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, […]
4 May, 2020

Tools to Use When Working Remotely

To go with the last blog, I wanted to talk about another aspect of remote work. A couple of tips and tricks to help adapt to […]
25 April, 2020

Best Practices When Working Remotely

I want to share with you what I have learned about remote work, especially during this time of our new “normal.” Some tips and tricks and […]
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 […]
20 February, 2020

Donating Dictionaries to 3rd Graders

I am super excited to come together with local business and community leaders as a part of the Rotary Club of Laguna Sunrise to donate dictionaries […]
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 […]
2 December, 2019

How to Combat Resistance to Organization Within Your Firm

Your law firm must implement and maintain a streamlined document management system. There will always be resistance from attorneys and staff when they are busily going […]


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