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.