Records Management and Retention 2023

City:
Start Date:2023-05-09 20:00:00
End Date:2025-05-09 20:00:00
Length:
Level:Basic
Topics:Professional Skills

$79.00 ProPass

[{"jurisdiction":"Pennsylvania Continuing Legal Education Board","status":"Approved","state":"Pennsylvania","credits":"","expiration_date":"May 8, 2028","speciality_credit":[{"category":"Ethics and Professional Responsibility","state_category":"Ethics","credit":"1.0"}]}]

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Overview

Ethical requirements and what to do with old client files; development of a records management policy – how and why. In the wake of Zubulake I thru VI, it is important to have an understanding of how to manage both electronic and paper documents.

Recorded in February 2023.