InfoCompass Business Solutions

Create a Records Retention Schedule

Law Firms – How to Create a Records Retention Schedule

A records retention schedule determines how long your firm keeps its files. It is crucial to establish a proper retention schedule, and adhere to it so that you don’t end up overpaying for file storage, cluttering your system, and exposing your firm to unnecessary risk. Get Started The first step in creating a records retention …

Law Firms – How to Create a Records Retention Schedule Read More »

Matter File Best Practices for Law Firms

Law Firm Matter File Best Practices for the 21st Century

Law firms face unique challenges when it comes to managing their client matter files. Firms have an ethical responsibility to safeguard client information, meaning data security needs to be a high priority, but at the same time, lawyers also need the ability to access information quickly and easily from a variety of locations. Think of …

Law Firm Matter File Best Practices for the 21st Century Read More »

Data Migrations Fail

3 Reasons Data Migrations Fail

Three key things cause data migration failure. The book Practical Data Migration by Johnny Morris explains that the most common data migration failures have to do with technocentricity, specialist skills, and the blame game. Techocentricity The problem with tecnocentricity is that you’re thinking of a data migration as just a technical issue, and not thinking …

3 Reasons Data Migrations Fail Read More »

Records Management Challenges

6 Common Records Management Challenges

Earlier this month, I presented at iManage Connect Live in New York City. I was invited to co-present with Ian Raine, the product manager for the iManage Records Manager Software. We talked about what is currently available in IRM, Version 10. I presented some of the common records management problems and how IRM can help. …

6 Common Records Management Challenges Read More »

Get Support for Less Paper Initiative

Getting Support to Use Less Paper

If you have been following along with my posts this month, you understand the value of reducing paper in records systems and what it will look like once you are done. The last step in this process is getting support from your colleagues. Change always requires executive support. Getting your executive team to support your …

Getting Support to Use Less Paper Read More »