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NYC Lunch and Learn: Meeting the Challenges of Information Governance

  • Kelley Drye & Warren LLP 101 Park Avenue, Floor 27 New York, NY, 10178 United States (map)

FileTrail will demonstrate how using automation to comply with retention policies and outside counsel guidelines (OCG) can help retain clients, lower storage costs, and reduce risk.

The presentation will cover: 

  • Automatically applying retention policies to Matter and documents across repositories. 
  • Automating specific retention from OCG and applying them either to the Client and specific matter.
  • Eliminating manual searches through repositories for documents that may exist. 
  • Automatically applying retention policies directly to Matters and documents across repositories- anywhere.
  • Automatically calculating disposition dates and determining the correct reviwers based on Matter profile (CRP, MRP, Billing Attorney, etc.).
  • Automating disposition review with built in workflow, esclation, and email notifications throughout the review period.
  • Measuing reviwer progress with progress monitor dashboard to keep firm compliant.
  • Graphically report histoirical and future retention trends and savings in storage costs.
  • Streamlining response to Client Audits with on-demand audit reporting.