Service introduction

Our approach to records management is straightforward and effective. We work with our clients to identify the best process to manage the full life cycle of their matters, from client inception and anti-money laundering to archiving and offsite storage management.  Our Reference Point services are designed to maximise efficiency, reduce cost and minimise risk.

Each solution is tailored to a client's individual requirements.  We are adept at fully leveraging technology to reduce effort and are equally experienced at working with existing practice management and records software or providing expertise on alternative systems.

We build strong relationships with the users of our service that enable us to drive behavioural change within records management processes.  This has helped us re-define standards of service within this critical function for our clients, releasing valuable fee earner and secretarial time that have been re-focused on higher value tasks.

Managed through Reference Point

File opening                                                       File closure
New matters                                                      Scanning of closed files
Client creation                                                    Destruction policy creation and management
Anti-money laundering compliance                       Identification of dormant files
Conflict checking                                                Archive management
Filing                                                                 Retrieval management
Management of offsite storage provision

Benefits delivered through Reference Point

• Through re-tendering the provision of offsite storage services we have identified new and additional savings of up to 36% per annum
• By implementing best practice and improved staff training we have substantially reduced the time spent filing for our clients by up to 50% which has significantly increased fee earner and secretarial productivity
• Through the review and amendment of our clients' document retention policies we have managed a reduction in boxes stored offsite by up to 32% resulting in a direct reduction in storage costs

For further details on Reference Point please visit Contact us