Matter Mobility: Where Records Management Meets Facilities, Cost, and Client Service

Matter mobility isn’t just “going digital.” It’s the ability to move a matter through intake, active work, collaboration, storage, and disposition—without losing control of records, retention, or cost.

This session connects RM decisions to facilities and operational economics: onsite/offsite storage reduction, disciplined retention schedules, and modernized intake workflows.

We’ll show how firms use retention, digitization, and records centers to reduce friction while protecting defensibility and compliance.

SPEAKER

Richard Freeman

Portfolio Manager

Ricoh Canada Inc.

Richard Freeman is Business Portfolio Manager for Enterprise Workflow Solutions at Ricoh Canada. He brings more than thirty years of experience in enterprise technology, including fifteen years advising organizations on information governance, privacy, security, compliance and process design. His work and writing reflect a consistent perspective: technology enables change, but management determines whether it succeeds through decisions about authoritative information, retention and process ownership. Matter mobility puts those decisions to the test. When a lawyer, client or practice group moves, the matter must move with its records, obligations, and history intact. Richard will examine how law firms can make that transition defensible, efficient, and repeatable.