Creating an Effective Law Firm Records Retention Policy

Establishing a prudent and effective records retention policy is not a small task.

While this work is vital to a defensible policy, standardizing your approach and getting your firm’s risk management resources, IT and records departments, and attorneys on board is likely the piece of this project that will take the most time.

While some aspects of policy and procedure development will be the same for every law firm, there are many important details warranting close evaluation by IG professionals and firm management.

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