Looking Back at Successful Records Management in 2022

Looking back at successful records management in 2022

A Reflection of Successful Records Management in 2022

From product integration to new partnerships and client acquisitions, FileTrail has had a busy and successful year, propelling the company forward as a leading provider of records management and governance solutions.

A Few Highlights:

• Integration of FileTrail’s governance policy suite with the Teravine Provident records management software was completed in October. By combining the best of both platforms, FileTrail is now a complete, cloud-based solution that improves compliance with internal IG policies, outside counsel guidelines and governmental regulations by providing a comprehensive view of all records through a single tool.

• The product integration also marked the launch of our Matter Mobility solution, which automates client file transfers associated with onboarding and offboarding attorneys in lateral moves and other requests. In today’s competitive labor market with the increasing movement of lawyers between firms, this tool is especially valuable.

• Our new partner program launched in July to improve client service by expanding resources for sales and implementation of FileTrail platforms while enabling us to focus on advancing the development of our records and IG solutions. Several premier IT consulting firms serving the U.S. legal market signed new partnership agreements with FileTrail, including Affinity Consulting and eSentio Technologies, which joined long-standing FileTrail partner InOutsource.

Our team also enjoyed the opportunity to reconnect with clients, prospects, partners and others at several conferences and events throughout the year. It’s been nice to be back in person!

As FileTrail continues to expand in the UK and EU, we took advantage of several opportunities to engage with contacts in those markets at ILTACON Europe, partner user conferences and other events. And at ILTACON 2022 in August, our “Governance Things” program was a great success. Beyond our sponsorship and exhibiting experiences there, the FileTrail team hosted networking events, product demos and client meetings, along with our exclusive series of peer-led sessions on the IG issues and challenges facing legal professionals today, featuring industry leaders in records management, information governance and IT consulting. It was an exceptional program, and we’re grateful to all our clients and partners who participated.

Our successful year also included signing several new legal and corporate clients, in the U.S. and in the UK and Europe. With some implementations complete and others still in progress, we are thrilled to welcome all to the FileTrail customer family and are grateful for their trust and confidence in our solutions and our team.

We look forward to a terrific 2023!

information governance things

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