Document management rests on consistent procedures for organization, storage, retention, and disposition. Your firm should have policies that outline your procedures. To prevent the loss of files and to reduce costs, consider scanning and saving documents electronically (at the very least, when a matter is closed).

MANAGEMENT and ORGANIZATION

Startup Kit: Technology – Paperless

ABA Records Management/Document Retention Resources (ABA LTRC)

RETENTION and DISPOSITION

Garage Banned Music: Records Management and Disposition for Attorneys

Talking Trash Recycled (Again): Guidelines for Retention and Destruction of Client Files (BBO)

FURTHER READING FROM OUR LENDING LIBRARY

Records Management in the Legal Environment: A Handbook of Practice and Procedure (ARMA International)

The Lawyer’s Guide to Records Management and Retention (George C. Cunningham, American Bar Association)