Online Resources
In addition to the Colorado materials, here are some links to other online records management resources followed by a brief description of the resource:
• http://www.abanet.org/lpm/lpt/articles/ftr07046.html
This link goes to the ABA website under the Law Practice Management Section. It discusses the need for a document retention policy that calls for a plan to discard potentially costly and damning documents after an appropriate period of time for both law firms and their corporate clients. The article outlines a DRP and gives dos and don’ts related to DRP policies.
• http://lawyersusaonline.com/blog/2009/07/28/closing-the-clients-file/
This link is for a blog on Lawyers USA. It discusses closing old clients’ files, specifically paper files stored in banker’s boxes. Like the ABA article, it outlines a procedured for closing files and destroying documents.
• http://www.abanet.org/tech/ltrc/fyidocs/rm.html
This ABA article is under the Legal Technology Resource Center page on the ABA website. It gives a brief summary of records Management strategy and provides additional links for RM strategy guidance.
• http://tinyurl.com/db6tna
This link goes to a sample office file retention/destruction strategy plan provided by a law firm service company. It is in PDF format and can be used to help lawyers create their own DRP policies.
• http://www.michbar.org/pmrc/articles/0000104.pdf
This is a link to a very brief closed file checklist from the Michigan state bar.
• Association of Records Managers and Administrators