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 »
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 …
New to iManage Govern Records Manager? Want to know what you need to know before you move to a new records management software? Join founder Nitza Medina-Garcia for our new webinar “What to consider BEFORE you move to iManage Records Manager 10”. It will cover: Main features of iManage Records Manager 10 ($250 value) Typical software …
New Webinar: what to consider BEFORE you move to iManage Records Manager Read More »
iManage has released its new stand alone iManage Govern Records Manager Web Client. The initial IRM 10 Web Client was a plug-in to the iManage Work Web Client. This required deploying iManage Work Web in order to utilize the plug-in. With this new release, the IRM Web Client is a stand alone client that features: …
Sacramento law firm Boutin Jones, Inc. hired InfoCompass Business Solutions to advise on records management policies and procedures, vet records management software solutions and implement iManage Govern Records Manager. Learn why Boutin Jones chose InfoCompass to help them with their records management challenges and why they highly recommend us in their own words! Contact us …
