Legal Records Management

“We chose FileTrail to replace LegalKEY because of their user interface and commitment to development of the product.

"We are looking forward to working with FileTrail on the implementation and integration with iManage to manage retention, disposition and deletion of both physical and electronic items."

“FileTrail is a core part of our vision to automate controls on records retention and monitor compliance with firm policies and client requirements on an ongoing basis.

We value the FileTrail approach in providing visibility across multiple systems, as well as the responsiveness and support of its development team.”

"We chose FileTrail not only because our technical evaluation confirmed that it was the best technology fit for our records management and information governance needs, but also because the team’s focus, expertise, professionalism and overall commitment to client success are true cornerstones of their culture."

FileTrail’s partnership with NetDocuments as well as its forward-thinking and holistic approach to retention, which incorporates both firm IG policies and OCG, made it the clear choice for our firm

FileTrail stuck in there with the physical records management portion of its product, and also focused on expanding its IG retention policy management tools for both physical and electronic records so that law firms can manage policies across multiple repositories. That, combined with an exceptional reputation for customer service, is why FileTrail has become a front-runner in records management and IG software for law firms.<

The idea of replacing our firm’s legacy records management platform was initially daunting... So we took our time to find a solution that would provide a modern, integrated approach...

Not only does FileTrail meet all our needs, the exceptional service and support we’ve received throughout the process continue to exceed our expectations.

Our firm chose FileTrail for their holistic approach to information management. Their advanced RM and IG solutions will automate review cycles and move our IG program forward.

Our records managers were impressed with [the proof-of-concept with] FileTrail. We quickly discovered that any option could be configured to meet the needs of respective offices, practice groups and staff.

With clients asking for increasingly detailed information on how we apply, review and manage retention policies internally, we initially set out to build our own tools.

When we learned about FileTrail GPS, we were impressed with the product vision which aligned with what we were trying to accomplish.

At every step of this initiative, our experience with FileTrail has exceeded our expectations. Their consultative approach helped us to identify ways to integrate our systems that have significantly improved functionality and efficiency.

With the opportunity to implement a comprehensive records solution from our firm’s very beginning, we made sure to find the very best possible fit.

Not only does FileTrail provide a modern, integrated approach to RM/DM and an automated IG solution that will meet the firm’s needs indefinitely, but the quality of FileTrail’s customer service is unmatched.

After extensive research and product evaluations we chose FileTrail to replace ARM for our records management system. FileTrail’s deep expertise in the field of records management and its integration with such key vendors as Iron Mountain and iManage made it a front runner in our evaluation.

The deciding factor for us was FileTrail’s workflows and interface, which our professionals found to be highly intuitive and efficient.

FileTrail GPS, with its web services and web-based architecture, integrated nicely into our existing Intranet-based practice management platform. This was important because it minimized the training for lawyers and staff and increases our adoption rate.

FileTrail is all-encompassing, allowing us to manage physical as well as electronic records thanks to the integration with NetDocuments.

FileTrail is sleek and streamlined. It’s web-based and more user-friendly, more visual and better organized than LegalKEY.

The integration between FileTrail and NetDocuments has also helped us from a mobility standpoint… With FileTrail, we now have reporting capabilities we didn’t have with LegalKEY.

After reviewing several products, it was clear that FileTrail provided the best solution for automating document retention FileTrail is user-friendly, flexible and configurable, and we were impressed with how well it integrates with NetDocuments. FileTrail 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.