Are you a law firm that is currently using FileTrail and are considering a move to iManage Records Manager to improve your records management processes? You are not alone! We have had several inquiries about moving to iManage Records Manager.
We have heard from FileTrail customers who are having issues with:
- Limitations on creating folders and subfolders
- Limitations on metadata fields they need to track client and matter information
- Manual data entry of client and matter information on folders and subfolders
- Reports not being useful
- Requiring an expensive upgrade to address basic software fixes
Some of the many benefits to consider with iManage Records Manager are:
- Records management software built to support law firms and knowledge workers
- Automated data feed of client and matter information, including close dates
- Native hierarchical groupings of folders under Clients and Matters
- Ability to customize your own reports
- Disposition workflow to gather attorney approvals for record destruction
- Standardize firm software on the iManage cloud where upgrades are included with a subscription
If you are considering a move from FileTrail to iManage Records Manager and would like to know more, feel free to schedule a free appointment with us.