CONTRACT LIFECYCLE MANAGEMENT
The DTI suite of Contract Lifecycle Management (CLM) services helps Firms cost-effectively optimize their legal contracts and records.
Organizing your records and contracts immediately increases the stability and security of your company. We fully review, track, and index all old materials to further your company’s protection.
Keeping consistency and compliance in your records boosts the strength of your defense. We help with drafting, assessing, and creating templates for previous or upcoming contracts—establishing a standard you can depend on. We’ll also work with you to compose Development and Maintenance “Playbooks,” so you’re always prepared.
Whether you require onsite, offsite, or a hybrid approach, our Contract Lifecycle Management Services are prepared to meet you where you are while still keeping you safe within the growing network of our secure DTI Knowledge Centers.
FINANCIAL RISK ANALYSIS
Knowing where your organization is at risk can save you money and future problems. We can analyze your company and suppliers, reduce your liability, and give you peace of mind.
Protect your resources and your organization. Evaluating existing or potential suppliers’ financial health uncovers possible problems ready for action. Our team of financial analysts can help examine your suppliers—allowing you to control risk and limit unexpected costs.
DTI proudly partners with Rapid Ratings—allowing us give you a clear and simple way to know the amount of risk to which you are exposed. Onsite, offsite, or utilizing a hybrid approach, DTI’s Supplier Financial Risk services are available via dedicated teams or as a shared service.
Consumer Financial Protection Bureau (CFPB) Complaint Support
Our expert teams facilitate the rapid resolution of CFPB complaints—freeing up time for you to focus on your business.
Contract Drafting and Compliance Documentation
Drafting contracts and complex documents can be a demanding and time-consuming ordeal. We produce thorough and compliant contracts that will strengthen the inner workings of your organization. Our skilled teams can construct documents for any circumstance—including ISDA documentation. Non-IT outsourcing is done by US broker dealers and is FINRA rule 3190 compliant.
LITIGATION READINESS AND LEGAL HOLD
Having a plan and being ready for unexpected litigation makes any investigation easier. We help develop a strategy and process to quickly handle those unforeseen disruptions so you can focus on your business.
The first step in developing a successful litigation strategy is analyzing and mapping where your necessary information is. Proper assessment of your firm’s needs will reduce discovery costs and risks. We can organize and index your records so you can easily get to them when you need to.
Knowing what to do and having set responsibilities for your legal team quickly gets your organization’s litigation matter under control. Development of an effective litigation discovery response plan, the creation of a targeted data map, and a review of email and records retention policies allows our experts to create a custom plan for you to immediately apply to your team.
Preparing for upcoming litigation has never been more delicate. Corporations are responsible and accountable for preserving and managing all relevant data. The Federal Rules of Civil Procedure require that companies be prepared to discuss the location and accessibility of potentially relevant information shortly after litigation begins. Trust our experts to effectively manage this process and protect you from legal risk.
Keeping track and knowing where your company’s inactive records are is a necessary but inconvenient operation. Let us handle this process so you can focus on running your business.
With an organized system for storing your records, you know exactly where to find the important information you need. We can help arrange and simplify your records system to strengthen the defensibility of your organization.
Whether paper or digital, we can find the most secure and cost-effective way to store your records. We are able to reduce your amount of paper, digitize old records, and save you space while keeping your records safe.
Our experienced professionals help streamline your current records management system to reduce operating costs and improve efficiency. From reviewing legal holds and confidentiality walls, to records policies and compliance, we will make sure your records management department is recording at its best.
We staff cross-trained, on-site teams led by experienced Records Managers to facilitate and boost your current records management department. With teams pre-trained for special projects, or to fill in for vacations and sick-time, our Records Management services are there to ensure you manage for success.
DTI is here to support and enhance the capability and power of your current legal division. Our group of advanced legal professionals possesses the experience and resources to accelerate and deepen the understanding of the most comprehensive research projects.
Simple to Complex
No project is too small or too large for our team. We assist you in the search, retrieval, and management of all legal documents and records—doesn’t matter if it’s state, federal, or international. We can do it all. We’ll match you with the right professionals to track down information vital to your operations.
Many Service Options Available
We serve clients on a subscription basis, with non-dedicated personnel. Or on a managed services basis with a custom-services team completely dedicated to your organization. Our research teams operate on client premises or within the DTI Global Knowledge Center Network.