White Paper

10 Pages
  • 10 Pages

10 Tips for Drafting a Document Retention Policy


Possession is 9/10 of the law, and proper documentation is 9/10 of possession.

Document retention policy is not standardized in any way; it is the "art form" of the legal profession. The attorney that has the best document retention policy will be the attorney that supplies the best service for his clients. If you are looking to become the best attorney for your clients that you possibly can be, then you should strive to improve your document retention policy based on models of past success. Although there are no set rules, there are tried-and-true tropes that will help you create the absolute best policy that you can. This white paper provides 10 rules for creating your own document retention policy so that your clients can trust you and you will have your documents in order for the courts should they ask for them.



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