Case Study: Jackson Lewis improves records management and productivity with FileTrail

Jackson Lewis - Customer Case Study

Jackson Lewis, an AMLAW 100 law firm with 800+ attorneys and 1,500+ staff, needed to move away from a traditional records management system as its footprint and records volume expanded across 59 offices. The firm faced growing on-site storage costs, difficulty locating documents, and increasing challenges with record disposition and information governance. It selected FileTrail Records Management to modernize how it handled the creation, storage, retrieval, and destruction of paper and electronic records.

FileTrail implemented a streamlined records management platform with integrations to NetDocuments and connectors to Intapp for synchronized client-matter data, ethical walls, and legal holds. The result was faster records tracking, improved productivity for secretaries, paralegals, and attorneys, and fewer lost or missing files thanks to standardized labeling. Jackson Lewis expects additional long-term cost savings as FileTrail’s retention and disposition tools reduce the need for storage space and help the firm more fully automate information governance.

Jackson Lewis

Bradlee W. Davis

Director of Records and Information GovernanceDirector of Records and Information Governance