Configurable and Connected: A Modern Approach to Information Governance
For years, records management operated quietly in the background—often disconnected from broader compliance, client expectations, or business strategy. But those days are over.
In today’s legal and corporate environments, governance is under a microscope. Clients, regulators, and internal stakeholders all expect more transparency, stronger controls, and the ability to demonstrate compliance at any moment. That means firms need more than just policies—they need systems that can enforce, adapt, and scale.
Modern Governance Starts with the Right Foundation
True information governance isn’t about locking data away—it’s about making the right data available to the right people, at the right time, under the right rules. That’s where FileTrail stands out.
At the core of FileTrail’s platform are two powerful features: the Master List and unlimited user-defined fields (UDFs).
- The Master List is a centralized metadata engine that defines your record types, rules, and classifications. It’s the governance “brain” that ensures your data structure supports your firm’s specific needs.
- UDFs empower firms to go beyond cookie-cutter configurations. With no coding required, you can capture and report on the metadata that matters most—whether it’s client guidelines, retention triggers, audit classifications, or department-specific workflows.
Together, these tools let organizations turn governance into a strategic asset—reducing risk, increasing efficiency, and unlocking smarter compliance.
Integration is No Longer Optional
Even the best-designed governance strategy will fail if it exists in a silo.
That’s why FileTrail prioritizes interoperability—seamlessly connecting with tools like Microsoft 365, Litera CAM, iManage, and NetDocuments. These integrations ensure that governance policies aren’t just documented—they’re embedded in everyday workflows.
When records governance aligns with the systems your teams already use, adoption increases, errors decrease, and firms can confidently meet the increasingly complex demands of clients and regulators.
Why Customization Matters Now More Than Ever
As client Outside Counsel Guidelines (OCGs) grow more prescriptive and retention schedules more complex, flexibility in your governance system is no longer a luxury—it’s a requirement.
FileTrail’s configurable platform gives legal teams the ability to:
- Quickly adapt to evolving client or regulatory requirements
- Centralize policy enforcement across offices, departments, and matter types
- Make audit readiness and compliance reporting faster, easier, and more defensible
Whether you're navigating hybrid work, preparing for audits, or consolidating systems post-merger, your records strategy should support your agility, not slow it down.
That’s the promise of customizable and connected governance. And that’s what FileTrail delivers.
Ready to See FileTrail in Action?
If your firm is looking to move beyond outdated, one-size-fits-all records management, now’s the time to see what modern governance really looks like.
Check out our webinar, Configurable and Connected: How FileTrail Powers Modern Governance , to learn how firms are using FileTrail to centralize policies, strengthen compliance, and streamline operations—while staying flexible enough to meet evolving client and regulatory demands.
Ready to witness the power of FileTrail? Schedule a demo with our experts today.
