Records Security & Retention

Is your firm leveraging LegalKEY Records Management and trying to apply centralized records policies across your paper and electronic information? The Frayman Group has the solution for you.

The proliferation of client/matter information throughout numerous firm repositories challenges law firms’ records management practices. Sheer volume, especially stemming from e-mail and increasingly electronic documents, makes it nearly impossible for firms to adhere to best practices as well as legal mandates related to records declaration and retention, legal holds and preservation orders.

compliguard records security & retention is designed to integrate the firm’s LegalKEY Records Management solution with information repositories to effectively address electronic records management requirements and compliance challenges.

compliguard records security & retention approaches electronic records management in a holistic fashion whereby LegalKEY is the centralized policy engine:

• Advantages:
• LegalKEY is the control center for firm wide retention policy
• File plans are created in LegalKEY and applied to DMS
• Retention rules can be applied at Area of Law, Content Type, or Area of Law AND Content Type level
• Retention can be triggered based on a user definable event
• Retention is applied to all repositories controlled by LegalKEY
• Matter-centric folder creation
• Automated, rules-based declaration according to retention policy
• Lock-down of records subject to legal holds
• Identification of records subject to preservation orders regardless of firm repository