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From Back Office to Backbone: How Shell Modernized Records Governance

Retention, legal holds, and privacy requests too often run in separate lanes. Watch how Shell connected them across roughly 17 million physical records.

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The pain records teams already know:

Physical records sit onsite and offsite with no clear line between what must be kept and what can go
Legal holds, privacy requests, and retention rules run through separate processes that never quite connect
Only a few specialists can navigate the program, so everyone else guesses when a request lands

That is the gap between managing boxes and proving control. Each obligation works on its own, but the business needs one defensible program. Debra Mestemaker and Ian Roelofsz of Shell show how they built it.

WHY THIS MATTERS FOR RECORDS GOVERNANCE

Litera, as the Legal AI platform that best unifies the practice and business of law, built Litera FileTrail to govern the full records lifecycle across physical and digital content. Shell shows what that looks like at enterprise scale: one workflow for retention, holds, and disposition, with an audit trail that holds up under scrutiny and no change to how people work.

WHAT YOU WILL LEARN

Why Legacy Data Mapping Decides Success. How mapping records into the new system up front makes search, disposition, and privacy response easier later.
How Simpler Data Models Pay Off. Why a simple model makes records easier to search, govern, and adopt across upstream, downstream, and corporate teams.
Connecting Holds, Privacy, and Retention. What it takes to run preservation holds, subject access requests, and disposition through one workflow.
Designing for the Occasional User. How structured intake helps anyone in the business handle a record correctly without becoming an expert.

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Choose the Package That Fits Your Firm

Litera brings the whole practice of law together on one connected platform, with specialist tools available for the complex work that transactional work requires. Your firm can start with the workflow that matters most today, then add more as your needs grow. It all runs where your lawyers already work, in Microsoft Word, Outlook, the web, Google Workspace, and on iOS.

The Practice Package

Master the craft of the document, from first word to final PDF.

Start from a first draft that is already right: build from approved templates, curated content, and numbering instead of a blank page
Redline and compare with confidence: a verifiable, readable redline across any file type, so you catch every real change and never rely on an AI summary
Move fast through negotiation: pull every reviewer's comments and markups into a clean next draft
Make done mean done: proofing that catches missed references, defined terms, and citation gaps
Deliver a polished document every time: advanced formatting, repair, and PDF workflows, including binders and court documents
Share securely: clean hidden data from attachments before they ever leave the firm
Bind quickly: convert to PDF, edit, redact, and collate to deliver client-ready work, faster

Jessica Davis
Director, Matter Performance & Service Innovation, McCarter & English LLP

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