Legal Records Management

In the legal field, managing physical records presents a myriad of challenges. FileTrail’s Legal Records Management Software offers a modern approach, providing law firms with efficient solutions to common problems.

Physical Records Management for Law Firms

We solve common challenges faced by Law Firms every day:

“I spend too much time doing searches and reporting for attorneys and admins.”
“Applying and managing legal holds is difficult”
“I need an automated disposition process the firm will trust.”
“Our current system is outdated, difficult or no longer being updated.”
“Our storage costs are out of control.”

If these sound familiar, moderize your Firm with FileTrail Records Management

Leading Law Firms Rely on FileTrail to Manage the Complete Life Cycle of their Physical Records.

What Our Clients Say

 Hear directly from satisfied law firms that have experienced the transformative power of FileTrail’s records management software. These testimonials provide valuable insights into how our platform delivers real results.

Interested in seeing how FileTrail can revolutionize your records management? Schedule a demo to experience our platform firsthand and explore how we can tailor our solutions to meet your firm’s specific needs. Schedule a Demo Today

“We chose FileTrail to replace LegalKEY because of their user interface and commitment to development of the product.

"We are looking forward to working with FileTrail on the implementation and integration with iManage to manage retention, disposition and deletion of both physical and electronic items."

Jenny Saunders

Director of New Business Intake and Records, Miller Martin

Miller Martin

“FileTrail is a core part of our vision to automate controls on records retention and monitor compliance with firm policies and client requirements on an ongoing basis.

We value the FileTrail approach in providing visibility across multiple systems, as well as the responsiveness and support of its development team.”

Christopher Egan

Assistant General Counsel for Information Governance, Akin Gump

akin gump

"We chose FileTrail not only because our technical evaluation confirmed that it was the best technology fit for our records management and information governance needs, but also because the team’s focus, expertise, professionalism and overall commitment to client success are true cornerstones of their culture."

Debbie Dixon

Director of Records, Conflicts & New Business Department

FileTrail’s partnership with NetDocuments as well as its forward-thinking and holistic approach to retention, which incorporates both firm IG policies and OCG, made it the clear choice for our firm

Randy Oppenborn

Chief Information Security Officer

Foley Foley Lardner

FileTrail stuck in there with the physical records management portion of its product, and also focused on expanding its IG retention policy management tools for both physical and electronic records so that law firms can manage policies across multiple repositories. That, combined with an exceptional reputation for customer service, is why FileTrail has become a front-runner in records management and IG software for law firms.<

Bradlee W. Davis

Director of Records and Information Governance

jackson lewis

The idea of replacing our firm’s legacy records management platform was initially daunting... So we took our time to find a solution that would provide a modern, integrated approach...

Not only does FileTrail meet all our needs, the exceptional service and support we’ve received throughout the process continue to exceed our expectations.

Records Team Leadership

Our firm chose FileTrail for their holistic approach to information management. Their advanced RM and IG solutions will automate review cycles and move our IG program forward.

Joanne Smith

Director of Enterprise Applications

Hogan Lovells

Our records managers were impressed with [the proof-of-concept with] FileTrail. We quickly discovered that any option could be configured to meet the needs of respective offices, practice groups and staff.

Heather Morrow

Manager of Special Projects

loeb and loeb law firm

With clients asking for increasingly detailed information on how we apply, review and manage retention policies internally, we initially set out to build our own tools.

When we learned about FileTrail GPS, we were impressed with the product vision which aligned with what we were trying to accomplish.

Chuck Barth

Director of Information Governance

Davis Wright Tremaine LLP

At every step of this initiative, our experience with FileTrail has exceeded our expectations. Their consultative approach helped us to identify ways to integrate our systems that have significantly improved functionality and efficiency.

Lori Hughes

Lead Operations & Information Security Office

With the opportunity to implement a comprehensive records solution from our firm’s very beginning, we made sure to find the very best possible fit.

Not only does FileTrail provide a modern, integrated approach to RM/DM and an automated IG solution that will meet the firm’s needs indefinitely, but the quality of FileTrail’s customer service is unmatched.

Craig Pederson

Records Manager

After extensive research and product evaluations we chose FileTrail to replace ARM for our records management system. FileTrail’s deep expertise in the field of records management and its integration with such key vendors as Iron Mountain and iManage made it a front runner in our evaluation.

The deciding factor for us was FileTrail’s workflows and interface, which our professionals found to be highly intuitive and efficient.

Peter Bier

Chief Information Officer

Osler Law firm

FileTrail GPS, with its web services and web-based architecture, integrated nicely into our existing Intranet-based practice management platform. This was important because it minimized the training for lawyers and staff and increases our adoption rate.

Joseph MacDonald

Team Lead, Enterprise Applications

Gowling WLG Law firm

FileTrail is all-encompassing, allowing us to manage physical as well as electronic records thanks to the integration with NetDocuments.

FileTrail is sleek and streamlined. It’s web-based and more user-friendly, more visual and better organized than LegalKEY.

The integration between FileTrail and NetDocuments has also helped us from a mobility standpoint… With FileTrail, we now have reporting capabilities we didn’t have with LegalKEY.

John Churchill

Records Department Manager

After reviewing several products, it was clear that FileTrail provided the best solution for automating document retention FileTrail is user-friendly, flexible and configurable, and we were impressed with how well it integrates with NetDocuments. FileTrail will free lawyers from having to worry about when files need to be disposed, significantly reduce administrative costs, and enable our IT and information governance teams to work more efficiently and effectively in supporting the business.

Maurice Tunney

Director of Technology and Innovation

keystone law

Selendy & Gay

Modern Records Management & Information Governance -
Getting it right from the start

“The professional, hands-on service and support we’ve received throughout the sales and implementation process have reinforced our buying decision at every step…”

Why FileTrail Records Management?

FileTrail is committed to developing and supporting integrated platforms, including records management, information governance and matter mobility for a holistic approach to data management.

The timely disposition of old records and documents will reduce risk and lower storage costs.

Simplicity

Efficiency

Migration & Integrations

FileTrail’s legal records management system is a cutting-edge solution for law firms, seamlessly blending case management software and document management solutions. This comprehensive management tool is designed to streamline records and information management, offering robust document retention schedules and the ability to access documents and emails from anywhere. 

As a leading legal document management software, FileTrail excels in integrating management systems, ensuring efficient practice management software for law firms. Its unique approach to records management processes and information management positions it as a top-tier software for law firms, dedicated to optimizing legal software applications and enhancing the management of legal records.

Law Firms choose FileTrail for our

Legal focus

  • Workspace – Matter-centric view of physical records, policies, timekeepers.
  • Reporting – Build and share reports and graphs easily with attorneys and admins.

Customization

  • Visibility – Personalize dashboards reveal trends, metrics, and work to be done.
  • Perfect fit – Easily configured to your firm with unlimited user-defined fields.

Insight

  • Forecasting – Destruction forecasts help you budget space and costs.
  • Monitoring – Review Monitor helps spot bottlenecks and manage reviewers.
  • Remote – Support remote workers with scan-on-demand requesting.

Experience

  • Expertise – Teams skilled at developing cloud solutions.
  • Longevity – More than two decades delivering premier records management software.
  • Support – Exceptional client service.

Law Firms Love FileTrail

Large, medium and small firms . . . on 5 continents . . . in 8 languages

 
Akin Gump
arent fox
Baker Donelson
Bilzin Sumberg
Bowditch Attorneys
Burns Levinson
Clifford Chance
Davis Graham & Stubbs
Davis Wright Tremaine
Denver District Attorney
Dorsey & Whitney
Dykema
Foley & Lardner
Frost Brown Todd
Gilbert LLP
Gowling WLG
Hellmuth & Johnson
Hogan Lovells
Holland & Knight
Jackson Lewis
Keystone Law
Loeb Loeb
Milbank
Miller Martin
Miller Nash Graham Dunn
Morris Manning & Martin LLP
Motley Rice
Neal Gerber Eisenberg
Nelson Mullins
Neumiller & Beardslee
Nexen Pruet
osler
Perkinscoie
Ruskin Moscou Faltischek
Selendy Gay
Simpson Thacher
Sullivan & Cromwell
Waller
Wiley
Williams Kastner
Wyrick Robbins
 

FileTrail’s legal records management system is a cutting-edge solution for law firms, seamlessly blending case management software and document management solutions. This comprehensive management tool is designed to streamline records and information management, offering robust document retention schedules and the ability to access documents and emails from anywhere. 

As a leading legal document management software, FileTrail excels in integrating management systems, ensuring efficient practice management software for law firms. Its unique approach to records management processes and information management positions it as a top-tier software for law firms, dedicated to optimizing legal software applications and enhancing the management of legal records.

Kunden lieben FileTrail  ♥ Clients adorent FileTrail  ♥  Klanten zijn dol op FileTrail  ♥  Clientes les encanta FileTrail  ♥  Clientes adoram o FileTrail  ♥ 
FileTrail العملاء يحبون  ♥  客户喜欢 FileTrail  ♥  Clients Love FileTrail  ♥ 

Discover how FileTrail’s comprehensive solutions streamline and modernize the entire records management process. Our platform is uniquely designed to address the challenges faced by law firms, introducing innovative features that ensure efficiency, risk reduction, and cost savings.

Modernize Your Firm’s Processes with FileTrail 

Facing outdated systems or skyrocketing storage costs? FileTrail’s platform offers groundbreaking solutions. Learn how we can assist you in saving time, cutting costs, and enhancing efficiency.

FileTrail: A Trusted Choice for Leading Law Firms 

Discover why top law firms globally prefer FileTrail for managing the complete life cycle of their physical records.

Managing legal records has never been simpler. FileTrail offers an efficient system that integrates labeling, migration, integration, and customization. Tailor your experience to match your firm’s specific needs and enjoy the seamless process we provide.

Easy Tracking and Labeling 

Integrated barcoding and color coding facilitate smooth tracking and labeling, allowing for simplified management.

Quick Migration and Seamless Integrations 

Transitioning from legacy data or integrating with major providers? Our experienced migration team makes it easy.

Customized Solutions 

Tailored to You Configure dashboards, set up unlimited user-defined fields, and personalize your experience to your firm’s unique needs.

Key Benefits and Features

FileTrail’s records management solutions offer tangible benefits that transform your daily operations. From cutting down costs to reducing risk and enhancing efficiency, we provide a suite of features that empower your firm’s records management capabilities.

Cost Reduction 

Automation and streamlined workflows cut down on both administrative and storage costs.

Risk Mitigation 

Properly dispose of old records and documents to reduce risk and ensure compliance with legal requirements.

Enhanced Efficiency

 Track movement, boxing, and archiving. Locate or request records and generate reports quickly with our advanced search tools.

Remote Support

 Cater to remote workers with scan-on-demand requesting, providing flexibility in the current remote-working environment.

Efficient records management ensures compliance, reduces risks, and streamlines operations. Learn more about the importance of managing your physical records here.

FileTrail employs state-of-the-art security measures, from encrypted storage to strict access controls. Discover our commitment to security here.

Absolutely! FileTrail offers solutions for both physical records archiving and digital records management. Explore our physical RM archiving process here.

FileTrail is designed to seamlessly integrate with various platforms, ensuring a smooth workflow. Check out our software implementation best practices here.

While we specialize in legal records management, we also cater to corporate, pharmaceutical, and banking sectors. Read about our records management for the banking industry here.

Compliance is at the heart of our solutions. Our platform helps firms adhere to outside counsel guidelines and client retention requirements. Learn more here.

Yes, we offer guidance on document retention and secure destruction methods. Dive into our insights on document retention and destruction policy here.

FileTrail stands out for its comprehensive features, security, and industry-specific solutions. Compare leading records management solutions here.

We provide extensive training and continuous support to ensure our clients maximize the benefits of our platform. For any queries or support, feel free to contact us.

Innovation is core to our approach. From partnerships to acquisitions, we’re always enhancing our offerings. Learn about our recent acquisition to modernize off-site RM and IG here.