Proper Records Destruction: Paper, Data, Devices, and More
National Business Institute
Course description
Proper Records Destruction: Paper, Data, Devices, and More
How long do attorneys need to keep client records? What about email? Maintaining a safe file retention and destruction policy is an essential part of running an efficient practice. Learn how to navigate record ownership and notification issues before you shred. Get strategies for adopting a holistic approach to record management that covers everything from texts to billing records.
Training content
- Retention Rules: Paper and Electronic Records
- Who Owns the Documents (Originals, Copies, Notes)?
- Destroying Electronic Records
- Disposing of Electronic Devices: Computers, Smartphones, Laptops, Tablets, Servers, Printers, Copiers, etc.
- Practical Tips for Destroying Paper Files: Active vs. Closed
- Moving Closed Files and Managing Offsite Paper Files
- Notifying Clients of Record Destruction
- Common Problems That Arise and Practical Workarounds
Certification / Credits
- Bring your practice into compliance with file retention and data security rules.
- Identify when you can safely destroy paper, electronic, and mobile device records.
- Learn what actions you need to take to keep your clients informed.
- Discover how to spot and avoid top issues that arise in record management.
- Get best practices for implementing offsite storage solutions.
Why choose NBI?
More than 1.3 million professionals have trusted NBI with their training
With 35+ years of expertise, we understand the needs of professionals seeking continuing education
Our diverse catalog of 4,000+ courses covers topics in all legal disciplines
About NBI
National Business Institute
At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...
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National Business Institute
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