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.
REGISTRATION FEE
- TLOMA Members: Free of charge
- Non-Members: $90.40 ($80.00 + HST)
ATTENDEES
Members are welcome to invite colleagues and prospective members from their firm who may benefit from this session.
REGISTRATION DEADLINE
Mon. Nov 02, 2026
REGISTRATION INSTRUCTIONS
Cancellation & Substitution Policy
If you register and are unable to attend the webinar, you have two options:
- Send another TLOMA member from your firm at no additional cost.
- Send a non-member for a fee of $90.40 ($80.00 + HST).
Payment for substitutions must be provided to TLOMA before the event. Any cancellations require at least 24 hours' notice.
