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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 …

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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. …

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Record Retention Rules

3 Tips for Setting Records Retention Rules in IRM

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 …

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iManage Govern Records Courses

iManage Govern Records Courses

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 …

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