Document management rests on consistent procedures for organization, storage, retention, and disposition. Your firm should have policies that outline your procedures. To prevent the loss of files and to reduce costs, consider scanning and saving documents electronically (at the very least, when a matter is closed).
MANAGEMENT and ORGANIZATION
Startup Kit: Technology – Paperless
ABA Records Management/Document Retention Resources (ABA LTRC)
RETENTION and DISPOSITION
Talking Trash Recycled (Again): Guidelines for Retention and Destruction of Client Files (BBO)
FURTHER READING FROM OUR LENDING LIBRARY
Records Management in the Legal Environment: A Handbook of Practice and Procedure (ARMA International)
The Lawyer’s Guide to Records Management and Retention (George C. Cunningham, American Bar Association)