Thursday, August 3, 2017

Conflicts & Records: On LegalKEY Transitions


 

Several updates and resources of note for firms still on LegalKEY and looking to make a change. First, from FileTrail comes: "FileTrail Introduces New Features to Improve Firm Transitions Away from LegalKEY Records Management Systems" --
  • FileTrail, a leader in next-generation records management software, today announced the release of several new features to make it easier for firms to switch from their old system to FileTrail. The latest enhancements demonstrate FileTrail's commitment to ongoing product development to ensure law firm clients have access to the features they depend on but in a premier, modern records management system.
  • "Many of FileTrail's newest features are in response to the market need being created by legacy RMS products such as LegalKEY no longer being updated to address current industry standards. The risk to firms in keeping these older systems is significant, but some have been reluctant to replace them because of the useful features they offer.
  • "John Churchill, records department manager at Nelson Mullins Riley & Scarborough, says this about the firm's move to FileTrail: 'It has been many years since we have had any LegalKEY upgrades or significant product enhancements. Since future development is over, we have turned to FileTrail as a replacement. FileTrail provides the flexibility, continual development, software integrations and advanced reporting features we need to properly manage our records program going forward.'"
  • "The article provides additional detail on their enhnacements and new features including: Workspace, Reporting, Item View, Tabbed Views, Volume Numbers, Contents, Replication, Media-Container Restriction."
Next, InOutsource is hosting a session at the upcoming ILTA conference in Las Vegas:

InOutsource Builds Integration from Intapp Open to FileTrail Records Management System
  • Many firms struggle with a mechanism to pass client-provided guidelines from new business intake to the records management team. InOutsource, a leading provider of consulting and implementation services for law firms, leveraged their expertise with both Intapp Open and FileTrail Records Management System to provide firms with an integration between new business intake and records management so that information captured at matter opening can be passed along to the records system.
  • Not only is it possible to pass guidelines between systems but you can even automate requests within FileTrail directly from Intapp Open.
  • Join InOutsource as they demonstrate the functionality to pass outside counsel guidelines and other functionality, including new file creation requests, between Intapp Open and FileTrail.
  • Where: ILTACON 2017, Demo Room Breaker H
  • When: Monday (8/14) 2:00pm – 2:45,  Wednesday (8/16) 11:30 – 12:15
  • RSVP HERE

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