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12:00 pm EDT
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FileTrail: Jackson Lewis - A Case Study for Modern Records Management
Sponsored By: InOutsource
Description:
With numerous records management solutions slated for sunset or simply lacking in functionality to meet today's information governance challenges, many law firms are exploring new solutions. In this webinar, we will provide an overview of FileTrail from the perspective of common legacy applications such as LegalKEY and ARM (CARM or FileSurf), highlighting key features and functionality essential for law firms. You'll hear why Jackson Lewis selected FileTrail, how it was deployed and how the firm is currently using it, and see how this feature-rich, browser-based records management system streamlines disposition reviews and document policy compliance.
Speakers:
Bradlee W. Davis is the Director of Records and Information Governance for Jackson Lewis P.C., an Am Law 100 and Global 100 law firm. He develops and documents firmwide records and information management policies and procedures, and has been pivotal to introducing the concept of information governance (IG) to his firm and establishing their IG task force. Bradlee has worked in the legal sector of the information governance profession since 1999, specializing in records and information governance program implementation. He is an active member of ARMA, currently serving as a Region Director for the organization, and is an Advisory Board member of the Information Coalition.
Nancy Beauchemin, CRM is the President of InOutsource, the company she founded in 2002 in direct response to law firms' need for in-depth records management and information governance consulting. Her proprietary methodology addresses all aspects of managing client matter information regardless of form. With over 20 years of experience working with law firms, she understands the challenges they face in their information management and business intake processes, including rising costs, new technologies, changing legal statutes and general risk issues. Nancy frequently speaks to legal professional groups on the risk and ethical issues of managing law firm records and has authored several articles on the topic.
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