About FileTrail Records Management

FileTrail is reshaping the information risk management landscape, enabling firms to meet urgent client demands, pass audits and address new compliance rules with a modern approach to records management and information governance. FileTrail centralizes, simplifies and automates the IG life cycle, including policy management, document review, and disposition — integrating across physical records and electronic repositories — so firms can address OCGs, lateral intake, matter mobility, and client audit response. As risks associated with poorly managed information continue to grow, companies face more scrutiny about their IG policies and procedures than ever before. FileTrail GPS provides visibility across all information repositories within your organization — with ong...

FileTrail Records Management Pricing

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FileTrail Records Management Reviews

Overall Rating

4.0

Ratings Breakdown

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(1)

(0)

Secondary Ratings

Ease-of-use

Customer Support

Value for money

Functionality

Most Helpful Reviews for FileTrail Records Management

1 Review

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Stephen

Banking, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

EASE OF USE

VALUE FOR MONEY

CUSTOMER SUPPORT

FUNCTIONALITY

Reviewed August 2021

The Iconic FileTrail Records Management System

- FileTrail has improved the companies file SLA which in turn has enabled us improve customer experience and maintaining a great brand image. -Increased staff efficiency and effectiveness resulting from eased record and access and retrieval. -Improved reporting and ease of accountability for records with our custody.

PROS

-The ability of the system to adopt the companies record classification scheme was quite astonishing, all company departments and sub-units were catered for which enabled proper file indexing archiving. -Ability to store and track individual customer files with great ease is a big relief for the organization. Retrieval of customer files SLA dropped from 5 days to 5 minutes with the support of the FileTrail Physical Document Management System. -The system has enabled capabilities to manage retention and disposal of records as per their life cycle, abilities to trigger notifications for records due for disposal is a big plus and a great tool for records management professionals like me.

CONS

-Integration with core banking systems should be made easy with zero risk to customer information.

Reason for choosing FileTrail Records Management

FileTrail seemed to better system on a cost to benefit analysis. The UI and interface was pleasing to the eye and easy to adopt and use.

Vendor Response

Hi Stephen, Thank you so much for taking the time to write this review. We're happy to hear that FileTrail has made it easier for your organization to track and manage records. We will take your feedback into consideration. In the meantime, please don't hesitate to contact your Customer Success Manager with any questions, comments or concerns.

Replied August 2021