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Guide to Document Retention

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Description

Whether working primarily in a paper or digital office, lawyers create, revise, receive, and produce documents almost daily. This guide covers common issues and risks that lawyers and law firms face regarding document retention. The goal of this guide is to assist in developing a strategy for managing and retaining documents related to the client file, which will keep you compliant with your professional responsibilities and are aware of general best practices for legal service delivery in Nebraska. A sound document retention strategy is vital to effectively offering services in today’s legal world. Waiting until you face a significant career transition (selling a practice, retirement, etc.) to put a document strategy in place can put you at risk of disciplinary action or malpractice claims. Ideally, this guide will help you create policies and procedures in advance in order to avoid later hang-ups. No matter where you are in your legal career, this guide is a great place to start.

After purchase is complete, you will receive an email with a link to download the purchased materials.  You will NOT receive a print copy via the mail.

Purchaser Honor System Policy
Practice Manual sales are an important source of revenue for NSBA that help keep member dues some of the lowest bar dues in the US.  If multiple individuals in a firm will use this resource, please purchase a copy for each user.

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