I would add to William's reply below that anybody who wants to consult for a law firm in records retention needs to have a thorough understanding of the applicable ethics rules as published in the ABA Model Rules of Professional Conduct, all secondary source commentary material on the Rules - e.g., Restatement of the Law Governing Lawyers - and the comparable local bar association rules, e.g., California Rules of Professional Conduct.

--Lee

Lee R. Nemchek, MLS, CRM
Vice President, Records Management
Oaktree Capital Management, L.P.
333 South Grand Avenue, 28th Floor
Los Angeles, CA  90071

p +1 213 830-6252   f +1 213 830-8504
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www.oaktreecapital.com


-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Creamer, William
Sent: Friday, June 19, 2009 12:27 PM
To: [log in to unmask]
Subject: Re: Law Firm Retention Schedule

It's not so much that you need a background in "law" per se, because
there are very few laws that apply to client flies, but the jargon in
law firms is very specific to the profession. If you don't know it, your
knowledge of your field and ability to counsel them, will be discounted.
Also, when law firms go into an area they are not familiar with (such as
retention), they are very interested in what other law firms are doing,
and since our vendor base is very small, they automatically expect you
to be able to tell them what others are doing from first hand
experience, or at least from the experience of others in your firm.

For research on relevant background material look at Bar Association
opinions on client file retention and ownership. Ethics opinions are
also relevant, as is the specific comfort level of the firm to differing
levels of risk.

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