American Law Institute Continuing Legal Education will present the webcast “Record Retention for Lawyers: File Closing, Preservation, and Destruction” on Friday, February 28, from noon to 1 p.m.
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.
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. This webinar will present best practices every attorney needs to ensure their file retention and destruction processes are thorough, compliant, and secure. Topics to be covered include:
• 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
Questions will be submitted live to the faculty and all registrants will receive downloadable course materials to accompany the program including file closing checklist and two sample closing letters.
Cost for the webcast is $199. To register, visit www.ali-cle.org.
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.
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. This webinar will present best practices every attorney needs to ensure their file retention and destruction processes are thorough, compliant, and secure. Topics to be covered include:
• 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
Questions will be submitted live to the faculty and all registrants will receive downloadable course materials to accompany the program including file closing checklist and two sample closing letters.
Cost for the webcast is $199. To register, visit www.ali-cle.org.
