Records and information management is a fundamental aspect of every client engagement. Clients are increasingly raising concerns regarding the security and confidentiality of the information which they expect their counsel to maintain during and after representation. The rise of client concerns over data security parallels the increase of law firms marketing records management, data hosting and records retention as important aspects of their service to clients. This article details some of the trends in electronic records management within law firms and details methods for defending against common records management pitfalls. Instead of focusing on the details of external regulations and security threats facing law firms this article will cover general record-keeping best practices applicable to protecting client confidentiality when transmitting and storing important client information, developing a consistent approach to records and information management, and communicating these standards with clients.
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