On Mon, 9 Feb 2015 18:21:22 -0600, Peter Kurilecz 
<[log in to unmask]> wrote:

>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.

Yes, scanned files are kept for 7 years or longer.  
>
>
>> 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? No, have not had the 
chance to. 
>
>
>
>> 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? 

Our Policy is for Pleadings and correspondence, once those are scanned, 
they can be recycled. All other case material will remain in the case file 
until closing.   At closing, materials that are items of record are kept for 
storage for 7 years, others are recycled at that time.   The 2 offices have 
nothing at all going to storage in the last 2 years as they don't save any 
thing. That is my concern.  
>
>
>
>--
>Peter Kurilecz CRM CA IGP
>[log in to unmask]
>Dallas, Texas
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