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.

Client, matter, project, user, and security data often originate in upstream systems such as accounting, practice management, or HR platforms. Each practice group may require different folder structures, metadata, security models, or ethical walls.

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 is a centralized provisioning system that will automatically create a firm's or company's client, matter, project, user, and security structure inside of the document management system and keep it up to date.

The system allows each firm or customer to create detailed templates that contain folders, saved searches, or custom security. These can be applied at a matter/project level in the document management system, ensuring files are stored in a correct and uniform organizational structure.

Key Benefits

• Accelerate client and matter onboarding: Automatically provision DMS workspaces in minutes instead of days
• Enforce consistent structure and governance: Ensure every client and matter follows approved templates, naming standards, and metadata rules
• Reduce administrative and IT burden: Eliminate manual workspace creation, security updates, and rework
• Improve security and compliance: Apply ethical walls, role-based permissions, and access controls accurately and consistently
• Adapt to firm-specific workflows: Support multiple practice groups, templates, and organizational models within a single platform

Core Capabilities

• Automated Client & Matter Provisioning: Create DMS workspaces automatically from accounting, practice management, or intake systems
• Template-Driven Workspace Design: Define reusable templates with folders, saved searches, metadata, and security rules
• Dynamic Security & Ethical Walls: Automatically assign and maintain permissions based on roles, teams, and matter attributes
• Continuous Synchronization: Keep DMS structures up to date as clients, matters, users, and security change over time
• Flexible Firm & Practice Group Configuration: Support multiple organizational models, naming conventions, and governance rules within one firm
• Integration with TransferHub: Seamlessly support return-to-client, inbound, and outbound file workflows as part of the matter lifecycle
• Audit and Reporting: Full audit trail of all provisioning and security actions with visibility into templates, rules, and compliance reporting