Description
Every attorney has a duty to maintain and properly dispose of client files—whether paper or digital. However, determining how long to retain a file or when it can be destroyed after a case concludes is a complex challenge. With varying rules, guidelines, and jurisdictional exceptions governing file retention, even law offices confident in their compliance may face risks. So, what policies should an attorney have in place to ensure proper file retention and destruction?
With the growing volume of legal files and the expanded capacity to store them, it is more important than ever for attorneys to implement strong records and information management programs. Join us for this 60-minute webinar to discover best practices every attorney needs to ensure their file retention and destruction processes are thorough, compliant, and secure.
> How to draft a closing letter
> How long do you need to keep closed files?
> The dos and don’ts for when the end of your file retention period finally arrives
> Ins and outs of compliant file storage
> What if you represent clients in other states or have a multi-state practice?
> Essential electronic document retention policies
This webinar is for attorneys who are creating or re-evaluating their own firms’ policies, in the organizing, saving, and destroying client records.