Why Investing in Document Management System Software is Crucial for Your Highly Regulated Business Managing electronic documents has become increasingly crucial for businesses in today’s digital age. However, managing multiple fileshares and document management systems (DMS) can be a challenging and daunting task, especially with new regulatory requirements and limitations in capabilities and functionality that […]
Learn more why leading law firms choose FileTrail to manage their law firm information governance & records management needs.
Stay on track with FileTrail, the leader in Information Governance, Records Management & Matter Mobility. Schedule a call or demo today- we’ll help you get there.
Press Release: Achievement reinforces records management and information governance software leader’s commitment to security and client service AUSTIN, Texas — February 8, 2023 — FileTrail®, the leader in modern information governance and records management software for law firms and highly regulated industries, announces the company has attained ISO/IEC 27001:2013 certification. The achievement underscores FileTrail’s commitment […]
Looking Forward with Optimism In our last post on ‘Successful Records Management in 2023’, we noted the one-year anniversary of FileTrail’s acquisition of Teravine is this month. That transaction brought tremendous talent to our team and led to the development of our newest records management and information governance product suite, launched in October last year. […]
A Reflection of Successful Records Management in 2022 From product integration to new partnerships and client acquisitions, FileTrail has had a busy and successful year, propelling the company forward as a leading provider of records management and governance solutions. A Few Highlights: • Integration of FileTrail’s governance policy suite with the Teravine Provident records management […]
Press Release: FileTrail Launches New Information Governance Platform First-of-its-kind cloud solution advances legal industry IG with a comprehensive approach to managing physical and electronic records in a single tool; new version of Matter Mobility also launched, automating client file transfers as part of attorney onboarding or offboarding AUSTIN, Texas — October 31, 2022 — […]
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!
In this three-part series, we’ll explore the IG revolution currently underway including what’s driving it, how it’s impacting law firms and how automation is proving essential to achieve compliance.
Offering a Comprehensive View into all Physical & Electronic Records …Through a single pane of glass New cloud solution is available for demonstration at ILTACON 2022, where FileTrail is a conference sponsor, exhibitor and hosting a series of peer-led learning sessions Read the full text of today’s news release here AUSTIN, Texas, Aug. 10, 2022 […]
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.
