RECMGMT-L Archives

Records Management

RECMGMT-L@LISTSERV.IGGURU.US

Options: Use Forum View

Use Monospaced Font
Show Text Part by Default
Show All Mail Headers

Message: [<< First] [< Prev] [Next >] [Last >>]
Topic: [<< First] [< Prev] [Next >] [Last >>]
Author: [<< First] [< Prev] [Next >] [Last >>]

Print Reply
Subject:
From:
"Daoust, Martha" <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Fri, 17 Jan 2014 18:11:01 +0000
Content-Type:
text/plain
Parts/Attachments:
text/plain (76 lines)
Hi Mary,
Thank you for your response. Are you with a law firm?

Martha

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of mwhaider
Sent: Friday, January 17, 2014 12:40 PM
To: [log in to unmask]
Subject: Re: retention of hard copy legal files

Martha,
I think you are asking a question similar to the email retention policy discussion.  "Hardcopy" is a media (don't apply retention to media); and "legal records" is a very broad category for one retention requirement.  In general, many if not most legal records have a "close date" or "final judgment date" which can be used as an "event" from which the retention requirement can be applied, but in my experience "case files" and "final judgment files" generally have a different retention after the event as well as other "legal type" records.  As for "archiving" are you referring to "storage" or "permanent retention".  These are all variables that need to be defined.


Mary

Mary W. Haider, MBA, CRM
Records & Information Manager and Consultant [log in to unmask]
865-983-1371


On Thu, Jan 16, 2014 at 10:36 AM, Daoust, Martha <[log in to unmask]>wrote:

> I need to come up with a consensus  re: retention policy of various 
> types of hard copy legal records, for archiving.
>
> Thanks
> Martha
>
> RESPONSES TO:
>
> Martha Daoust, Records Manager
> Halloran & Sage  LLP
> 225 Asylum Street
> Hartford, CT 06103-4303
> Telephone:  860-297-4678
> Fax:  860-548-0006
> mailto:[log in to unmask]<mailto:[log in to unmask]>
> www.halloran-sage.com<file:///\\hs-file\Apps\Outlook%20Signature%20Fil
> es\
> www.halloran-sage.com>
>
>
> IRS Circular 230 Disclosure:  In compliance with Treasury Department 
> Regulations, we inform you that any U.S. tax advice contained in this 
> communication (including any attachments) is not intended or written 
> to be used by any taxpayer, and cannot be used, for the purpose of: 
> (i) avoiding penalties under the Internal Revenue Code that may be 
> imposed on the taxpayer; or (ii) promoting, marketing or recommending 
> to another party any transaction or matter addressed herein.
>
> Confidentiality:  The information contained in this e-mail message is 
> intended only for the use of the individual or entity named above and 
> is privileged and confidential.  Any dissemination, distribution, or 
> copy of this communication other than to the individual or entity 
> named above is strictly prohibited.  If you have received this 
> communication in error, please notify us immediately by telephone.
>
>
> List archives at http://lists.ufl.edu/archives/recmgmt-l.html
> Contact [log in to unmask] for assistance To unsubscribe 
> from this list, click the below link. If not already present, place 
> UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
> mailto:[log in to unmask]
>

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
mailto:[log in to unmask]

List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
mailto:[log in to unmask]

ATOM RSS1 RSS2