General, Solo, Small Firms, Professional Development, Ethics, Law Office Technology/Management, Young Lawyers Division, Skills

Document Management and Retention: Can I Throw It Away Yet?


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.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and save on this course. Not a TBA member? Join now to start saving.

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.



Course Pricing
  • Member: 50.00
  • Non-Member: 80.00
If you are not a TBA Member, you can join now to receive CLE discount prices and three prepaid credits.

TBA members who are judges, lawmakers and law students can take TBA CLE onsite courses at no charge for the programming. There may be a separate charge if meals, special materials or other premium features are involved.
Course Information Webcast - Archived Video Highlights
  • Ethics Credit Available
  • Convenient CLE from your home or office
  • Viewable from your laptop or mobile device
Course Credits Dual Credits: 1.00
General Credits: 0.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to for Georgia and Mississippi CLE credit.