FileTrail's records management software

Manage and govern the lifecycle of important business information with FileTrail's Records management software systems.

Our intuitive interface and automated processes simplifies physical records management. Easy configuration creates a perfect fit for each type of record while accommodating your legacy data. Our extensible taxonomy reflects your organizational structure and file plan, while providing a foundation for applying retention policies and setting security.

The idea of the paperless office has been around for a few decades, but has eluded most companies. Many have had to settle for a goal of less paper. Yet, a recent survey showed that the number of paper records was still increasing in 42% of companies.

As with electronic records, physical records need to be created, stored, retrieved, and destroyed in a compliant, reliable, and efficient way. More than ever, regulation and litigation have made it important to manage physical records.


Product Overview

FileTrail’s flexible web-based platform delivers expansive physical records management features, powerful configuration, seamless integration and an optimized end-user experience for stakeholders at any level.

Granular permissions allow organizations to implement security controls and determine who can access and modify records information. Infinite metadata fields make it even easier for teams to quickly locate, manage and track files and records.

Your information is hosted in the cloud on Microsoft Azure, or on-premise on your servers.

Our process-driven architecture and extensive configuration options allow for rapid deployment at a lower-cost – all while exceeding client expectations.

 

Key Features

Calculate retention off of Matter Close Date. Apply holds by Matter or to specific records. Build Ethical Walls or sync with IntApp Walls. Archive records based on activity. Disposition reviews presented on-line. Reviews and escalations driven by email notifications. Streamline disposition and destruction.

Tracking

Find & Access All Records

Streamlined check in / check-out.
Archive files based on activity.
Easy space management tools.
Flag and locate missing records.
Optional e-signature tool.
Quickly box files for archiving.

information governance FileTrail helps implement your IG program. Calculate retention off of Matter Close Date. Apply holds by Matter or to specific records. Build Ethnical Walls or sync with IntApp Walls. Archive records based on activity. Disposition reviews presented on-line. Reviews and escalations driven by email notifications. Streamline disposition and destruction.

Visibility

Discover a Unified Work Space

Search using any field.
Download search results.
Create ad-hoc reports with ease.
Full text search returns ranked results.
Actionable dashboard of file room tasks.
View pending orders to off-site storage.
Print color coded labels from any work station.

information governance FileTrail helps implement your IG program. Calculate retention off of Matter Close Date. Apply holds by Matter or to specific records. Build Ethnical Walls or sync with IntApp Walls. Archive records based on activity. Disposition reviews presented on-line. Reviews and escalations driven by email notifications. Streamline disposition and destruction.

Migration

Transition to New Technology

Experience with migrating legacy data.
Exchange legacy functionality with similar features.
Customer feedback used in new releases.
Continual improvement through regular updates.
Upgrade easily without vendor fees.

 

information governance FileTrail helps implement your IG program. Calculate retention off of Matter Close Date. Apply holds by Matter or to specific records. Build Ethnical Walls or sync with IntApp Walls. Archive records based on activity. Disposition reviews presented on-line. Reviews and escalations driven by email notifications. Streamline disposition and destruction.

Technology

Stay Current & Up to Date

100% browser-based application.
Access on your PC, Tablet or Smartphone.

Operate on-premise or in the cloud.
Protected and secured with vulnerability testing.
AD and SAML authentication.

information governance FileTrail helps implement your IG program. Calculate retention off of Matter Close Date. Apply holds by Matter or to specific records. Build Ethnical Walls or sync with IntApp Walls. Archive records based on activity. Disposition reviews presented on-line. Reviews and escalations driven by email notifications. Streamline disposition and destruction.

Flexibility

Lower Costs with a Better Fit

Faster deployment with lower costs.
Create unlimited user-defined fields.
Configure search forms and results to fit.
Accommodate operational differences.
Limit access to batch creation templates.
Control access with granular privileges.
Grant rights to view, modify, & destroy.

information governance FileTrail helps implement your IG program. Calculate retention off of Matter Close Date. Apply holds by Matter or to specific records. Build Ethnical Walls or sync with IntApp Walls. Archive records based on activity. Disposition reviews presented on-line. Reviews and escalations driven by email notifications. Streamline disposition and destruction.

Compliance

Automate and Apply Retention

Set and configure policy management.
Automatic classification of new records.
Automate disposition workflow.
Dashboard monitoring of reviews.
Manage legal holds.
Email alerts drive disposition reviews.


Flexible Hosting Solutions

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Cloud

Securely hosted on Microsoft Azure.

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On-Premise

Private server in your datacenter.

For more information about our hosting solutions, click here.


Clients love FileTrail


Learn More

Interested in learning about how FileTrail can help your organization?
Schedule a demo or contact us today.