Client and matter information is growing across more systems, offices and repositories. Without consistent governance, your firm faces increasing risk, unnecessary costs and greater pressure to meet client and regulatory obligations.
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Every matter generates information. But when matters close, that information often remains — across document management systems, email, cloud platforms, legacy repositories, onsite archives and offsite storage.
Some must be retained. Some needs protecting. And some should have been reviewed or disposed of long ago.
Whether physical or digital, every record needs to be governed throughout its lifecycle.
Unnecessary information continues to consume storage, resources and administrative time.
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Sensitive and outdated information remains in systems where it may no longer be needed.
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Retention policies, client requirements and legal holds become harder to manage and demonstrate.
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Manual processes and unclear responsibilities delay decisions and create unnecessary work.
iCompli helps you understand what you hold, identify what needs action and apply consistent, defensible governance processes.
WHAT ICOMPLI HELPS YOU TO DO
Information governance requires more than policies. Your firm needs the visibility, controls and processes to put them into practice.
iCompli helps you manage information consistently — from understanding what you hold to defensible disposition, ongoing protection and preparation for AI.
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Gain visibility of physical and digital records across your firm's systems, offices and storage locations. Find closed-matter information, identify legacy records and understand what needs reviewing.
Apply retention and disposition policies consistently, manage approvals and account for legal holds and client requirements.
Reduce unnecessary exposure and support the controlled handling of confidential client and matter information.
Maintain evidence of governance decisions, approvals and actions to demonstrate compliance and accountability.
Remove unnecessary information, reduce manual administration and improve the efficiency of governance processes.
Understand what information AI can access, what restrictions apply and what information is appropriate for use.
PRACTICAL APPLICATIONS
Information governance shouldn't depend on spreadsheets, email chains and repeatedly chasing people for decisions.
iCompli helps turn governance requirements into controlled, repeatable workflows.
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Seamless integration
Client and matter information doesn't live in one place. Your governance processes shouldn't be limited to one system either.
iCompli integrates with leading platforms including iManage, NetDocuments and Microsoft SharePoint, helping you manage information across connected repositories alongside your physical records.
Govern efficiently
Identify information awaiting review, apply retention requirements and manage approved disposition, with a clear record of decisions and actions.
Matters on the move
Manage client file transfers and lateral moves through structured workflows, with appropriate reviews, approvals and audit trails.
Clever workflows
Automate routine reviews, approvals and notifications. Reduce administration for records teams and fee earners, while maintaining visibility of progress.
Multiple offices. Multiple systems. One consistent approach.
Apply governance consistently across practice groups, jurisdictions and repositories, while accommodating differing client and regulatory requirements.
iCompli helps established teams manage complexity and maintain firm-wide oversight.
You don't need a dedicated governance team to take control.
Reduce reliance on manual processes and individual knowledge. Establish clear responsibilities, consistent controls and workflows that reflect your firm's resources and priorities.
AI READINESS
AI can make information more accessible and useful. But it can also expose outdated, unnecessary or confidential information if the underlying data is not properly governed.
Before expanding AI access, your firm needs to understand what information is available, what restrictions apply and whether it is appropriate for use.
Trusted AI starts with governed information.
INFORMATION GOVERNANCE STEP BY STEP
Recognise the need for information governance but unsure where to start?
Our Mastering Information Governance series of articles and webinars explains what information governance is, why it is becoming a priority for law firms and how to take the first steps.
From building a practical strategy to securing leadership buy-in and putting plans into action, the series provides a step-by-step approach to developing an information governance programme that works for your firm.
CONTROLLING THE DATA ESTATE
As firms adopt AI tools, expand collaboration platforms and face increasing cyber threats, controlling the data estate has become a leadership responsibility.
Information governance plays a central role in enabling that control - bringing visibility to data, enforcing retention policies, reducing unnecessary storage growth and strengthening the firms security posture.
Law firms manage large volumes of confidential client, matter and business information. Without consistent governance, unnecessary retention, fragmented systems and manual processes can increase costs, security exposure and compliance risks.
By identifying closed-matter information, understanding applicable retention obligations, accounting for legal holds and using controlled processes to review and dispose of information when appropriate.
Not necessarily. Clear responsibilities, appropriate policies and practical technology can help smaller firms establish consistent governance without relying on a large dedicated team.
AI tools need access to information that is appropriate for their intended use. Information governance helps firms understand what they hold, manage retention and confidentiality obligations, and make more informed decisions about what AI systems should be permitted to access.
Yes. iCompli helps law firms manage physical and digital records together, supporting consistent governance throughout the information lifecycle. From electronic matter files to original documents and offsite archives, iCompli supports retention, tracking and disposition, including barcode and RFID capabilities for physical records.
Yes. iCompli integrates with leading document and information management platforms, including iManage, NetDocuments and Microsoft SharePoint.
This helps law firms apply governance processes across connected systems, without replacing the applications they already use.
