Many thanks to Lee and William!
Best,
Mike
-----Original Message-----
>From: "Nemchek, Lee" <[log in to unmask]>
>Sent: Jun 19, 2009 4:04 PM
>To: [log in to unmask]
>Subject: Re: [RM] Law Firm Retention Schedule
>
>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
>[log in to unmask]
>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.
>
>List archives at http://lists.ufl.edu/archives/recmgmt-l.html
>Contact [log in to unmask] for assistance
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>mailto:[log in to unmask]
Mike
J. Michael Pemberton, MLS, Ph.D., CRM, FAI
Certifed Records Manager
Information Management Associates, Inc.
10515 Raven Court
Knoxville, TN 37922
865-919-5878 (cell)
[log in to unmask]
http://www.theimpros.com
Putting Records Straight (SM)
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
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