Attorney's Guide to File Retention, Destruction, and Security

presented by NBI, Inc.
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Course Description

Learn How to Ethically Handle Documents and Client Data

Are you confident in your handling of the back-stock of paperwork, e-mails, electronic documents, and smartphone data that passes through your hands every day? Deciding which document to keep and which to destroy, as well as how to protect client data online, in e-mail, and on all your devices can be perplexing and time consuming. Don't let outdated policies put your firm at risk. Join our faculty in discussing regulatory requirements and attorney obligations and get practical daily tips for keeping your practice safe and secure. Register today!

  • Spot red flags in your current document retention and destruction practices.
  • Avoid penalties by ensuring you are in compliance with the Rules of Professional Conduct.
  • Protect your clients' data from cyberattacks.


11:00 AM - 12:30 PM Eastern, Peyton Engel

  1. Document Retention and Destruction: Rules and Rights
    1. Legislative and Regulatory Requirements
    2. Attorney's Obligations in Rules of Professional Conduct
    3. Who Owns the Documents? (Originals, Copies, Notes)
    4. Special Considerations for Law Firm Administrative Documents
  2. Communicating With Clients and Other Parties About Record Destruction - With Sample Correspondence
  3. Model Document Retention/Destruction Policy
    1. Actions That Indicate Completion of a Case/Legal Matter
    2. Culling Files
    3. How to Destroy Files
    4. Guidelines for Implementing a New Policy
    5. Common Issues That Arise
  4. Electronic Records Destruction

12:45 - 2:15 PM Eastern, Peyton Engel

  1. Data Security in Your Daily Law Practice
    1. State of Law Office Electronic Records
    2. Duty of Technology Competence
    3. Rules of Professional Conduct Guidance on Protecting Confidentiality
    4. Securing Lawyer E-Mail Communications
    5. Protecting Electronic Files: Cloud Storage and Collaboration Tips
    6. Use of Cell Phones and Tablets in Legal Practice: Risks and Best Practices
    7. Lessons From Cyberattacks on Law Offices
    8. What to do When Suspecting a Data Breach

Who Should Attend

This legal guide is designed for attorneys. Law office administration and paralegals may also benefit from attending.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Ethics

Training Course Summary: Attorney's Guide to File Retention, Destruction, and Security

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