Stephen,
Are you writing a file release policy or a lawyer mobility policy?
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Jackson Records Management Services
Sandy Jackson
Independent Contractor & CRM Candidate
for Locke Lord Bissell & Liddell LLP
[log in to unmask]
[log in to unmask]
Norcross, Georgia
tel: 404-870-4656
http://sjrmservices.cabanova.com
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Stephen Cohen
Sent: Thursday, February 28, 2008 3:16 PM
To: [log in to unmask]
Subject: Attorney departure policy re: records
I've recently experienced a few attorney departures, which for the
Records Dept, usually results in us receiving records that were checked
out to the attorney or need to added and catalogued/described. What
prompts me to write is that I just received about 20 feet of paper
records in no particular order and with minimal description at best. The
records include everything - matters, administration, personal and
family. basically, it looks like the office was packed up and delivered
to my doorstep. I can and will take care of this. But in going forward,
I would like to develop a policy whereby attorneys who are about to
leave, must review their records and take the necessary steps to ensure
they are routed to the Records Dept or to other attorneys. It's been a
while since I had to enforce such a policy, and my mind is drawing a
blank at the moment (If I had lunch today, I could blame it on the
post-lunch food coma. Maybe it's a hunger coma?) Would anyone be willing
to share their policy/procedure statements?
Thanks, Stephen
Stephen Cohen
Records Manager
MetLife \ Legal Affairs
27-01 Queens Plaza North
Long Island City NY 11101
212-578-2373
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