Solution for Legal Departments

legal contracts

FileTrail has been helping legal departments automate Information Governance for 15 years.

Our single workspace creates a unified visibility for all information and records. Our configurable solution ensures rapid deployment, reducing the need for change management and support. Our technology lets you choose the best platform for your situation – on premise or in the cloud – with no need to commit to either option for future reforms. Take control of your electronic documents. Choose FileTrail.

Built for Success

Matter-Centric Management  A single integrated interface provides attorneys and staff quick access to electronic documents and physical records.  A matter-centric approach streamlines access to documents and records for a single matter.

information governance

Implement IG Strategy

Calculate retention with matter close date.
Apply holds by matter to specific records.
Build ethical walls or sync with IntApp.
Archive records based on activity.
Online review of disposition dates.
Email alerts for reviews and escalations.
Streamlined disposition and destruction.

Intelligent Search Tools  Standard search tools provides extensive search capabilities with wildcards and Boolean logic.  Our Full Text Search engine returns relevancy- and proximity-ranked results.  Searches are easily customized ensuring that the correct information is available.


Automate Physical Records

Powerful search on any field.
Simple download of search results.
Create ad-hoc results with ease.
See ranked results from full text search.
Activity dashboard for file room personnel.
Automate off-site disposition and archival.
Print plain or color coded labels.

Advanced Tracking Tools  Barcode and RFID scanning capabilities makes tracking easy.  Auditing tools provide real-time feedback about missing and misplaced records.  Pull Lists streamline retrieval of records for Discovery.  The RFID Detector helps locate missing files from up to 20 feet away.


Easy Transition

Experience with migrating legacy data.
Exchange legacy functionality with similar but optimized features.
Guaranteed commitment to law firms.
Customer feedback impacts new releases.
Continual advancements with regularly scheduled product updates.
Upgrade easily without extra help.

Defensible Disposition  FileTrail automatically applies the firm’s retention policies.  Holds on a matter or individual records prevent disposition.  On-line review and approval eliminates printed reports and data entry in the disposition process.


Best Solutions in the Market

100% browser-based application.
Access on your PC, tablet or smart device.
Store on premise or in the cloud.
Protected and secured with proven vulnerability testing.
AD and SAML authentication

Matter Mobility  Import tools ingest and validate data from lateral hires and acquisitions.  Synchronization with Matter Intake ensures that Client-Matter stays up to date in FileTrail.  Import tools apply Ethical Walls created and managed in external systems.  Download tools allow export of data for departing attorneys.


Easy Configurations, Low Cost

Quick deployment and lower costs.
Create unlimited user-defined fields.
Configure search forms and results to fit.
Configure operational changes in file rooms.
Limit access to batch creation templates.
Control access with granular privileges.


Clients Love FileTrail

Learn More

Interested in learning about how FileTrail can help your organization?
Schedule a demo or contact us today.