313 Bridle Path Road
Lansdale, PA 19446
Tel: (215) 628-9422
Fax: (215) 701-5842

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Records Management and Retention

Every firm today, no matter the size, needs a well developed records management policy. Unfortunately, the amount of paper and electronic documents is increasing exponentially. As the expense of office and storage space continues to rise, the retention of unnecessary paper can become an insidious drain on profits. We can assist your firm in developing a plan which streamlines and automates the management of all paper and electronic records (including client files) from creation and receipt through the proper method of destruction. We will help you identify and protect all documents necessary to operate the firm, assure compliance with statutory and regulatory requirements, avoid charges of spoliation, and protect your firm in the event of a malpractice claim.
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