2011 Texas Bar Annual Meeting
San Antonio, Texas
Grand Hyatt San Antonio
and
the Henry B. Gonzalez Convention Center
June 24, 2011
Law Practice Management Track
Friday, 3:45 - 4:30 PM
.75 Hours
(.25 Hours Ethics)
NEW - Chronology of Data Breaches INCLUDING INTERNET DATA BREACHES - -From April 2005 until June 21, 2011
The Theory and Mechanics of "Establishing the Best Record Retention Policy for Your Law Practice." What is TOO LONG, What is NOT LONG ENOUGH, What Works and How do we set it all up?
Below are excellent books/sites/articles addressing many aspects of "Document Management and Retention". Most are free some will cost you but all are good sources. There are also some examples of the mechanics for document management and retention. All the links below, are HOT (they work on the Internet if you are hooked up and reading these materials from the thumb drive given to you by the State Bar CLE Program. Hopefully these links will remain good, this paper was submitted to the State Bar in March 2011, and the links were good then.
David J. Ferrell
THIS IS A LINK----->
FYI: Records Management/Document Retention
The core asset of every law firm and legal organization is information. Lawyers sift through enormous amounts of information on a daily basis -- everything from client files to printed contracts to the emails they receive on their smartphone. Making sense of all this information and ensuring that it's sufficiently protected and accessible is a daunting, but absolutely necessary, task.
Records management, often abbreviated "RM," is the strategy organizations employ to manage such information. RM is the process of identifying, organizing, maintaining, and accessing all of the records created or received by an organization in its day-to-day operations. These records can be electronic or paper and include virtually everything that passes through an organization's doors. There are many reasons a firm or individual might employ a particular RM strategy, but the most important reasons are the most practical: improving productivity, cutting costs, and complying with legislative, regulatory, and internal policy requirements.
Below is a listing of some helpful informational resources regarding RM,
as well as a listing of some of the major RM solutions currently
available.
Resources - Links
ABA Legal Technology Resource Center
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Herding Cats: Managing Electronic Data in a Law Firm (PDF) Electronic data - email, forms, documents, spreadsheets, and databases - must be effectively managed to both tap into its true potential and for retention and compliance. In this presentation for the Chicago Bar Association, strategies for using technology, planning, and training to effectively manage electronic data were reviewed. |
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Find Law - Document Retention Policies Revisited |
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The Seven Deadly Sins of Records Retention |
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Record Retention Guidelines - 101 , How Do I Know What to KEEP? |
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American Bar Association
American Association of Law Libraries
| Records Retention in the Private Legal Environment: Annotated Bibliography and Program Implementation Tools (PDF) |
ARMA International (Association of Records Managers and Administrators)
Sedona Conference
IRS Statute of Limitations
Document Retention when the IRS is involved!!!
DOCUMENT IMAGING AND ARCHIVING, Mechanics - HOW TO DO IT!
Click on the LINKS BELOW
Fujitsu ScanSnap S300 SMALL and powered by USB2 Port
NEW ScanSnap S1300 Portable Scanner
PC WORLD - Digitize Your Documents March 1, 2011 Article
VuPoint Magic Wand Portable Photo and Document Scanner
Adobe Acrobat 8 & 9 Professional Article by David J. Ferrell & Roy Greenberg
Adobe Acrobat Reader X (10) FREE
The appendices files below are referenced in the above paper written by David J. Ferrell and Roy Greenberg for a Texas Bar "Perfecting Your Practice" seminar (ADOBE ACROBAT 8 and 9 PROFESSIONAL A MAJOR UPGRADE FOR LAWYERS) and are to be viewed with Adobe Acrobat Reader 9 or 10. Acrobat (X) 10 is the free READER reference above.
Be patient for these files to download to your computer.
Mexican Constitution (Short excerpt)
Dynamic Demand Letter for Civil Damages
Example of Multimedia CLE Paper submitted for Texas Bar CLE
Download Link for article above at "You Send It" 50 megabytes. Try this download to see how "You Send It" works and for an example of a Multimedia PDF Portfolio, REMEMBER, you need Adobe Acrobat 9 or 10 both are free.
3 MORE LINKS on Adobe Acrobat
Adobe Acrobat X (10) Lawyer Friendly Features
Adobe Overhauls Interface With Acrobat X (10)
Google Books - THE LAWYERS GUIDE to Adobe Acrobat
MORE concerning document retention.
Startup Kit for a Small Law Practice CLICK BELOW
Law Practice Management Handout
HERE IS The Link to This Page on the INTERNET if you are accessing this PDF page from the thumb-drive provided by the State Bar CLE Program - If you are already on this page on the Internet, Clicking here will take you to the top of the page.