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.
26 March, 2020

Custom Software Training

One service I provide is custom training on a software called iManage Records Manager (IRM).
10 March, 2020

iManage Records Manager Cloud Service Alert

For iManage Records Manager Cloud customers, please be advised iManage will no longer support connections from desktop clients and applications that are configured to use the […]
12 February, 2020

IRM Tip of the Day – List of Files in a Box

Several of my clients have asked me about how to create a list of file parts associated with a box. Although you can get this information […]
4 June, 2019

6 Common Records Management Challenges

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 […]
25 March, 2019

3 Tips for Setting Records Retention Rules in IRM

Retention rules tell you how long you need to keep your business documents or records per your organization’s policies or laws within your industry. Maybe you […]
27 November, 2018

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, […]
28 June, 2018

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 […]
10 May, 2018

Top 3 Things I Learned from iManage ConnectLive

I attended iManage ConnectLive in Brooklyn, NY where iManage showcased its vision and roadmap of features to come. The conference is a great place to meet […]
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