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 […]
20 May, 2020
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
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
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 […]
27 November, 2018
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, […]