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Legal Record Retention: What to Keep, Destroy & Lock-Up
On-Demand Recording
Record retention - and destruction - can be an absolute nightmare without a well thought out and structured plan that's strictly followed.
Particularly in a law firm environment where a records retention policy must apply to both physical and electronic client material.
Failing to meet legal requirements of record retention can be dire and lead to major consequences, including loss of rights (e.g., unable to prove a debt is owed); obstruction of justice (e.g., Sarbanes-Oxley Act of 2002, 18 U.S.C. § 1519); contempt of court (e.g., disobeying a court order to produce records (“Subpoena Duces Tecum”); and/or an adverse inference in litigation (“spoliation”).
Join us for a 75-minute workshop and discover:
Particularly in a law firm environment where a records retention policy must apply to both physical and electronic client material.
Failing to meet legal requirements of record retention can be dire and lead to major consequences, including loss of rights (e.g., unable to prove a debt is owed); obstruction of justice (e.g., Sarbanes-Oxley Act of 2002, 18 U.S.C. § 1519); contempt of court (e.g., disobeying a court order to produce records (“Subpoena Duces Tecum”); and/or an adverse inference in litigation (“spoliation”).
Join us for a 75-minute workshop and discover:
- How to draft and implement an effective records retention policy
- No-nonsense techniques for a strong records retention program
- The when, what and how of record-destruction
- Risks involved with over saving and under saving information
Formulating and Developing a Records Retention Policy
- Identifying what qualifies as a “record”
- Sample record categories - based on typical client files
- Categorizing records for retention and destruction
- Implementing relevant and realistic retention timeframes
Navigating Client Interfaces
- Obtaining client consent to your retention policies
- Drafting file-close letters
- Determining file ownership – the client or the law firm
- Returning files to clients: when and how
Document Destruction
- Appreciating the dangers of retaining everything “forever”
- Adhering to retention timeframes
- Following relevant document destruction laws
- Employing best document destruction practices
Live Question & Answer Session - Have your questions answered by the expert!
Program Benefits
This informative 75-minute webinar dives into drafting and implementing an effective, compliant record retention policy that keeps you out of legal hot water.
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HRCI CREDITS
This program has been approved for 1 (HR (General)) recertification credit hour toward aPHRTM, aPHRiTM, PHR®, PHRca®, SPHR®, GPHR®, PHRiTM and SPHRiTM recertification through the HR Certification Institute. Learn more at hrci.org
