10 February, 2022

Don’t Let Your Records Go Up in Flames

I heard about a document storage warehouse fire happening in Bartlett (outside of Chicago) that currently has been going on for 4 days. The first thing […]
2 December, 2021

How Important is Project Management?

I think a lot of law firms may not understand why project management is important for their software implementations.  It really is necessary to have some […]
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 […]
20 May, 2020

Self-Paced IRM Basics Training

With a little extra time on your hands, perhaps a Self-Paced iManage Records Manager Policy Training fits the bill.  Now, rather than attending a live class, […]
10 April, 2020

IRM Retention Policy Basics Training

In this IRM Retention Policy Basics Training class, there will be a one-hour virtual training where I will go over how you create what they call a Retention Schedule in IRM and how to create Retention Events that go into that schedule.
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 […]
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