a litigation boutique in New York, which is “re-imagining the law firm from the ground up.” As part of this vision, the firm is re-designing its operational infrastructure by taking the opportunity to use the most advanced information governance systems available today, FileTrail.
FileTrail, Inc. today announced that Dykema, a leading national law firm serving businesses worldwide, has selected FileTrail GPS as part of an initiative to upgrade its records retention program. FileTrail Governance Policy Suite is the leading information governance and records management solution for law firms.
Does it make sense for law firms to digitize everything in offsite storage? What is the safest and most efficient way to “cull” a few decades’ worth of physical records you no longer need? Here are some tips.
Does your firm have an IG policy that looks good on paper…but hasn’t been fully implemented yet? Read more about creating a culture to support information governance, featuring insights from Darrell Mervau of FileTrail and Christopher Young of Pinnacle.
FileTrail is the leader in information governance for highly regulated markets throughout North America, the UK and Europe.
As your long-term IG partner, we guide you through every aspect of the information governance maze beginning with physical records management through governance management including retention, disposition, and matter mobility. We also play well with other solutions.
Stay on track with FileTrail. We’ll help you get there. Contact us today for a quick discovery call.
This link leads to the machine-readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data.
