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How Law Firms Can Better Manage Records and Information Management as a Service for Clients

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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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.