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Document Management and Retention Policies for Clients and Law Firms

Document Management and Retention Policies for Clients and Law Firms
Author: Patrick J. Cunningham
Publisher:
Total Pages: 80
Release: 2008
Genre: Business enterprises
ISBN:

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Course materials from a continuing legal education program held at Chicago-Kent College of Law on February 15, 2008, for all attorneys, but especially for those working as business/corporate lawyers, corporate counsel, litigators, or law firm managers; topics include document management, including record retention and archives, how to avoid e-discovery traps and technology issues, ethical considerations, and Cyber Insurance Protection.


The Lawyer's Guide to Records Management and Retention

The Lawyer's Guide to Records Management and Retention
Author: George C. Cunningham
Publisher: American Bar Association
Total Pages: 318
Release: 2006
Genre: Law
ISBN: 9781590314500

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This book will help any law firm create and maintain an effective and well-organized records management program, including administration and storage of client files and administrative records in all types of media. Firms will learn to implement an efficient information, document, and file retrieval system, thus reducing costs, avoiding ethics violations, and ensuring client satisfaction. In addition, the book covers legal and ethics compliance when it comes to management and retention of both paper and electronic files.


Emerging Best Practices in Legal Records Management

Emerging Best Practices in Legal Records Management
Author:
Publisher: Primary Research Group Inc
Total Pages: 68
Release: 2006
Genre: Business & Economics
ISBN: 1574400789

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This report looks closely at legal records management, and provides information and analysis on staff size and training, attorney-records staff relations, outsourcing, negotiations with warehouse suppliers, use of digital imaging, use of RFID, retention policies, equipment purchasing plans, and other facets of legal records management. The study is based on detailed interviews with records and practice management professionals and partners at some of America's most prestigious law firms, courts and law schools. Among the organizations profiled: Thompson Hine, Dewey Ballantine, Kay Scholer, Fulbright & Jawarski, The National Archives & Records Administration, Blackwell Sanders Peper Martin, the U.S. Court System for the District Courts, Thomas M. Cooley Law School and Darby & Darby.


Electronic Records Management and E-discovery

Electronic Records Management and E-discovery
Author: Catherine R Connors
Publisher: Aspatore Books
Total Pages: 0
Release: 2010
Genre: Discovery (Law)
ISBN: 9780314268198

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Electronic Records Management and e-Discovery provides an authoritative, insiders perspective on key strategies for managing electronic records during litigation. Featuring partners from some of the nations leading law firms, these experts guide the reader through the process of implementing an e-discovery strategy, as they discuss the importance of protecting electronic information, considering e-discovery aspects early on in litigation, and agreeing on a framework to pursue electronic discovery with opposing counsel. These top lawyers reveal their advice on navigating current rules and regulations governing electronic records and e-discovery and comment on the need for additional regulation in this area of law. From meeting with the IT staff of corporate clients to understanding the evolution of electronic records management systems, these authors explain the importance of gathering information regarding a clients electronically stored information and retention policies. These attorneys also discuss recent trends in e-discovery, including relevant cases and changing legal standards. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating a rapidly-changing area of law.


Records Management in the Legal Environment

Records Management in the Legal Environment
Author: Jean Barr (Customer relationship manager)
Publisher:
Total Pages: 620
Release: 2003-09-01
Genre: Law offices
ISBN: 9781931786096

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An indispensable practical guide for legal practitioners, Records Management in the Legal Environment presents best practices for the unique records management processes and procedures encountered in the private legal environment. Its major topic areas include - operational back office procedures, such as personnel management, space management, and accounting/budgeting practices - front office processes that directly support the practice of law. These include conflicts of interest (i.e., searching, identifying, analyzing, and resolving conflicts of interest), client/matter intake, docket/calendar, litigation support, and business development - the management of records resulting from specialized law practice areas, which with their unique workflow and procedures produce records with different recordkeeping requirementsThe books appendices include extensive exemplars, with annotated lists and forms packages; bibliography with full citations and further readings on all facets of legal records management; and an indexed table of authorities, including cases, statutes, regulations, restatements, model codes, and ethics opinions of various issuing bodies


Law Firm Records Management Benchmarks

Law Firm Records Management Benchmarks
Author:
Publisher: Primary Research Group
Total Pages: 0
Release: 2014
Genre: Law offices
ISBN: 9781574403039

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The study presents data from 10 major law firms about their records management practices. Among the issues covered: records retention policies, staff size, office space used, offsite storage space used, costs of offsite storage space, use of legal records management consultancies, departmental budgets, uses of staff time, ratio of management to support personnel, ratio of records staff to total number of attorneys, policies on social media and cyberspace records, composition of original records base between electronic and paper-based records, and much more.


Model Rules of Professional Conduct

Model Rules of Professional Conduct
Author: American Bar Association. House of Delegates
Publisher: American Bar Association
Total Pages: 216
Release: 2007
Genre: Law
ISBN: 9781590318737

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The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.