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Culling Your Files: Efficient & Effective File Destruction
Thursday, July 26, 2012 from 3:00 PM to 4:00 PM (EDT)
Client files are valuable resources which enable a law office to accomplish a mission: the successful and satisfactory representation on a matter presented to it. It is inevitable that once the mission is complete, a time will come when a client’s file is little more than the occupant of valuable law office space. So the question arises: when can I destroy a client file? While the answer will depend upon a variety of factors, if an effective office policy is in place when the file is created, the decision to destroy, and the manner of destruction will be little more than an administrative action. This one-hour Fundinar will cover the creation, assemblage, maintenance, culling, and destruction of paper files. It will suggest a procedure to guide one in preparing a written office policy on file destruction that will make such a practice routine and efficient. Statutory and practical constraints on destroying files will be reviewed as will safeguards related to digital storage of such matters. Particular attention will be paid to steps that can be taken to avoid last-minute hitches to the plan. One hour of continuing legal education credit is expected.
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