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 »
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 …
I help with a lot of system migrations, moving clients from old data management programs into iManage Records Manager (IRM). Lately, I’ve noticed the importance of a basic understanding of records management, and following best practices when implementing a records management program. I spoke with one firm who had an awful experience with a system …
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. …
Last week I was helping a customer migrate her organization from Autonomy Records Manager, also known as FileSurf, to iManage Records Manager (IRM). We had finished designing her system and were ready to wrap up the project when one of her offices requested that we build in a way for them to use IRM to …
I am so excited for iManage Connect Live 2019! I booked my tickets for the event last week. It is the annual user conference for all iManage software users. The conference is taking place at the New York Marriott Marquis in Times Square May 7th and 8th. I am arriving the weekend before it starts …
Retention rules tell you how long you need to keep your business documents or records per your organization’s policies or laws within your industry. Maybe you have some files that you need to save for seven years and others you need to keep for 60 years or longer. You can set retention rules in the …
3 Tips for Setting Records Retention Rules in IRM Read More »
I will be teaching the iManage Govern Records Administration and Engineer classes the week of March 12th. These are public classes that iManage gives on the IRM product. The iManage records user adoption program helps both technical and non-technical audience learn the iManage technology. If your business uses iManage Records Manager (IRM) or is planning …
iManage Records Manager (IRM) is a records management software used by many leading professional service firms in the United States. The software is used to manage both physical files and electronic records. IRM keeps track of records that are stored in a company’s document management system (DMS) as well as paper files and records that …
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 should …
