Good old-fashioned Records question: We're asked to keep our firm's
bills, even though the final bill is in our DMS. Our attorneys are
often asked by clients how they arrived at whatever amount was billed,
so the value is that we keep the "backup", consisting of the draft bill
and work-in-progress, complete with attorney notes scribbled in the
margins, etc. We use a system to have all of these scanned in to our
DMS, in an attempt to keep with the "everything electronic" philosophy
(plus we just didn't want to physically file it anymore). I'm to hoping
to get some feedback on what other firms do with bills. I've heard some
don't keep backup at all, some keep billing files physically with the
rest of the file as correspondence(?).
Help?
Ray
______________________________
Raymond Siggia
US Conflicts & Records Manager
Withers Bergman LLP
t 203.974.0329 c 860.794.5903 f 203.747.7729
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