It is not uncommon for firms to have hundreds, sometimes thousands of closed bankers boxes sitting around, with some spending thousands of dollars on closed file storage per month. Many firms are starting to move towards paperless office environments, which begs the question(s) “How long do I have to keep my closed files ... paper and/or electronic?”... and “How can I convert that paper to digital so I can destroy the paper files?” In this webinar, you will learn the essentials about document management & retention and a common-sense economical and ethical approach to a complex issue.
This program will be rebroadcasted in December.
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I am not currently practicing and was more interested in what to do with my files from years ago...which those questions were answered but what I found insightful for my current vocation and even if I go back to private practice is just this whole idea of document management/organiztion and how documents are created on multiple platforms.
This is one of the most useful CLEs that I have watched. Highly recommend.
Great resources and really solid review of rules regarding destruction.
Good, practical info.plenty of things to think about.
Very helpful information.
Very useful information on the values of document storage systems and shortcomings of consumer based models.
Excellent treatment of vital practice hygiene questions.
Very useful and provided for and against examples that were very instructive
Very substantive overview.
From those of us from the rotary dial era, this was excellent and we can now simi know what the younger generation is up to.
This program will be filed for Tennessee CLE credit. Please email a request to firstname.lastname@example.org for Georgia and Mississippi CLE credit.