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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.