ILTA Masterclass: Mastering the document lifecycle: From creation to disposition
Law firms create, manage, and retain thousands of documents and assets every day—each carrying risk, cost, and compliance obligations if not managed effectively. This session takes a holistic look at the complete lifecycle of information within a law firm, from initial creation and collaboration through to classification, retention, and ultimately, secure disposition.
Our panel of experts — Chris Giles (LegalRM), Chris Dunsford (Element Technologies), and Michelle Spencer (NetDocuments) — will discuss the opportunities and challenges that come with managing information across multiple platforms and systems. They’ll explore how an integrated approach to information governance can improve control, compliance, and efficiency, while also enabling firms to innovate and prepare for the impact of AI and evolving client expectations. What you’ll learn:
- Where gaps and risks typically emerge in the way law firms manage documents and assets
- The stages of the document lifecycle: creation, collaboration, storage, classification, access, retention, and disposition
- How integration across platforms can ensure consistent policy enforcement, security, and compliance throughout the lifecycle
- The role of automation and governance in managing growing volumes of data, especially as AI tools become more common
- Practical examples of how law firms are adopting integrated approaches to reduce risk, streamline workflows, and meet client and regulatory obligations
This session is designed to help legal professionals understand what’s possible when solutions work together—and how to rethink their approach to the document lifecycle to achieve better outcomes for the firm and its clients.