Of course the responses below were exactly what I anticipated (with many
thanks to those who responded):
Developing a policy and schedule is expensive (in time and out of pocket
costs), and they are normally considered proprietary and confidential.
If you paid a consultant, it's unlikely that your firm will want to hand
out the created documents.
Consultants and software are available, and something to keep in mind.
I got one retention schedule, which seems very complete and an excellent
resource. I think the listservs block attachments, so I didn't attempt
it.
Question: Can I ask you how you have classified your records (subject
vs. functional)? And what the classification codes you used are?
Answer: Functional for administrative; subject for client files. I
think - we are still in the beginning.
Question: Are you researching format or content, or both?
Answer: Both. We're at the beginning of the process, trying to get a
handle on it all.
> ______________________________________________
> From: Juanita Phillips
> Sent: Wednesday, January 10, 2007 3:07 PM
> To: [log in to unmask]; Private Law Libraries SIS LegalRec
> Subject: Law firm retention schedules - need samples
>
> Apologies for the cross-post.
> Would you please share your retention schedule? Our committee is
> researching, and asked for samples. We already have lots of articles
> and two copies of "the Blue Bible" (Records Management in the Legal
> Environment). We are a midsized law firm in Chicago.
> Thanks.
> Juanita Phillips, Records Manager
Juanita Phillips
Records Manager
MUCH SHELIST
Much Shelist Freed Denenberg Ament & Rubenstein, P.C.
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