Law Firm Records Retention video
Every closed matter checked against the schedule, the legal holds, the client's guidelines and the vault, placed on a disposition board with its reason, and approved by the partner one batch at a time. 1:17
What the film shows
Decides which closed-matter files to keep, return or destroy under policy, holds and OCGs
Agents classify each closed matter against the schedule, check it against every open legal hold and the client's guidelines, and search the vault for originals under the client as well as the matter. Each file lands on a disposition board with its reason. Destroy decisions are batched by partner for one signed approval; the shredding is witnessed, reconciled and certified.
Transcript
- Law Firm Records Retention decides which closed files a firm keeps, returns or destroys.
- Ethics guidance: keep files ten years, and never shred an original will.
- The 2016 year is one board: 1,486 matters, each card with its reason.
- This purchase file is headed for Destroy, until the agent checks the vault.
- It finds the client's original will, so the card moves to Return.
- Every matter is checked against nine legal holds and client guidelines.
- Destroy decisions are batched, so Hester approves 312 files in one decision.
- The shredding is witnessed and reconciled, and the certificate is issued.
- The 2016 year drops from 38,400 dollars of storage to 5,400.
- Built on Botminds: agents, data, screens and governance on one platform.
The narration as written for the film. Captions are on the player.