Secure Records, Retention & Discovery for Legal Teams

Legal and records teams live and die by defensibility, the right document, the right access, the right retention, provably. FileOrbis gives legal and records management teams retention and legal-hold controls, matter-based secure collaboration and a defensible chain of custody, backed by advanced search and complete audit trails.

Records Retention & Legal Hold

• Retention Policies: Apply retention and disposition schedules automatically across records to meet legal obligations.
• Legal Hold: Preserve documents under hold so they cannot be altered or deleted during litigation or investigation.
• Lifecycle Governance: Govern records from creation to defensible destruction with a full policy trail.

Secure Matter Collaboration

• Matter-Based Access: Grant access by matter and role so only the right people see privileged material.
• Secure External Sharing: Share sensitive documents with outside counsel and partners under controlled, logged access.
• Version Control: Maintain a complete, auditable history of every revision to critical documents.

Chain of Custody & Discovery

• Defensible Audit Trails: Record every access and action to establish an unbroken chain of custody.
• Advanced Search & Discovery: Locate responsive documents quickly across large repositories to support eDiscovery.
• Metadata & Tagging: Classify and tag records for precise retrieval and review.

Additional Capabilities

Automated Workflows

• Review & Approval: Route documents through logged review and approval steps.
• Disposition Automation: Trigger defensible destruction when retention periods lapse.

Seamless Integration

• M365 & Repositories: Govern records across on-prem stores and M365 alike.
• API Access: Connect records governance to existing legal and DMS systems.

Security & Protection

• Encryption: Protect privileged and confidential records at rest and in transit.
• Granular Access Control: Ensure only authorized personnel access sensitive records.

Why choose FileOrbis for your Legal & Records Management team?

• Defensible Retention: Automated schedules meet legal obligations.
• Legal Hold: Preserve documents intact during litigation.
• Chain of Custody: Unbroken, auditable record of every action.
• Fast Discovery: Find responsive documents quickly at scale.
• Matter-Based Access: Only the right people see privileged material.
• Secure Sharing: Collaborate safely with outside counsel.
• Version History: Complete, auditable revision trail.
• Encryption & Control: Protect confidential records everywhere.
• Unified Records: Govern on-prem and M365 in one place.
• Scalable & Compliant: Grow without losing defensibility.

Make Every Record Defensible with FileOrbis

Give your legal and records management team confidence in every matter. FileOrbis delivers retention and legal hold, matter-based secure collaboration and defensible chain of custody with advanced discovery, so the right document is always protected, findable and provable.

Frequently Asked Questions

How does FileOrbis support records retention and legal hold?

FileOrbis applies retention and disposition schedules automatically and lets legal teams place documents under legal hold so they cannot be altered or deleted during litigation. Records are governed from creation to defensible destruction with a complete policy trail.

Can FileOrbis help with eDiscovery and document discovery?

Yes. FileOrbis provides advanced search and discovery across large repositories, with metadata tagging and classification that make it fast to locate responsive documents and support eDiscovery and review workflows.

Does FileOrbis maintain a defensible chain of custody?

FileOrbis records tamper-evident audit trails of every access and action on a document, establishing an unbroken chain of custody that stands up to legal and regulatory scrutiny.

How does FileOrbis secure sharing of sensitive legal documents?

FileOrbis enables matter-based, role-based access and controlled external sharing with outside counsel and partners. All access is logged and documents are encrypted at rest and in transit, keeping privileged material protected.

Can FileOrbis govern records across M365 and on-prem stores?

Yes. FileOrbis unifies records governance across on-premises file stores and M365, applying consistent retention, access and audit controls regardless of where a record lives.

Gamze Karslı
Head of Marketing