Question: Need help with the below assignment Project Overview & Instructions: Using the resources found in your textbook, and the internet, develop a records retention plan
Need help with the below assignment
Project Overview & Instructions: Using the resources found in your textbook, and the internet, develop a records retention plan for your law firm. Your typewritten plan must be a minimum of three (3) pages, and contain explicit details on how you will organize and structure the following elements:
Hard Copy Files Develop a file folder system for filing hard copy documents that include:
o Attorney notes
o Client information
o Pleadings
o Discovery
o Correspondence
o Billable time and invoices
o Medical records o Tax returns
Electronic Files Develop a procedure for scanned documents similar to your hard copy files:
o Some electronic records retention systems employ tags rather than folders.
o Some systems use tagging such as: Client name/file folder/name of document/date
Daily Filing Develop a procedure for handling all incoming mail, and document productions.
o Filing should be a daily priority, along with a distribution system to ensure that legal documents are calendared quickly, and bill/invoices are handled properly
Retention and Destruction Develop a system for storing, archiving, and destroying files. The retention system should be consistent and should, at a minimum, cover the following issues
Confidentiality The key to successful records retention, retention and destruction system is to keep client confidentiality as a top priority.
o Discuss how your records retention plan ensures that client confidentiality will be maintained during the active phase of their case and prior to destruction
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