Project Management Support

Our project management and implementation services vary depending on each client’s need. Every engagement is client-specific, however some examples of ongoing project support that we provide include:

• Create a formalized, long-term project plan for managing information and records within a law firm or corporation
• Develop requirements and manage proposal process to choose records, document, conflicts and workflow systems
• Project management support for data mapping, systems implementation and customization (e.g. automated workflow, conflicts, records and document management)
• Development of document retention policy and supporting procedures
• Plan for managing files before, during and after an office relocation or merger
• Educational sessions for attorneys on the importance of managing client-matter information in a way that protects the firm from risk and supports client needs
• Recruit, assess and train records staff