The Challenge

Law firms face increasing complexity when transferring client data between firms. Disparate tools, manual processes, and limited visibility create security risks, audit challenges, and inefficiencies, especially during partner moves, matter transitions, and firm onboarding.

The Solution

TransferHub is a centralized cloud platform that manages every stage of the firm-to-firm transfer process. It replaces fragmented tools with a single, secure system that provides visibility, control, and defensibility from intake to delivery.

TransferHub enables legal teams to confidently send and receive data while maintaining auditability, security, and compliance throughout the transfer lifecycle.

Key Benefits

• Simplify transfers with a single platform for sending and receiving firms
• Increase visibility with a complete view of all active and historical transfers
• Reduce risk through automated file analysis and flagging for sensitive content
• Improve audit readiness with detailed activity logs
• Accelerate onboarding and transitions with immediate data access

Core Capabilities

• Integration to NetDocuments, iManage, and Sharepoint
• ZIP and PST Processing
• Internal Email Flagging
• Stop Words and Redline Detection
• Flexible Review Process
• Integration with RetentionHub for post-transfer file disposition

The Challenge

Most firms know they are holding data far longer than necessary but hesitate to act because:

• Deleting data feels risky without a defensible, comprehensive solution
• Retention decisions require attorney judgment, not pure automation
• Existing tools are often all-or-nothing and hard to defend later
• IT-led deletion lacks matter-level context and policy knowledge
• Auditors ask "Who decided this, and why?"

As a result, firms accumulate decades of dormant matters that quietly increase litigation exposure, breach risk, and storage cost.

The Solution

RetentionHub is a legal data retention and disposition solution built specifically for law firms that need to reduce long-term data risk without sacrificing defensibility, attorney oversight, or client trust.

RetentionHub introduces a review-first retention workflow that aligns with how attorneys think about matters. Instead of bulk deletion, firms can search for retention-eligible matters, create retention collections, review matters directly from the DMS, record explicit decisions, execute disposition, and preserve a permanent audit trail.

Nothing is processed without a recorded decision. Attorneys and their elected reviewers are always the decision-makers.

Key Benefits

• Familiar matter-centric views for attorneys
• Side-by-side document and folder review
• Clear decision options aligned to firm policy
• No spreadsheets, exports, or external tools
• Every action logged with user, time, and outcome
• Retain/Extend decisions automatically protect content
• Legal-hold-safe execution prevents accidental destruction
• Fully documented and auditable deletion outcomes

Core Capabilities

• Search for retention-eligible matters by age, status, client, attorney, or keywords
• Create retention collections: living aggregations of destruction candidates
• Review matters and documents directly from the DMS
• Record explicit decisions (retain, extend, destroy, return)
• Execute disposition of decisioned content easily and often
• Direct integration with iManage and NetDocuments
• No data duplication or secondary repositories
• Completed collections remain available for read-only audit review

The Challenge

Legal and professional services firms depend on their document management system (DMS) to securely organize information in a way that reflects each firm's unique business structure.

The information needed to create and organize those workspaces often starts somewhere else. Matter details, attorney records, and routing rules live in accounting, practice management, HR, or intake systems. Translating all of that into a consistent DMS structure is tedious and hard to govern at scale.

Manually keeping the DMS aligned with these constantly changing requirements creates operational friction, delays matter onboarding, increases support burden, and introduces governance and security risk.

The Solution

ProvisionHub gives firms a centralized way to standardize and execute workspace and user provisioning with more control and less rework.

Firms can create templates for workspace structure, configure provider-aware mapping rules, preview exactly what will happen before execution, and then queue or run provisioning work with clear operational visibility. ProvisionHub enables firms to move from one-off setup work to a repeatable, auditable provisioning workflow built for real-world legal operations in iManage, NetDocuments, SharePoint, Aderant, and others.

Key Benefits

• Accelerate matter onboarding: Support faster hands-on or automated workflows that produce consistent workspaces
• Standardize workspace structure: Align templates across offices, practice groups, and destination systems
• Reduce manual provisioning effort: Lower workload for administrators and support teams
• Improve operational confidence: Use preview-first execution and run-level visibility
• Support firm-specific rules: Configure naming, mapping, and automation without a one-size-fits-all model
• Remediate change: Reapply standards over workspaces with user drift using ProvisionHub's "To Be Filed" remediation

Core Capabilities

• Workspace design: Create and manage reusable templates with folders, search folders, tabs, conditions, and provider-aware settings
• Preview before execution: Generate a non-destructive provisioning plan so administrators can review the proposed workspace before any changes are made
• Matter gap analysis: Identify source matters that are missing or already present in the destination and submit for creation or remediation
• User gap analysis and provisioning: Compare source to destination users and queue user creation workflows for NetDocuments and iManage
• Mapping and automation controls: Configure template mapping, workspace naming, queue rules, and post-sync automation for eligible matters and users
• Run history and execution detail: Review preview runs, execution outcomes, and provisioning activity with the operational detail needed to audit and manage at scale
• Multi-provider provisioning: Provision across iManage, NetDocuments, MS Teams, and SharePoint workflows from one operational hub