Matter Mobility

Automate Attorney Transfers​

Lawyers on the move?

Automate attorney transfers to reduce risk and improve client service

Attorneys move between firms for many reasons, and with increasing frequency.

Whether a new hire is bringing their clients with them, or a partner is leaving, transferring client files quickly and correctly is critical.

Quickly and Efficiently Transfer Client Matter Information to Help Maintain or Improve the Firm’s Reputation for Exceptional Service.

Improve client service

FileTrail is committed to developing and supporting integrated solutions for law firms including records management, governance and matter mobility for a holistic approach to data management.

Complete transfer of content faster and more efficiently
with FileTrail Matter Mobility

Keystone Law

Automating Compliance

“The FileTrail system will free lawyers from having to worry about when files need to be disposed, significantly reduce administrative costs, and enable our IT and information governance teams to work more efficiently and effectively in supporting the business.” 

Simplify File Transfers

By automating workflows, FileTrail Matter Mobility improves the process of transferring client files.

For new or departing lawyers, or for a client-initiated request:

  • Automate document movement into or from the EDMS or other sources
  • Capture a record of each action
  • Track every task associated with each action and display status updates

For outbound file transfers:

  • Identify relevant documents across repositories and list them in a central location for review
  • Identify timekeepers, partners and other stakeholders associated with specific client matters
  • Send notifications and reminders to reviewers who must take action, tracking progress and capturing a clear record of approvals
  • Provide tools to perform tasks against individual documents or en masse

Contact FileTrail today to see if Matter Mobility is the right solution for your firm.

Law Firms Love FileTrail

Large, medium and small firms . . . on 5 continents . . . in 8 languages

Akin Gump
arent fox
Baker Donelson
Bilzin Sumberg
Bowditch Attorneys
Burns Levinson
Clifford Chance
Davis Graham & Stubbs
Davis Wright Tremaine
Denver District Attorney
Dorsey & Whitney
Foley & Lardner
Frost Brown Todd
Gilbert LLP
Gowling WLG
Hellmuth & Johnson
Hogan Lovells
Holland & Knight
Jackson Lewis
Keystone Law
Loeb Loeb
Miller Martin
Miller Nash Graham Dunn
Morris Manning & Martin LLP
Motley Rice
Neal Gerber Eisenberg
Nelson Mullins
Neumiller & Beardslee
Nexen Pruet
Ruskin Moscou Faltischek
Selendy Gay
Simpson Thacher
Sullivan & Cromwell
Williams Kastner
Wyrick Robbins

Kunden lieben FileTrail  ♥ Clients adorent FileTrail  ♥  Klanten zijn dol op FileTrail  ♥  Clientes les encanta FileTrail  ♥  Clientes adoram o FileTrail  
♥  FileTrail العملاء يحبون  ♥  客户喜欢 FileTrail  ♥  Clients Love FileTrail  ♥