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Failing to develop appropriate records management policies, and ensure that all members of a law firm operate in accordance with these policies, may expose the firm to court-imposed sanctions, legal malpractice claims and/or professional discipline. What to keep in a client file, and for how long, are basic issues that must be addressed in developing records management policies — and it’s usually the legal administrator who takes charge of this critical — and ongoing — business. In this program, you will learn how to:

• Ensure that the firm can find the documents it needs (in both open and closed files)
• Determine if a file is “alive” or “closed” and why it matters
• Determine if the file belongs to the client or the firm
• Prevent the improper and premature destruction of materials
• Develop timely and appropriate destruction policies when the need to store documents has passed.

The creation of a document retention and destruction policy is critically important to the firm’s lawyers and the firm itself. You will learn the importance of client expectations, the priority of protecting the client’s interests and the value in good client communications.

Speaker:
John Montaña, Esq., is Co-Founder of Cunningham & Montaña, Inc., an information and records management consulting practice focused on all areas of records and information management and records retention. An expert in information management and records retention law, Montaña has developed records retention schedules and information management policies for many of the foremost companies in the United States.