2 February, 2021

Looking to Move from LegalKey to iManage Records Manager?

If you are looking to move from LegalKey to iManage Records Manager, you will want to evaluate the following key areas. 1. What does LegalKey do […]
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 […]
28 May, 2020

ARMA Chapter Panel: Digitizing Paper

Some of you may know that I’m the Vice President of the ARMA chapter board in our Greater Sacramento Capital. Putting together this panel of people […]
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, […]
26 March, 2020

Custom Software Training

One service I provide is custom training on a software called iManage Records Manager (IRM).
17 September, 2019

The Waterfall Method of Data Migration

Data migrations typically come about when a firm implements new software. For example, every time I help a firm move from their old system to iManage […]
5 August, 2019

Law Firm Matter File Best Practices for the 21st Century

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 […]
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