Month: August 2019

Create a Records Retention Schedule

Law Firms – How to Create a Records Retention Schedule

A records retention schedule determines how long your firm keeps its files. It is crucial to establish a proper retention schedule, and adhere to it so that you don’t end up overpaying for file storage, cluttering your system, and exposing your firm to unnecessary risk. Get Started The first step in creating a records retention …

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Matter File Best Practices for Law Firms

Law Firm Matter File Best Practices for the 21st Century

Law firms face unique challenges when it comes to managing their client matter files. Firms have an ethical responsibility to safeguard client information, meaning data security needs to be a high priority, but at the same time, lawyers also need the ability to access information quickly and easily from a variety of locations. Think of …

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