David:  I agree with both Julie's and Pilar's comments.  Personally, I've never heard of any law firm applying retention rules at the client level rather than the individual matter level.

--Lee


Lee R. Nemchek, MLS, CRM
Vice President, Records Management 
Oaktree Capital Management, L.P.
333 South Grand Avenue, 28th Floor
Los Angeles, CA  90071 
p +1 213 830-6252   f +1 213 830-8504
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www.oaktreecapital.com 

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Steward, David
Sent: Wednesday, August 29, 2012 6:13 AM
To: [log in to unmask]
Subject: Question for Law Firms regarding retention: client or matter level?

A question came up in our internal review of our retention schedule.   While jurisdictions vary on the language, a majority indicate that retention is tied to the representation of the client.  Are there firms that interpret this as meaning any and all representation?  In other words, does your firm tie retention of all matter materials to the client level and not to the individual cases?  Do you wait until representation of the client has been terminated before starting the retention countdown for all materials?  Or do you apply retention at the matter level so the retention period is activated when the individual matter is no longer active?

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