Gordon & Barry Lawyers: Making secure legal records management simpler

The background

Gordon & Barry Lawyers is a Sydney-based family law firm managing confidential and sensitive client information as part of its day-to-day legal practice.

As the firm progressed, it needed a records management partner that could provide secure offsite storage and destruction while making the process of managing, retrieving and disposing of files straightforward for staff.

After researching alternative providers, Gordon & Barry Lawyers selected Grace Information Management for its broad range of services, easy-to-use online portal and strong approach to communication and customer service.

Gordon & Barry Lawyers had previously been using another provider for records storage and secure destruction, but the experience was no longer meeting the firm’s needs.

The existing system was outdated, costs were higher, and poor communication and customer service made managing records more difficult than it needed to be.

Physical files were also occupying valuable office space. An entire office and meeting room had become a storage area for old files and client documents, while additional records continued to take up space in compactus shelving.

The firm needed a solution that could:

  • Securely manage confidential legal and client records.
  • Provide reliable offsite storage and retrieval.
  • Simplify records management for staff.
  • Provide secure destruction when records reached the appropriate stage.
  • Improve communication and customer service.
  • Reduce the amount of valuable office space dedicated to file storage.

Grace provides Gordon & Barry Lawyers with an integrated records storage and secure destruction solution.

The solution includes:

  • Secure offsite records storage at Grace’s Campbelltown facility.
  • Collection of files directly from the firm.
  • Simple management and retrieval of stored cartons.
  • Secure destruction of records when required.
  • Certificates of destruction following secure disposal.
  • An easy-to-use online portal for managing records.
  • Ongoing support from Grace’s customer service, collection and delivery teams.

For Gordon & Barry Lawyers, the simplicity of the process has been particularly important. Staff at any level can understand the steps required to retrieve an archived carton, helping remove confusion and making offsite records management easier to incorporate into everyday workflows.

Since implementing Grace’s services, Gordon & Barry Lawyers has improved both its physical working environment and the efficiency of its records management processes.

Key outcomes include:

  • An entire office/meeting room has been reclaimed after previously being occupied by old files and client documents.
  • Reduced space being consumed by records in compactus shelving.
  • Faster and simpler retrieval of offsite records.
  • A straightforward process that staff across the firm can follow.
  • Secure destruction of confidential records with certification.
  • Improved communication and problem-solving when issues arise.
  • Greater efficiency when accessing files that have been moved offsite.

The solution has allowed the firm to securely manage confidential information without sacrificing valuable office space or creating unnecessary complexity for staff.

Gordon & Barry Lawyers particularly values the consistency of its interactions with Grace, from customer service and communication through to drivers and collection officers.

Cynthia also highlights Grace’s approach to problem-solving. If an issue or mix-up occurs, the team works quickly to resolve it, communicates clearly and ensures a solution is found.

“Grace employees are highly competent. Every aspect, whether it is client service and communication or dealing with drivers and collection officers, everyone is there representing the company’s values and it shows. The process is simple and quick, and there is no confusion as to what any employee at any level needs to do to retrieve our cartons. I would highly recommend Grace Solutions to any business, especially those who deal with confidential information such as finance and legal enterprises. Grace is simple to use and easy to implement within the business.”

Cynthia David, Legal Receptionist, Gordon & Barry Lawyers

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