4 May, 2020
To go with the last blog, I wanted to talk about another aspect of remote work. A couple of tips and tricks to help adapt to […]
25 April, 2020
I want to share with you what I have learned about remote work, especially during this time of our new “normal.” Some tips and tricks and […]
10 April, 2020
In this IRM Retention Policy Basics Training class, there will be a one-hour virtual training where I will go over how you create what they call a Retention Schedule in IRM and how to create Retention Events that go into that schedule.
26 March, 2020
One service I provide is custom training on a software called iManage Records Manager (IRM).
10 March, 2020
For iManage Records Manager Cloud customers, please be advised iManage will no longer support connections from desktop clients and applications that are configured to use the […]
20 February, 2020
I am super excited to come together with local business and community leaders as a part of the Rotary Club of Laguna Sunrise to donate dictionaries […]
12 February, 2020
Several of my clients have asked me about how to create a list of file parts associated with a box. Although you can get this information […]
2 December, 2019
Your law firm must implement and maintain a streamlined document management system. There will always be resistance from attorneys and staff when they are busily going […]
25 November, 2019
Many law firms don’t have a full-time file clerk. They only have a part-time one or none at all. This can create problems when other people […]