White Paper

10 Pages
  • 10 Pages

Best Practices for Records Management


With Consistency and Accountability, Best Practices are Easy and Straightforward

There are few laws that are taken more seriously than those that govern the privacy and integrity of personal information. In recent decades, the increasing number of identity theft incidents and other electronic types of fraud has placed a spotlight on the management of everything from client legal records to their medical information, insights into their finances, and more. For the average law firm, all of these types of records tend to intersect based on the unique type of case being pursued and the unique type of information required to assist a client through each step of a legal procedure. Managing these records successfully must absolutely be a key focus of every law firm, no matter its size. The reasons for this are numerous, and are outlined in this white paper.

Learning Objectives

  • Learn how to successfully manage records.
  • Learn best practices for handling expiration, retention and maintenance of records.
  • Review how to create a filing procedure checklist.



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