In today’s legal landscape, law firms face the dual challenge of organising an ever-increasing volume of case files while meeting strict regulatory requirements and protecting sensitive client information. To address these critical concerns, eBrief Ready has introduced an innovative auto-delete feature that empowers firms to manage their digital inventory with greater precision, enhanced regulatory compliance and improved data security.
The challenge of digital clutter
All law firms face the challenge of aging matters and the need to manage ever-increasing volumes of information. Without proper management, your digital workspace can quickly become overwhelmed with completed matters that no longer require immediate attention but continue to consume resources, complicate navigation and – most importantly – create unnecessary compliance and security risks.
Our solution: Structured matter management features
eBrief Ready provides a robust solution through our new auto-delete feature, ensuring that your digital workspace remains organised, secure, and compliant with regulatory requirements.
The auto-delete feature creates a systematic approach to matter management with two key stages:
- Inactive matters When cases conclude, your firm can designate them as inactive, immediately reducing dashboard clutter. Firm administrators can set custom retention periods of up to 365 days, after which these matters become eligible for automatic soft deletion. The system provides proactive notifications before deletion, ensuring nothing important is removed unexpectedly.
- Trashed matters Once moved to trash, matters aren’t immediately deleted permanently. Instead, they enter a configurable retention period (from 90 to 365 days), providing an additional safety net for your important case files before permanent deletion.
Benefits of automated matter management
Implementing the auto-delete feature within your firm offers several compliance and security benefits advantages:
Regulatory compliance:
- Systematic deletion policies align with professional obligations for document retention
- Helps meet requirements from regulatory bodies and client confidentiality obligations
- Creates auditable, consistent document lifecycle management
- Reduces risk of non-compliance penalties and regulatory scrutiny
Enhanced data security:
- Significantly reduces your firm’s digital footprint and potential exposure surface
- Minimises vulnerability to data breaches by eliminating unnecessary sensitive information
- Limits potential scope of any security incident
- Supports “data minimisation” principles increasingly mandated by data protection regulations
Additional operational benefits:
- Enhanced focus: Your team sees only what’s relevant, reducing digital noise and improving productivity
- Reduced administrative burden: Automatic handling of outdated matters eliminates the need for manual cleanups
For more information or to discuss any aspect of this, contact our support team for personalised guidance on implementing the auto-delete feature in a way that best suits your firm’s specific needs.
This is precisely why having an efficient, secure system for creating disclosure bundles is particularly valuable for family law practitioners handling matrimonial disputes. The ability to compile these essential documents quickly, accurately and securely represents not just a procedural advantage, but a significant enhancement to client service and case management.
Book a consultation to find out more about Disclosure Ready.
