15 September, 2020
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
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
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
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
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 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
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
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 […]
25 February, 2019
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 […]