FileTrail, Inc.’s File Management Solutions Save Time and Money for Small Law Firm

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FileTrail, Inc. offers file management solutions to LBHM, a small law firm consisting of 24 staff members, to save it time and money. FileTrail's solutions make file management for LBHM manageable and economical.

Before you waste more time and money laboriously sorting through your clients’ files, discover how Lovett Bookman Harmon Marks LLP (LBHM), a Pittsburgh based law firm which consists of 24 staff members, made file management both easy and economical by using FileTrail’s file management solutions.

FileTrail, Incorporated is a leading provider of Enterprise Records and Information Management (ERIM) – software for tracking and managing records. FileTrail helps law firms with 20 to 400 total staff save time and get control of their client records. Law firms that use FileTrail’s solution benefit in several ways. First, they save up to forty percent of labor over typing individual labels. Also, scanning bar codes to check-in, check-out, and transfer files is a fast and accurate way of tracking files. All staff can search to see what files exist and where they are without leaving their desks. Finally, FileTrail’s solution enables firms that use it to speed up their archiving and cut labor costs.

FileTrail’s bar coding solution allows LBHM’s staff members to easily locate and organize the firm’s four-thousand client files.

“FileTrail gives the firm the ability to effectively track files and locate files,” said Lisa Altomare, the LBHM office manager. “For us, FileTrail is very beneficial, because a client may have thirty different folders, and inside each folder there may be five subparts.”

FileTrail also helped LBHM simplify archiving by interfacing with the software used by Business Records Management Inc., LBHM’s off-site storage vendor where LBHM stores a large quantity of its clients’ files. Using FileTrail allows LBHM’s staff to place orders for pickup and retrieval of records with a simple click of a button.

FileTrail’s solution greatly reduces the time it takes LBHM to sort through one client’s files in search of a specific piece of information.

“FileTrail gives us the ability to search and select the folders that have the right information,” said Paschall, a staff member of LBHM. “We can find folders we need quickly, limiting the number of folders we have to look through.”

Using FileTrail enables LBHM to reduce its labor expenses and capital expenditures for servers and server software. The FileTrail application can be accessed through Internet Explorer, and FileTrail’s servers perform all management tasks, backups, and upgrades.

“Having FileTrail host the system on its servers was a great decision,” said Paschall. “Since we started in 2003 we have never had to worry about doing backups, upgrading software or installing software at anyone’s desk.”

About FileTrail, Inc.

FileTrail, Inc. is headquartered in San Jose, California, and is a leading Enterprise Records and Management (ERIM) provider of records tracking and management software. It offers RFID, bar coding, and color coding systems to firms that need help with managing their files. Companies that use FileTrail’s technology are able to automate their records handling, automate their manual tasks, streamline their processes across the organization externally, and leverage existing ERP and mission system investments to eliminate data entry and replicate existing data standards. FileTrail’s technology allows companies to improve processing efficiency, reduce operating costs, enhance customer satisfaction, and improve staff member service. For more information on FileTrail’s services, visit http://www.filetrail.com.

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Michelle Nabhan
FILETRAIL, INCORPORATED
408-298-3728
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