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Records Management Peer Group
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Lateral Lawyers Are Playing Musical Law Firms!
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8/24/2009 4:00 p.m. |
Much like the child's game, lawyers are switching firms at a furious pace. Whether its one lawyer, a practice group or a merger, getting attorneys and all of their data into your firm is a challenge. The IT, records and conflicts departments must all work together to have a successful transition. How do you balance the firm wanting to bring a partner in with the firm's risk management needs? What do you do with materials for clients that are not coming to your firm? How do you review electronic material that may be owned by the previous firm? What are the ramifications of bringing in international attorneys? These questions and others will be answered. |
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IT and Records Roles in Legal Holds, Subpoenas, Destruction Orders
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8/25/2009 11:00 a.m. |
There may be ways to improve the handling of internal discovery requests at your firm. We discuss best practices and how they apply to you based on the answers to these questions: Are all the necessary groups communicating and ensuring the new federal rules are followed? How do you get lawyers to comply with requests if you don't have a centralized method to gather all responsive materials? How do you find and collect documents belonging to lawyers who have left the firm? Do the proper groups know where all the data is housed? How do you document the process you follow? What are the strategies for ensuring people are not creating their own spaces of data? A helpful checklist based on best practices will be provided. Please bring any questions you have! |
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Retention: It's More Than Just a Records Management Issue
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8/25/2009 1:30 p.m. |
Retention policies should be comprehensive and actionable. Records, IT and administrative departments such as finance/accounting and HR should all work toward developing and supporting a single retention policy for the firm. We cover what should be included in the policy, how to make it happen, getting firm management buy-in, who should be involved in developing and maintaining the policy, IT issues to consider such as e-mail management and system backup, records policy and retention issues that should be considered, how to implement the retention policy as well as the supporting processes to implement for success. |
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Winning the War on Retention
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8/25/2009 3:30 p.m. |
This session's panel walks you through their retention battles. Legal and corporate soldiers discuss their strategies and the tactics they use to overcome attorneys resistance to retention and destruction. Take this opportunity to hear war stories from those who are on the front lines, and take away battle plans which allow you to begin the crusade at your firm. |
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