ILTA Recap: Matter Mobility and Applying Retention to Electronic Records

ILTA Recap

ILTACON 2018 was a success! From meeting with clients, partners, consultants, sponsors and law firms of all sizes, we enjoyed connecting with the legal technology industry and hearing what’s new. 4,100 attendees at the National Harbor makes this year’s ILTA the biggest yet. Unsurprisingly, innovation was a major theme discussed throughout the conference from the booth’s in the exhibit hall to the key note speaker. 

This year we went beyond records management to address broader issues in information governance and innovative solutions that can ensure compliance. We kept busy between holding demos, presenting at breakout sessions and meeting with firms to discuss their current processes and how implementing technology can make executing IG policies infinitely easier. If you stopped by, or you’re simply curious about what was discussed, here’s a recap of our trip.

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Matter Mobility

This was our first time presenting on this topic. We had great feedback from clients and potential clients alike on the tool for managing inbound and outbound processes as well as returning documents to clients. Gone are the days of running a manual search for matters, sending a memo to the responsible parties, waiting for signoffs, and then finally starting the process. Today FileTrail can automate these processes and trigger the steps leading to review and transfer, ensuring compliance with both internal policy and outside counsel guidelines.

FileTrail Customer Forum

This year we had the pleasure of holding a session with our valued customers where we discussed best practices and tools of the trade. Consulting and collaborating gives clients the opportunity to improve work flows and processes, discover new solutions, and maximize use of the system. It also gave users a platform to ask questions and give us feedback on our solution.

Applying Retention to Electronic Records

When we spoke to law firms, their biggest concern was electronic records retention compliance. While this issue affects all firms, it’s especially relevant to large firms with major clients in the financial services and banking industries. Today these clients are rapidly advancing their risk mitigation expectations for law firms. In order to ensure compliance, they’re issuing increasingly detailed OCG compliance protocols.

Our time at the National Harbor was great. We’d like to extend a huge thanks to ILTA, the attendees, sponsors, and everyone who made the conference this year a success. Looking forward to next year in Orlando, Florida, August 18-22, 2019.

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