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Video

  • 17 minutes

Document Retention Tips for Your Clients' Records

 

Ethical considerations for records retention.

Your clients’ records are your clients’ property. If one of your clients asked you for their records would you know the location of your clients’ records that are in your custody? There are a lot of instances where you are taking in client’s records because of the work you are doing for your client. Whether it’s a legal situation or an accounting situation or a combination of both, knowing where the location of your client’s records is in your custody is highly critical because you are a temporary custodian of that information. This video reviews ethical considerations when handling clients’ records.

Runtime: 16 minutes
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Agenda

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Faculty

Mark J. Fidel

Mark J. Fidel

RiskSense, Inc.

  • Co-founder of RiskSense, Inc., a cyber risk-based vulnerability management company
  • Owner of Applied Records Management which provides records management consulting to law firms and other businesses for 15 years
  • Licensed attorney in New Mexico
  • J.D. degree, University of Denver Sturm College of Law
  • Can be contacted at 505-241-9669 or [email protected]
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