Thanks to all of you who responded to my questions. I simplified the
answers, they are listed them below.  

________________________________

From: Barbara Embick 
Sent: Thursday, August 09, 2007 11:28 AM
To: Listserv Listserv ([log in to unmask]);
[log in to unmask]
Subject: End-of-matter questions for listserv


Excuse the cross post. 
 
Our firm is evaluating our end-of-matter processes and I have a few
questions for you today.
 
Paper records:

1.	Does your firm return client materials from a matter to the
client at the end-of-matter or store them for the firm's retention
period?   Do not return and store for firm retention period. 
2.	If you store matters for the retention period, does your firm
typically charge clients for storage of matters from end-of-matter until
destruction?  Majoriety indicated no, but in some circumstances firm's
do charge clients for storage of their records.  

	*	 If so, is it a set fee you charge at the end of the
matter; or, do you invoice annually for this?    Separate accounts are
generally set up with the vendor. The firm is billed monthly and in turn
bills the client monthly. 

3.	If you return the client's materials, do you copy any portion of
the materials to address future concerns (i.e. risk management, future
similar business with the client)?  In some circumstances, the decision
is made by the Risk Management Partner.  

Electronic records:

1.	Has your electronic systems become so large that your firm is
now considering charging for electronic storage space?  All said no.  

 
Thanks in advance for your responses. I will be compiling this data and
will be happy to forward it to anyone who may have an interest. 
 
 
 
 HOME <http://www.nelsonmullins.com/index.cfm>  LOCATION
<http://www.nelsonmullins.com//locations/columbia-law-office.cfm> 
 
Barbara Embick, CRM
Records Systems Manager
[log in to unmask] 
Nelson Mullins Riley & Scarborough LLP
Meridian, 17th Floor
1320 Main Street, Columbia, SC 29201
Tel: 803.255.9749 Cell: 803.553.1353 Fax: 803.255.9052
www.nelsonmullins.com <http://www.nelsonmullins.com/> 
 

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