Proper Records Destruction: Paper, Data, Devices, and More

National Business Institute
Training overview
Professional Course
1.5 hours
From 229 USD

Start dates
229 USD
Inquire for more information

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.

Want to find out more?

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...

Read more and show all training delivered by this supplier

Contact this provider

Fill out your details to find out more about Proper Records Destruction: Paper, Data, Devices, and More.

  Contact the provider

  Get more information

  Register your interest

Country *

Contact info

National Business Institute

1218 McCann Dr
54720 Altoona WI

 Show phone number

Request Information

Have a question about this course? Fill out this form and the provider will get in touch with you shortly

View again
Supplier Directory
Join our Supplier Directory to:
- Gain Traffic
- Get Noticed
- Showcase Your Services
- Free Listing Available