By implementing our recommendations, the law firm achieved excellent outcomes. The same amount of records management work can be completed with 3.5 fewer staff members, and the firm reduced their document storage costs by approximately 50%. Workers can access information more easily and quickly, and employee productivity and efficiency improved as a result of workflow changes:
- Record destruction is outsourced, streamlining the processes and allowing a dedicated destruction specialist to change roles.
- Redundant data entry points in the new business intake process are eliminated.
- Screening workflows related to client intake and conflicts of interest now are the responsibility of dedicated staff members, instead of the records manager.
Next up? An audit of stored files based on the new retention policy. The firm estimates that they can reduce the number of boxes of information they store by as much as 45%.