Join Litera and our implementation experts for a deep dive into how
FileTrail is helping law firms and corporate legal teams build smarter governance strategies through both
advanced configuration and
seamless integration.
We’ll explore FileTrail’s
Master List and
unlimited user-defined fields (UDFs) and how these features allow organizations to tailor metadata and workflows to their needs. But we’ll also go a step further, showing how FileTrail is
adapting to evolving client demands through integrations with critical tools like
Office365, Litera CAM, and other DMS and productivity platforms.
What you’ll learn:
- How the Master List supports scalable, centralized governance
- Ways to use UDFs for rich metadata customization
- The growing importance of integrations in governance strategies
- How FileTrail connects with CAM, Office365, and your DMS to reduce silos
- Real-world client success stories and implementation tips