Hi Sharon,
I have used the services of Montana Associates and was pleased with both the work product and experience.
I have also worked with various counsel over the years and, to be honest and not naming names, I find law firm generated policy and schedules to be less workable and overly cautious than I prefer.
My process, when I did such things, was to hire a firm like Skupsky, Montana, Jordan Lawrence, or do it myself, then have MY counsel (inside and outside if necessary) sign off on it.
Larry is right though - if you hire anyone to do the development work, once you accept the work product it is then your obligation to keep it up to date, as often and as thorough as you deem appropriate for your business needs.
Hope that helps. Good luck with your project!
Julie
**All comments are my own personal comments and not necessarily those of my employer or other organizations I am associated with.
Sent from my iPhone
On Jul 11, 2013, at 10:14 AM, Sharon Morris <[log in to unmask]> wrote:
> Hello All,
>
> I currently updating a 20+ year old retention schedule. After validating
> and updating the record inventory, I suggested working with Donald Skupsky
> and/or his tool to develop the retention schedule.
>
> I was asked by the general counsel to identify additional lawyers we can
> work with to develop the retention schedule.
>
> Has anyone on the listserv used outside counsel to develop retention
> schedules?
>
> How did you find a lawyer or firm that has done this before?
>
> What was your experience?
>
> Can I get a referral?
>
>
>
> Kind Regards,
>
>
> Sharon
>
> Sharon A. Morris, CRM, AIIM ERMp, Six Sigma Greenbelt
> Records & Content Management Consultant
> [log in to unmask]
>
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