Records Management in the Legal Environment

Book excerpt: An indispensable practical guide for legal practitioners, Records Management in the Legal Environment presents best practices for the unique records management processes and procedures encountered in the private legal environment. Its major topic areas include - operational back office procedures, such as personnel management, space management, and accounting/budgeting practices - front office processes that directly support the practice of law. These include conflicts of interest (i.e., searching, identifying, analyzing, and resolving conflicts of interest), client/matter intake, docket/calendar, litigation support, and business development - the management of records resulting from specialized law practice areas, which with their unique workflow and procedures produce records with different recordkeeping requirementsThe books appendices include extensive exemplars, with annotated lists and forms packages; bibliography with full citations and further readings on all facets of legal records management; and an indexed table of authorities, including cases, statutes, regulations, restatements, model codes, and ethics opinions of various issuing bodies