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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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Marcia Cook

Sr. Data and Analytics Consultant

Marcia Cook comes to InOutsource with 17 years of IT experience with the last 7 years heavily focused on Business Intelligence and Data Warehouse Development, as well as Data and Analytics solutions. Prior to completing her bachelor’s degree, Marcia also worked as an Executive Assistant for various employers including Micron Technology, American Express, University of Utah, and the United States Army Kwajalein Atoll (USAKA).

Marcia has extensive experience with various Analytics tools including Qlik, Tableau, Sisense, OBIEE, and Domo. She has studied both Kimball and Inmon data warehouse methodologies, Software Development Life Cycle (SDLC), and various programming languages including SQL, C++, Java, .NET, and python.

Marcia obtained her Bachelor of Science in Mathematical Science with a minor in Computer Science from University of Alabama in Huntsville.

In addition to work, Marcia has been a college Math tutor for all ages, specializing in general mathematics, algebra, and calculus.