Record Retention

Destroying Business Records

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. 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 …

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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 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 …

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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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How to Create Disposition Notes in IRM

iManage Records Manager (IRM) is records management software utilized by many law firm and professional services organizations. As a consultant with many years experience in designing, implementing and teaching IRM, I have found similar questions arise on how best to use it. I will periodically produce videos on IRM tips I think each user should …

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iManage Releases New Standalone IRM Web Client

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: …

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Boutin Jones Recommends InfoCompass

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 …

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