FileTrail Governance

Centralized Retention, Disposition and Matter Mobility Management

Modern Information Governance Organization-Wide

FileTrail enables organizations to modernize records management, streamline ,IT and dramtically reduce file storage costs associated risk.

As a complete, end-to-end lifecycle management solution, FileTrail Governance improves compliance with transparent management of internal Information Governance (IG) policies, outside counsel guidelines (OCG), and governmental regulations.

FileTrail Governance helps organizations by providing an integrated view across both physical and electronic repositories — so that users may centrally manage and automate the information governance lifecycle, significantly reducing risk and containing costs for organizations or firms.

Technology that Integrates

FileTrail Governance implements “in place” wherever documents are located, without moving document content through deep integration with mission-critical applications and information repositories used across your organization. Integrations currently include the following applications:

  • DataSafe
  • FileShares 
  • FileTrail Records Management
  • iManage Cloud
  • iManage IRM
  • iManage Work
  • intapp
  • Iron Mountain
  • NetDocuments
  • O’Neil
  • OpenText eDocs
  • Sharepoint
  • Sharepoint Online
  • Thompson Reuters Elite
FT Governance Quote 1

“FileTrail Governance provides powerful and flexible workflows for our Matter Mobility and firm-wide retention requirements.

We’re targeting significant process improvements, staff efficiencies, and overall time savings. FileTrail continues to exceed our expectations delivering innovative technologies, and a superior implementation experience.”

-- Am Law 50 Law Firm

FT Governance #2

“The team at FileTrail provide exceptional support from implementation through every step following. The FileTrail Governance tool has given the firm a better than 80% gain in efficiency with the retention and transfer processes by utilizing considerably fewer man hours and searching two data management systems at once.

From a risk management perspective, we can safely tell our clients and in-house counsel that all data in firm systems has been accounted for.

In less than one year, using FileTrail Governance, we have been able to delete over 3 million documents and email messages with the push of a button.”

- Am Law 50 Firm

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Modern Information Governance Management Highlights


  • Full lifecycle management of both traditional and emerging data forms.

  • Firm-wide Matter Mobility and Retention Disposition

  • Fully Automated Physical and Electronic Data Aggregation

  • Flexible and Configurable Content Review Workflows

  • Fully Automated Disposition Processing and Content Exports

  • Advanced workflows, quality assurance, search, routing, electronic approval, reporting and tracking, and final automated disposition processing in all source systems.

  • Users may access our secure, unified platform via web browser or via a mobile app.

  • Clean, simple design with elegant ease-of-use.


  • Gain visibility across physical and electronic repositories to manage records retention and streamline review and disposition.

  • Apply retention policies across all files related to a specific project, issue, client, or matter.

  • Automatically trigger workflows that send alerts to the right stakeholders when retention periods expire, and review and approvals are required for disposition.

  • Track progress and capture a complete audit trail of all activity and approvals to demonstrate compliance with internal IG policies and externally-mandated guidelines or regulations

  • Centralized IG system to manage and implement retention policies — automatically applying them to relevant records across all information repositories to enforce compliance with internal IG rules, regulations, and industry-specific requirements (e.g. law firm client outside counsel guidelines).

There’s a reason FileTrail has been leading the Information Governance market for 20+ years, and it all comes down to experience, customer service, and excellence. Stay on track with FileTrail — we’ll help you get there.