Creating an Effective Law Firm Records Retention Policy
Performing the necessary research to support your records retention policy is not a small task.
About InOutsource
This concise, two-page overview of our practice groups and common challenges we help our law firm clients address, including:
- Intapp (software implementation, solution optimization, cloud migrations and more)
- Copilot Readiness (strategy, policy, technology and adoption)
- New Case Filing Intelligence (supporting BD and KM success)
- Information Governance (assessments, consulting, policy development and software implementation)
- Analytics (solution development, software implementation, staff training and more)
- Risk management (consulting, staff organization, team skills development)
- Cost Containment (analysis, advisory services, vendor management and more)
Read More from InOursource (Resource Library)
Read the latest from our team of experts, delivering educational content, analysis and opinion across all our areas of practice focus:
Managing Information Risk Before Law Firm Mergers Begin
Protecting client confidentiality is a cornerstone of an attorney’s professional and ethical duties to their clients and as such a critical component of a successful law firm records and information management program.
Lateral Attorney Hires – Managing Conflicts and Assessing Risk
Gone are the days of law school graduates beginning their careers as associates and staying loyal to the firms that trained and promoted them. To stay competitive, firms are aggressively recruiting experienced and well-trained talent to grow their firm.
Shifting Roles
Responsibilities in law firms are changing, so when it comes to client intake, conflicts checks, and IG / records management, whose job is it? Given
Declaring Digital Documents As Records
Many law firms have joined the quest to go “paperless.” This holy grail of efficiency and order in the digital age has been touted for years as being just over the horizon. The answer to the question “how do we get there?” has been just as elusive.
