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OUR SUCCESS STORIES
- For a 200+ attorney firm, managed a records inventory, using laptop computers, for approximately 30,000 files in eight practice areas; designed proprietary records management database; prepared records management procedures; trained records management staff.
- For a 70+ attorney securities firm, designed file category system; issued procedures; trained secretaries and paralegals in new filing system.
- For a law department for a biotechnology company, conducted inventory of approximately 11,000 files; assisted with conversion from legacy database system to new matter management system; established processes and procedures for matter management system; trained administrative staff and attorneys in new systems.
- For a law department for a computer hardware and software company, developed a records retention schedule; developed procedures and training.
- For several small law firms, performed analysis of overall law office and law practice management procedures.
- For a 40+ attorney health care law firm, designed the file category system; converted from an alphabetic to a numeric file system; prepared procedures; trained records personnel.
- For a 70+ attorney municipal law firm, reorganized the litigation files for all clients, designed a file tracking system in MS Access and converted data to the new system; provided records management staffing services; trained users in records management procedures.
- For a 70+ tort litigation firm, inventoried their research collection of approximately 4,000 files; developed procedures for maintaining the collection and trained staff in the procedures.
- For an employee benefits law firm, converted filing system from legal-size to letter-size, out of a file-subfile system, and reorganized into new filing categories; developed records management procedures; trained staff; provided backup records management staffing.
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