Records Management Healthcheck

Is your records management function giving you the best value for money? Can service to fee earners and clients be improved by improving efficiency? Is the data fit for purpose? Will your current processes serve you well in the move to electronic records management?

These are just some of the questions which can be addressed as part of a Legal RM Records Management Healthcheck.

Our experienced team will carry out a root and branch review of your processes, and take a long hard look at your data to ensure that your records management policy is working as hard for you as it can.

Often, small changes can bring the biggest gains. Floor clearance and excess paper can be dealt with much more quickly once processing is speeded up. Confidence in the records function grows as service levels improve and pro-activity increases.

The healthcheck will include:

  • A thorough review of records intake, offsiting and requesting
  • A review of the data held in you RM system
  • Service level analysis
  • Policy review, including retention and ethical walling
  • A look at duplication, classification and creation of records

Specific reviews can also be undertaken such as a comparison of offsite storage providers, a roadmap to live filing or electronic records management, or the best way to bring new offices or large record sets on board.

At Legal RM we offer a full service Records Management consultancy. Take advantage of our experience and book a Records Management Healthcheck today.


For further information on how Legal RM can assist feel free to browse our website, contact us or request a callback.