Records and Information Management

Law Firms


Records and Information Management

Law Firms

Improve your delivery of legal services with a centralized repository to help you to locate and access client and matter files in any format.

FusionRMS provides instant access to physical and digital information including our mobile application when you are on the go.

Faster, leaner legal operations

Effective delivery of legal services relies on the fast, efficient flow of client files and matter files.

However, in many law firms and legal departments:

  • legacy paper filing systems make it difficult or impossible to find and share information
  • a hybrid environment of electronic and physical files compounds the challenges of document filing and retrieval
  • inefficient storage solutions drive up overhead costs and make it hard to access information
  • document tracking spreadsheets and databases are outdated and cumbersome to use
  • poor information management practices expose you to risk and compliance issues


Optimize your delivery of legal services with the experts at TAB

Our legal solutions enable fast, efficient delivery of legal services. We help you:

  • track client and matter files in both paper and electronic format using TAB FusionRMS, our legal file management software
  • manage electronic legal files from ECM systems, office documents and email
  • digitize paper documents for easier storage and sharing
  • instantly view digitized files online, from any location, via our cloud repository
  • find and request delivery of paper files from any storage location, onsite or offsite
  • reduce lost and incomplete files, helping you minimize risk

Manage all of your legal records in one system

  • get a clear view of all of your records in one easy-to-manage system
  • manage paper and electronic records together
  • automatically import emails and documents created in your other software platforms

Reduce risk

  • eliminate records management “blind spots”, ensuring that all records comply with applicable legislation
  • automatically apply rules for records retention and disposition
  • reduce lost files with sophisticated tracking features
  • manage security with permission-based access at the collection, file and document levels

Provide better access to client and matter files

  • powerful search tools allow lawyers and other staff to quickly find the information they need
  • take advantage of the mobile app to give staff access to vital information any time, anywhere
  • make effective and timely decisions with instant access to customer files
How to implement records management software

How to Implement Records Management Software

This white paper shares eight lessons learned by the legal department of a Global 500 automotive company while implementing records management software.

This frank, first-hand account describes the selection process, the planning and design stages, the software roll-out, and some of the successful change-management strategies that they employed.

Download White Paper

Learn more about legal services delivery powered by TAB FusionRMS

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