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Information Governance + Record Management

Information governance, record management and data retention are essential for all businesses to protect its data and reduce legal risks. Data retention requirements are present in many business regulations from Human Resources and OSHA regulations to tax and financial accounting requirements. Robinson+Cole offers a range of services to help keep your business operations in compliance. We support your business in its endeavors to effectively handle, govern, and protect your critical data.

We offer a comprehensive range of industry-specific services, carefully crafted to meet your business’ unique needs. Our Information Governance services offer your organization everything you need to stay ahead in our ever-evolving digital world. Here are some of our offerings:

  • Comprehensive Information Audit: We offer data mapping and classification to help you identify and categorize your data sources, types, and locations, and create a data inventory that aligns with your business objectives and legal obligations.
  • Policy Development and Implementation: We prepare and assist in the implementation of data retention and disposal policies that specify how long you need to keep your data, how to securely dispose of it when it is no longer needed, and how to handle exceptions and litigation holds that align with your business objectives. We advise you on how to streamline your operations and delete and destroy unnecessary documents and data.
  • Vendor Management: We assist in coordinating with your vendors and in negotiating strong information governance provisions in commercial contracts.
  • Data Privacy and Security: Protecting sensitive information is paramount to maintaining your business. We assist with developing robust data privacy and security compliance programs that safeguard your data and coincide with your information governance program.
  • Training: We provide engaging and interactive training sessions in-person or virtually to provide your organization with the knowledge and skills necessary to be effective stewards of information governance. From data classification to disposition, we equip your team with the tools to tackle any information challenge.
  • Ongoing Support and Maintenance: We offer ongoing support and maintenance of your information governance initiatives. We partner with FilersKeepers, a vendor tool that streamlines and automates data retention period validations, to maintain and update your information governance program on a yearly basis. We can assist in using this tool to develop detailed data retention schedules, as well as to notify you of updates that may impact your retention schedules.

Our team will help you build a strong foundation for your information governance program, drive efficiency, reduce the risks related to unnecessary data and information storage and strengthen your company’s operations.

People


Publications


Data Privacy + Cybersecurity Insider teaser
January 8, 2026

Data Privacy + Cybersecurity Insider

Data Privacy + Cybersecurity Insider teaser
September 4, 2025

Data Privacy + Cybersecurity Insider

Data Privacy + Cybersecurity Insider teaser
July 3, 2025

Data Privacy + Cybersecurity Insider

Data Privacy + Cybersecurity Insider teaser
January 8, 2026

Data Privacy + Cybersecurity Insider

Data Privacy + Cybersecurity Insider teaser
September 4, 2025

Data Privacy + Cybersecurity Insider

Data Privacy + Cybersecurity Insider teaser
July 3, 2025

Data Privacy + Cybersecurity Insider

Data Privacy + Cybersecurity Insider teaser
March 13, 2025

Data Privacy + Cybersecurity Insider

February 11, 2025

AI is transforming higher ed: What you need for compliance and governance

University Business

As generative artificial intelligence (AI) is increasingly being integrated into higher education…it raises concerns about its ethical and effective use, including data privacy and security issues around the data input into these AI systems, and the potential for algorithm bias. Co-authors Kate Dion and Kathryn Rattigan suggest that as colleges and universities tackle this new era of generative AI, they may wish to consider implementing an AI governance program. The authors identify several key aspects that an AI governance program should encompass including data governance and privacy, risk management and continuous monitoring and improvement. “By integrating these components, a university can develop a robust AI governance program that aligns with ethical standards, ensures data protection, and fosters a safe and inclusive educational environment.” Read the article.

February 10, 2025

Chief information, marketing officers are crucial to powering ethical artificial intelligence, customer engagement

Hartford Business Journal

In the article, Jim identifies the chief information officer and chief marketing officer as the “dynamic duo” at “the intersection of digital transformation” who “can drive ethical AI adoption, ensure compliance and foster personalized customer engagement powered by innovation and responsibility.” As Jim explains it, “[E]thical AI isn’t just a buzzword; it’s a guiding principle that ensures AI solutions respect user privacy, avoid bias and operate transparently.” CMOs focus on delivering dynamic, real-time and personalized interactions while CIOs ensure the technical infrastructure adheres to the law, while safeguarding the organization’s reputation. Looking to the future, Jim suggests that AI transparency, hyper-personalization, and AI content labeling are among the trends that will reshape the roles of CIOs and CMOs in the years ahead. Read the full article.

December 30, 2024

The New Frontier in Legal Compliance: Privacy, Security and Information Governance for Law Firms

New York Law Journal

Law firms today face unprecedented challenges in privacy, security and compliance for numerous reasons including the increasing sophistication of cyber threats and advancements in artificial intelligence. Co-authors Kathryn Rattigan and Jim Merrifield suggest that firms can no longer just manage their information, they need to govern it. Firms can accomplish that by conducting comprehensive data audits to fully understand the type and amount of data they’re handling; implementing policies and technical controls such as encryption and secure access frameworks; and requiring vendors to adhere to strict governance standards. Read the full article.

June 2024

Artificial Intelligence: The Next Frontier for Information Governance Experts

iQ Magazine

Jim’s article highlights the critical role of information governance (IG) in a data-driven world, artificial intelligence’s (AI) place as a dynamic tool in reshaping IG, and the rapidly evolving regulatory landscape of IG and data management. “AI technologies, especially machine learning algorithms and natural processing, are pivotal in streamlining data classification, proactively identifying compliance risks, enforcing policies, and enabling organizations to make more informed decisions,” writes Jim. “The future of data management is smarter and sharper with AI.” Read the article.



Data Privacy + Cybersecurity Insider teaser
March 13, 2025

Data Privacy + Cybersecurity Insider

February 11, 2025

AI is transforming higher ed: What you need for compliance and governance

University Business

As generative artificial intelligence (AI) is increasingly being integrated into higher education…it raises concerns about its ethical and effective use, including data privacy and security issues around the data input into these AI systems, and the potential for algorithm bias. Co-authors Kate Dion and Kathryn Rattigan suggest that as colleges and universities tackle this new era of generative AI, they may wish to consider implementing an AI governance program. The authors identify several key aspects that an AI governance program should encompass including data governance and privacy, risk management and continuous monitoring and improvement. “By integrating these components, a university can develop a robust AI governance program that aligns with ethical standards, ensures data protection, and fosters a safe and inclusive educational environment.” Read the article.

February 10, 2025

Chief information, marketing officers are crucial to powering ethical artificial intelligence, customer engagement

Hartford Business Journal

In the article, Jim identifies the chief information officer and chief marketing officer as the “dynamic duo” at “the intersection of digital transformation” who “can drive ethical AI adoption, ensure compliance and foster personalized customer engagement powered by innovation and responsibility.” As Jim explains it, “[E]thical AI isn’t just a buzzword; it’s a guiding principle that ensures AI solutions respect user privacy, avoid bias and operate transparently.” CMOs focus on delivering dynamic, real-time and personalized interactions while CIOs ensure the technical infrastructure adheres to the law, while safeguarding the organization’s reputation. Looking to the future, Jim suggests that AI transparency, hyper-personalization, and AI content labeling are among the trends that will reshape the roles of CIOs and CMOs in the years ahead. Read the full article.

December 30, 2024

The New Frontier in Legal Compliance: Privacy, Security and Information Governance for Law Firms

New York Law Journal

Law firms today face unprecedented challenges in privacy, security and compliance for numerous reasons including the increasing sophistication of cyber threats and advancements in artificial intelligence. Co-authors Kathryn Rattigan and Jim Merrifield suggest that firms can no longer just manage their information, they need to govern it. Firms can accomplish that by conducting comprehensive data audits to fully understand the type and amount of data they’re handling; implementing policies and technical controls such as encryption and secure access frameworks; and requiring vendors to adhere to strict governance standards. Read the full article.

June 2024

Artificial Intelligence: The Next Frontier for Information Governance Experts

iQ Magazine

Jim’s article highlights the critical role of information governance (IG) in a data-driven world, artificial intelligence’s (AI) place as a dynamic tool in reshaping IG, and the rapidly evolving regulatory landscape of IG and data management. “AI technologies, especially machine learning algorithms and natural processing, are pivotal in streamlining data classification, proactively identifying compliance risks, enforcing policies, and enabling organizations to make more informed decisions,” writes Jim. “The future of data management is smarter and sharper with AI.” Read the article.

Events


Past

AI as a Friend, Not Foe: Welcoming AI to Master Information Governance

Apr 21 2026
ARMA InfoNEXT 2026
Past

InfoNEXT Launch: Pursuing the Why

Apr 20 2026
Sheraton Grand at Wild Horse Pass, 5594 West Wild Horse Pass Boulevard, Chandler, AZ 85226
Past

AI as a Friend, Not Foe: Welcoming AI to Master Information Governance

Apr 21 2026
ARMA InfoNEXT 2026
Past

InfoNEXT Launch: Pursuing the Why

Apr 20 2026
Sheraton Grand at Wild Horse Pass, 5594 West Wild Horse Pass Boulevard, Chandler, AZ 85226
Past

Managing Matter Mobility - Setting Defensible Rules for Data Leaving or Entering the Firm

Mar 9 2026
Law.com Legalweek 2026
Past

Managing Matter Mobility – Setting Defensible Rules for Data Leaving or Entering the Firm

Mar 9 2026
Law.com Legalweek 2026
Past

Unlocking the Power of Information Governance: Essentials for Legal Professionals

Mar 9 2026
Law.com Legalweek 2026
Past

Empowering Federal Records Managers: Unlocking the Strategic Value of Information Governance

Feb 26 2026
ARMA Public Sector InfoGov Summit 2026
Past

Managing Matter Mobility - Setting Defensible Rules for Data Leaving or Entering the Firm

Mar 9 2026
Law.com Legalweek 2026
Past

Managing Matter Mobility – Setting Defensible Rules for Data Leaving or Entering the Firm

Mar 9 2026
Law.com Legalweek 2026
Past

Unlocking the Power of Information Governance: Essentials for Legal Professionals

Mar 9 2026
Law.com Legalweek 2026
Past

Empowering Federal Records Managers: Unlocking the Strategic Value of Information Governance

Feb 26 2026
ARMA Public Sector InfoGov Summit 2026