FileTrail GPS — Policy Manager

Manage Retention and Disposition with Confidence

Law firms have been slow to address the retention and destruction of physical and electronic records. Ironically, the path of least resistance — “keeping everything just in case” — is fraught with risk of future litigation and fines for non-compliance, as well as spiralling storage costs.

The hesitation to act is understandable. Firms that have accumulated thousands of boxes of physical records over the last 20+ years, stored in multiple offsite storage facilities, find it difficult to know where to begin. Manually retrieving and reviewing the contents of each and every box would require a significant number of man-hours.

Electronic documents present a similar challenge. Most firms have no efficient way to identify all electronic records that due for disposition, and continue to incur unnecessary storage costs.

A Proactive Approach

FileTrail GPS Policy Manager provides one central place to manage retention policies and apply them to all information repositories across the firm.

With Policy Manager, firms can take a more proactive approach to information governance:

  • Search across all physical and electronic repositories to identify records that are due for disposition
  • Apply retention policies across all files related to a specific client or matter
  • Automatically trigger workflows alerting lawyers, staff and other stakeholders when files related to specific client matters are due for disposition, and when review and approval is required

A Proactive Approach

FileTrail GPS Policy Manager provides one central place to manage retention policies and apply them to all information repositories across the firm.

With Policy Manager, firms can take a more proactive approach to information governance:

  • Search across all physical and electronic repositories to identify records that are due for disposition
  • Apply retention policies across all files related to a specific client or matter
  • Automatically trigger workflows alerting lawyers, staff and other stakeholders when files related to specific client matters are due for disposition, and when review and approval is required