Document Retention and Destruction for Lawyers
Date: Jan 13, 2023 9:00 a.m. – 12:00 p.m.
Areas of Law: Ethics
Earn up to 2.4 credits, including 2.4 in Ethics! (More Information)
Law firms as well as corporations of all sizes must be equipped to deal with volumes of electronic data and paper files. There are rules on how long an attorney must hold on to files, whether an attorney has a right or obligation to destroy files after a certain amount of time, and how different types of files should be handled. If files are not handled correctly, an attorney may face a legal malpractice action.
This program will review and evaluate strategies for effective document retention and destruction. Learn how to build and implement a records retention system for your firm that meets compliance standards. Learn the importance such a program has for you and your clients. Take steps to make sure that you are operating your practice efficiently and ethically.
- Managing your records in compliance with Section 404
- Know when to hold ‘em, know when to fold ‘em- retention aspects of different types of documents
- Is there an obligation to destroy documents?
- Dealing with electronic files/documents
- Dealing with paper files/documents
- What about subpoenaed records?
- …and more!