Total General: .50 Total Professional Responsibility: .50Lawyers and firms manage large amounts of documents, both paper and digital. The volume and complexity of managing records has only increased with the impact of technology.
Managing the records of a firm is critical. It starts with having a good records management plan that details the firm’s policies and procedures for managing and maintaining records for the entire life-cycle of all documents and data handled by the firm, from creation to final disposition. A crucial component of such an overall records management plan is the retention and destruction of closed client matters. What client files must a lawyer or firm keep and for how long are questions that have long plagued lawyers. In this e-learning program, we’ll focus on the management of records at the end of a client matter: the closing, storage and destruction of client files. Resources on building a records management plan are provided to your right.
In this program, you will learn:
- The key elements of an effective file retention and destruction plan;
- Setting retention periods;
- Organizing and maintaining files in storage; and
- Proper file destruction procedures.