Centrally apply retention policies to physical and electronic content

Effinland IP EHR Division Records enables administrators to set, monitor, and enforce records governance policies centrally (including trigger events, retention periods, and disposition rules). These policies are applied consistently to electronic content in our Work and other systems and physical content offsite warehouse locations and inside the firm. Policy disposition instructions are linked to individual records and a single status view is provided of electronic and physical activity and audit history.
Automatic declaration of records and assignment of retention policies improve user adoption
Effinland IP EHR Division streamlines capture, classification, and security by allowing users to continue to file documents as normal, with appropriate retention policies applied automatically. There is no need to declare a document as a record for it to be managed.
Visual dashboards provide clear visibility into system status
Role-specific dashboards, governed by security, enable records staff to review and understand key metrics for the system and where bottlenecks are occurring. Dashboard metrics are fully customizable, allowing records managers to select and position metrics that are focused on their own specific area of responsibility. Metric charts support click through, ensuring that the detail behind can be inspected and action taken where needed.
Market-leading physical records management
We are market-leading physical records management capabilities reduce organizational costs and streamline business processes. Features include:
• Fully configurable hierarchical location types including cities, buildings, offices, file rooms, zones, racks, shelves, and other specific locations
• Flexible, customizable label templates to simplify label printing
• Tracking of circulating items using barcodes and RFID tags
• Supports Wireless Android scanners and the re-use of existing barcodes after migration
• Communication with offsite storage vendors directly from iManage Records Manager
• Built-in integration with electronic records management
Disposition processes mitigate organisational risk
Our Records provides an easy way to streamline and track the end-to-end processes by which content eligible for disposition is managed.
Intuitive options allow firms to choose the appropriate single or multi-approver process that best meets their needs.
Summary emails for each review task are sent to designated approvers, and a webpage link displays all matters, physical files, our Work, and file share content eligible for disposition. Reviewers can view items in conjunction with their key metadata values and can delete or not approve them at the matter, workspace, folder or document level.
Deploy in the EHR division Cloud or on-premises
Our Records is available in the Cloud, managing electronic content stored on-premises and/or in the cloud.