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Subject:
From:
Peter Kurilecz <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Mon, 9 Feb 2015 18:21:22 -0600
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On Mon, Feb 9, 2015 at 5:48 PM, Jon Soderlund <[log in to unmask]> wrote:

>  keeping case materials for 7 years after closing.  Our 2 other offices
> are not and have
> eliminated the retention of any hard copies of any case material after it
> has
> been scanned.


are they retaining the scanned files for 7 yrs after the case is closed? or
are they keeping them longer than the approved retention period.


> I am not convinced that they are scanning ALL case
> materials as I have no way to check compliance.


have you ever monitored their scanning process?



> I need to provide our
> senior partner with robust reasons why these offices need to follow policy.
>

 which policy? the retention period or what? is there a policy that says to
keep only hard-copy case files?



-- 
Peter Kurilecz CRM CA IGP
[log in to unmask]
Dallas, Texas
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