Has your business grown and so have your records and information piles? Do you need help figuring out the best way to control and organize your information? Where should you start? Use my three step process to get started down the path to organization. Make a List: Write a list of all of the …
3 Steps to Creating Your Business Information Strategy Read More »
iManage Govern Records Manager (IRM) is records management software utilized by many law firm and professional services organizations. As a consultant with many years of experience in designing, implementing and teaching IRM, I have found similar questions arise on how best to use it. I will periodically produce posts on IRM topics I think …
How to Create Retention Schedules in iManage Govern Records Manager: Part 2 Read More »
iManage Govern Records Manager (IRM) is records management software utilized by many law firm and professional services organizations. As a consultant with many years of experience in designing, implementing and teaching IRM, I have found similar questions arise on how best to use it. I will periodically produce posts on IRM topics I think …
How to Create Retention Schedules in iManage Govern Records Manager: Part 1 Read More »
iManage Records Manager (IRM) is records management software utilized by many law firm and professional services organizations. As a consultant with many years experience in designing, implementing and teaching IRM, I have found similar questions arise on how best to use it. I will periodically produce videos on IRM tips I think each user …
Does this sound familiar? You are on the phone with your client, and you tell them “Can you hold while I pull your file?” You ask your secretary to retrieve the file, and hear him reply “Sure, give me a minute to find it.” Several minutes pass with no answer. What sort of impression do …
Just like the milk in your refrigerator, information has a shelf life. Unfortunately business information does not come pre-stamped with an expiration date. It is up to each business to develop their own best dates, after which information becomes no longer needed. It is then up to the business to responsibly get rid of …
Are You Keeping your Business Information Past its Expiration Date? Read More »
Is your email inbox overflowing and wish you could get it under control? Below I share my top 5 email tips and my system for managing my inbox. Send less email: If you send less emails, you will get less email replies. Makes sense, right? Instead of email, use the phone or walk over …
Many businesses utilize smart phones and tablets to conduct business on the go. However, many do not have a formal mobile device policy on what mobile apps can be downloaded on company devices. This can leave businesses vulnerable to cybersecurity attacks from mobile devices. ARMA’s Information Management Magazine recently published an article on “Unsecured Mobile …
Is Malware in Mobile Apps Putting Your Business at Risk? Read More »
Everyday here in California the news is warning viewers of a possible El Nino weather system dumping a lot of water on this drought-stricken state. The Federal Emergency Management Agency, FEMA, is urging Californians to buy flood insurance before the stormy season starts in 30 days. Even if you have flood insurance, will your …
What if your offices flooded today? Will you still be in business tomorrow? Read More »
Reducing the amount of paper managed by your law firm will result in less time, money and space occupied by paper. It will also give your lawyers and staff more flexibility in accessing and securing firm information. The following is a list of the top 10 reasons to consider going paper-light. Reduce the cost …
