If you are looking to move from LegalKey to iManage Records Manager, you will want to evaluate the following key areas. 1. What does LegalKey do currently at the firm? LegalKey may be performing more than the records management function at your firm. It may be more than creating files and boxes. Are users tracking …
Looking to Move from LegalKey to iManage Records Manager? Read More »
Law firms evolve overtime from a small solo practice, to a practice with a few attorneys, and then many more. As a law firm evolves so do the tools that a firm will use. Initially a firm may have separate systems that reference their clients and matters, such as a time and billing system, a …
Many law firms and small business owners will ask what records can we destroy and how long do we need to keep business records? Good questions. What are business records? Business records are defined as: Any recorded information, regardless of medium or characteristics, made or received and retained by an organization in pursuance of legal …
What do you need to know before you destroy your business records? Read More »
Do you currently use iManage Records Manager at your firm and would like to know how to get the most value out of it? We have 3 popular options to fit your needs. For those who want the ability to reach out for general IRM questions as needed, InfoCompass now has available 4 hour ticket …
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 »
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. …
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 …
