Solutions FOR any industries
FileTrail has been enhancing information governance and records management for law firms since 2002. Our knowledge makes us the best solution for leading law firms today with experience in migration from legacy records management systems such as: LegalKey, Accutrac, and ARM/FileSurf.
Our configurable solution ensures rapid deployment, reducing the need for change management and support. Our technology lets you choose the best platform for your situation – on premise or in the cloud – with no need to commit to either option for future reforms.
Built with the client in mind
Implement IG Strategy
Calculate retention with matter close date.
Apply holds by matter to specific records.
Build ethical walls or sync with IntApp.
Archive records based on activity.
Online review of disposition dates.
Email alerts for reviews and escalations.
Streamlined disposition and destruction.
Powerful search on any field.
Simple download of search results.
Create ad-hoc results with ease.
See ranked results from full text search.
Activity dashboard for file room personnel.
Automate off-site disposition and archival.
Print plain or color coded labels.
Transition to New Technology
Experience with migrating legacy data.
Exchange legacy functionality with similar but optimized features.
Guaranteed commitment to law firms.
Customer feedback impacts new releases.
Continual advancements with regularly scheduled product updates.
Upgrade easily without extra help.
Stay Current & Up to Date
100% browser-based application.
Access on your PC, tablet or smart device.
Store on premise or in the cloud.
Protected and secured with proven vulnerability testing.
AD and SAML authentication
Lower Costs with a Better Fit
Quick deployment and lower costs.
Create unlimited user-defined fields.
Configure search forms and results to fit.
Configure operational changes in file rooms.
Limit access to batch creation templates..
Control access with granular privileges.
Simplify In and Out Data Tasks
Import tools ingest and authenticates data from lateral hires and acquisitions.
Matches client-matter with matter intake.
Manages ethical walls and or synchronizes them from external systems.
Exports data for departing attorneys.
InOutsource provides Information Governance consulting and technical implementation services for law firm clients. They leverage years of industry leading experience to transform outdated records departments into modern Information Governance programs.
Our seamless integration provides a single point of access for physical records and electronic documents. Staff see physical records within the NetDocs Matter Workspace, and gain the ability to request retrieval, perform transfers, and manage records for their Attorneys. Read more about it in our datasheet.
Our Walls Connector and Open Connector automatically synchronize ethical walls and client-matter data into FileTrail, ensuring data quality and eliminating redundant entry.
Our powerful integration tools – including Web Services, frame-able pages, and an import scheduler – simplify integration with leading Document Management and Accounting systems.
Clients love us
Contact us for more information.