FileTrail Records Management

FileTrail Records Management is a solution designed to assist law firms in managing the life cycle of their physical records. According to the vendor, this software offers features such as file tracking, barcoding, reporting, and automated disposition, with the aim of improving efficiency and reducing administrative costs. The product is suitable for law firms of all sizes, from small boutique firms to large multinational practices. It is utilized by various professions and industries, including law firms, legal departments, and corporate legal teams.

Key Features

File Tracking: According to the vendor, users can track files from creation to location and request using integrated barcoding and color coding. The software allows for maintaining a comprehensive record of file movement, including boxing and archiving, using barcodes and RFID technology.

Reporting: The vendor claims that users can easily build and share reports and graphs with attorneys and administrators. The software offers powerful search tools to locate or request specific records, enabling users to generate reports quickly. Customized dashboards are available to reveal trends, metrics, and work to be done.

Migration & Integrations: The vendor states that users can migrate legacy data quickly and easily with the assistance of FileTrail's experienced migration team. Additionally, the software can be integrated with Iron Mountain, Access Corp, or other providers to streamline records management processes.

Workspace: According to the vendor, the software provides a matter-centric view of physical records, policies, and timekeepers. Attorneys and administrators can easily access and manage records within the context of specific matters.

Customization: The vendor claims that users can personalize dashboards to meet the specific needs of their firm. The software can be configured to fit the firm's requirements with unlimited user-defined fields.

Visibility: According to the vendor, the software offers personalized dashboards that provide visibility into records management processes. Users can monitor trends, metrics, and work to be done at a glance.

Forecasting: The vendor states that users can utilize destruction forecasts to budget space and costs effectively. The software helps in planning for the timely disposition of old records and documents to reduce risk and lower storage costs.

Monitoring: According to the vendor, users can leverage the Review Monitor feature to identify bottlenecks and manage reviewers efficiently. The software helps users stay on top of records management tasks and ensure compliance with firm policies and client requirements.

Remote Access: The vendor claims that the software supports remote workers by enabling scan-on-demand requesting. Users can access records management functionalities from anywhere, anytime.