Extract from ReVia’s article, “Attorney Departures Without the Operational Chaos.”
Centralize email filing, manage archive and shared mailboxes, and empower support teams to file email on behalf of the people they support.
When an attorney leaves a firm with clients, the transfer request may sound straightforward. Identify the relevant information, review it, obtain approval, and deliver it securely.
The reality is rarely that simple.
Client content may be spread across email, NetDocuments matters, OneDrive, and other cloud systems. Different teams are responsible for reviewing different sources. Internal communications and restricted material must remain with the firm. Client files must be identified, packaged, approved, and delivered, often against a tight deadline.
