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 within the firm don’t know the basics of filing. Chaos ensues when people start just throwing files everywhere. Having a designated staff member who knows what they’re doing and …
iManage has been hinting at the release of version 10.1 for a while now. We expect to see it at the end of this year or the beginning of next. I got a sneak peek into what 10.1 is going to include and I’m sharing it with you here. Version 10.1 focuses on dashboards for …
iManage Records Manager has seen some significant functionality improvements this year. The focus of the first round of updates was mainly on the end-user Web Client which came out last year. Version 10.0.8 Disabling insert requests File Part Creation File Part Name Prevent Fire Part ID Override Remove Priority Field form new Request Dialog A …
Data migrations typically come about when a firm implements new software. For example, every time I help a firm move from their old system to iManage Records Manager (IRM), we perform a data migration. At InfoCompass Business Solutions, we use the Waterfall method of data Migration. The Waterfall Method These implementations are linear. They go …
Back in May, I gave a presentation at iManage Connect Live in New York City. iManage Connect Live is a conference where the software users and iManage staff come together to mastermind, learn, and network. I attend every year. The conference allows me to stay up to date on the latest and greatest features of …
Last week we went over how to build a retention schedule and some things that law firms should consider in doing so. This week I want to show you an example so you can visualize what a good retention schedule will look like for your firm. This is based on the different areas of law …
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 »
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 »
Last week I discussed three reasons that data migrations fail. You might be wondering to avoid some of these challenges. You can avoid a failed data migration by following these golden rules. Data Migration is a Business Issue The first golden rule for data migration is that it’s a business issue, not just a technical …
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 …
