2 February, 2021

Looking to Move from LegalKey to iManage Records Manager?

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 […]
15 September, 2020

The Invisible Problem

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 […]
24 July, 2020

What do you need to know before you destroy your business records?

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. […]
6 July, 2020

Get More from iManage Records Manager

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 […]
21 August, 2019

A Retention Schedule Example

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 […]
13 August, 2019

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 […]
5 August, 2019

Law Firm Matter File Best Practices for the 21st Century

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 […]
4 June, 2019

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 […]
5 March, 2019

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 […]
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