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 a lawyer sitting at a desk with piles of paper as high as their head around them. Or their assistant, frantically searching through the same piles for one document needed for a court appearance in 15 minutes. These images are easy to bring to mind because if you haven’t been there yourself, you have seen someone who has.
Setting up a secure, efficient records management system can save your law firm hundreds of hours and thousands of dollars. Each firm is unique, but there are some common best practices firms can implement to fit their individual situation.
Keeping sensitive matter files secure is the most critical part of a records management program for a law firm. Follow these tips to implement better security:
Although it is rare to have a law firm that can be 100% electronic, your firm can move the storage of official matter files to electronic. Storing electronic data allows you to:
An often-forgotten aspect of data security is getting rid of information once it is no longer needed. Hackers and thieves cannot steal what you do not have.
I hope you can see why it’s so important to get a proper records management program in place. If you work for a law firm that doesn’t have a records management program in place, I can help. Schedule a 10-minute strategy session with me here.