Lorman offers professional resources regarding COVID-19 and remote working best practices.  Learn more

Show navigation


  • 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
View Video

More Program Information


View Video

More Program Information


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]
View Video

More Program Information

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products for one year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.