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 […]
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 […]

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