Product | ReVia Team
When an attorney leaves a firm with clients, the transfer request may sound straightforward. Identify the relevant information, review it, obtain approval, and deliver it securely.
The reality is rarely that simple.
Client content may be spread across email, NetDocuments matters, OneDrive, and other cloud systems. Different teams are responsible for reviewing different sources. Internal communications and restricted material must remain with the firm. Client files must be identified, packaged, approved, and delivered, often against a tight deadline.
The result is a process held together by spreadsheets, email threads, manual searches, and disconnected file transfers. Each additional handoff creates another opportunity for delay, inconsistency, or information leaving without the appropriate review.
We believe an attorney's departure should be managed as one governed process, not a collection of separate projects.
That is why we built ReVia’s Attorney Departure with Clients workflow: a centralized way for Legal IT, Information Governance, Records, Security, and firm leadership to coordinate the review and transfer of client information.
Instead of managing each content source independently, firms can bring email, NetDocuments matters, and cloud content into a single workflow with consistent filtering, approvals, tracking, and delivery.
Bring Every Source Into One Process
An attorney’s client information rarely lives in one place. Relevant content may include:
Email and mailbox folders
NetDocuments matters and workspaces
OneDrive files and folders
Content stored across other supported cloud systems
ReVia gives administrators a centralized view of the requested content and the status of each source.
Teams can define the attorney, identify the clients or matters involved, assign responsible reviewers, and track the entire departure from initial request through final delivery.
Instead of coordinating three separate collection projects, the firm manages one connected workflow.
Control What Can and Cannot Leave
Not everything associated with a departing attorney should be transferred.
A mailbox may contain internal firm discussions. A matter could include content belonging to another client. OneDrive may contain personal files, administrative records, or sensitive internal documents.
ReVia helps firms consistently apply their own transfer policies before information is released. Administrators can use defined criteria to identify and exclude content based on factors such as:
Internal email domains
Restricted keywords or terms
Client and matter eligibility
File location or content source
Firm-defined exclusion rules
Other risk indicators requiring review
Flagged items can be routed for further review instead of being automatically included.
This gives the firm control over what leaves while reducing the manual effort required to review large volumes of information.
Route Decisions to the Right Approvers
Attorney departures often require input from multiple stakeholders. Records may validate the matter list. Information Governance may review the proposed content. Security or General Counsel may need to approve exceptions before anything is released.
ReVia brings those decisions into the workflow.
Firms can define approval stages, assign reviewers, capture decisions, and prevent the process from advancing until the required approvals have been completed. If higher-level approval is required, the workflow can reflect that hierarchy and ensure the appropriate decision takes precedence.
Every approval, rejection, comment, and exception becomes part of the workflow record, rather than another detail buried in an email chain.
Package and Deliver With Confidence
Once the review is complete, ReVia helps package the approved content for secure delivery.
Administrators can see what was requested, what was collected, what was excluded, who approved the transfer, and what was ultimately delivered. This creates a clear chain of custody across the entire process.
The receiving firm gets an organized package of approved client information. The originating firm retains a defensible record of how the transfer was handled.
No disconnected spreadsheets. No mystery around the final file set. No last-minute scramble to reconstruct who approved what.
From Departure Request to Defensible Delivery
An attorney departure touches some of a firm’s most sensitive systems and information. Managing it should not depend on manual coordination across inboxes, documents, and individual teams.
ReVia turns the process into a repeatable, policy-driven workflow, connecting content collection, filtering, approvals, packaging, and delivery in one place.
The result is a faster departure process, stronger oversight, and a complete record of every decision made along the way.
When an attorney leaves with clients, ReVia helps ensure the right information moves, and everything else stays protected.
See the Attorney Departure Workflow
Learn how ReVia can help your firm manage attorney departures across email, NetDocuments, OneDrive, and other cloud systems.