25 November, 2019

Common Bad Habits of Filing

Many law firms don’t have a full-time file clerk. They only have a part-time one or none at all. This can create problems when other people […]
3 October, 2019

IRM Version 10.1

iManage has been hinting at the release of version 10.1 for a while now. We expect to see it at the end of this year or […]
25 September, 2019

What’s new with IRM 10.0

iManage Records Manager has seen some significant functionality improvements this year. The focus of the first round of updates was mainly on the end-user Web Client […]
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 […]
27 August, 2019

iManage Connect Live Presentation

Back in May, I gave a presentation at iManage Connect Live in New York City. iManage Connect Live is a conference where the software users and […]
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 […]
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 […]
29 July, 2019

The Golden Rules of Data Migration

Last week I discussed three reasons that data migrations fail. You might be wondering to avoid some of these challenges. You can avoid a failed data […]
22 July, 2019

3 Reasons Data Migrations Fail

Three key things cause data migration failure. The book Practical Data Migration by Johnny Morris explains that the most common data migration failures have to do […]


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