Legal

Today’s law firms recognize the need to classify and manage the records & information critical to the legal matters for which their attorneys are responsible. When conducting a legal discovery process, the efficiency, accuracy and completeness of searches for relevant content can make a significant difference in the cost and outcomes. Firms strive to adopt best practices for records keeping, information governance policies and consistent procedures in order to prevent embarrassing failures to produce material information in prescribed time frames. It is also worth noting that records and information management systems need to be designed for the attorneys and clerks that use the software, and not exclusively for experienced records managers.

OmniRIM Records Center – Legal Solution

OmniRIM Records Center is available as a pre-configured, hosted solution that allows companies in the Legal sector to minimize time, effort and cost to tailor the system for their organizations, and quickly get productive in the business of managing and controlling business-critical records.

Download the special report: ROI of Records Management for Legal Discovery

Key Features:

  • Intuitive and elegant User Experience
  • ArchiveMetrics™ dashboards
  • Pre-configured record types and standard metadata for Legal industry
  • Tracks and indexes records by Matter, Attorney and Client
  • File plan can be created and managed for each matter or client 
  • Integrates with popular Matter Management products.

Usability

OmniRIM Records Center is designed for Legal firms of all sizes – whether you have 25 partners or 2500. Great effort has been taken to ensure the user interface, navigation and other elements of the customer experience have been optimized to produce a product that is intuitive and easy for all types of users – whether experienced records managers or attorneys reviewing records for relevancy in a legal discovery process.

ArchiveMetrics™ dashboards allow records managers and other types of users to view the metrics, recent transactions, priorities and items flagged for immediate attention. This at-a-glance health check allows records managers to quickly mitigate business risk and focus on activities with highest business value.

Legal Matters

OmniRIM tracks and indexes records by Matter. The Search capability allows the records managers to query all relevant records to a specific name, phrase or keyword, and apply a Hold to the relevant results. The Hold and the individual records can be associated with the appropriate, identified Matter.

File Plans and Taxonomy

OmniRIM supports a hierarchical structure allowing for multiple file plans. A single OmniRIM implementation may have file plans for each client, each matter, or for each different type of law practiced.

Pre-defined Record Types and Metadata Elements

OmniRIM provides a series of predefined record types, lists and metadata elements that are essential in the management of your accounting, human resources, marketing, operations and customer records. OmniRIM applies common metadata elements across multiple record types, empowering you with the ability to locate a diverse set of records relating to a single common metadata field. OmniRIM's predefined managed lists and lookups for Legal organizations increase efficiency and accuracy by alleviating the need for users to continually memorize and enter complex data, thereby reducing data entry keystrokes, while ensuring the data entered is correct across all affected record types.

End-to-End Retention Policies

OmniRIM provides end-to-end retention schedules for its policy management. This allows you to retain customer records for a period after the customer’s matter is closed.

Audit Controls

OmniRIM allows records managers to enter a Reason for Change any time a record is edited or amended and saved. Integrity of audit logs supports the immutability of vital records (also referred to as non-repudiation of records). Any change to the record is traceable in the audit trail.

Download the special report: ROI of Records Management for Legal Discovery