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Using Client / Matter Record Types

There are a number of new Record Type behaviours in RM, including the Client behaviour and the Matter behaviour. Using these Record Types enables effective capture of legal records. A Client record is established, which holds the Matter records (of

by | 18/08/2015 read more
Avoid Performance Management; Focus on Information Management

The list of skills asked of people working in records and information management is out of control. There is an expectation from the business that the records manager is an expert in change management, training design and management, IT hardware,

by | 17/08/2015 read more

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