Stephen,
To my knowledge our firm (500 attorneys) has no policy at all regarding
this situation. We have procedures for transferring client files when an
attorney leaves, but nothing regarding their general desk documents. I
feel your pain!
Pilar C. McAdam
Director Legal Information Systems
Sheppard Mullin Richter & Hampton
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Pilar C. McAdam
Director of Legal Information Systems
333 South Hope Street
48th Floor
Los Angeles, CA 90071-1448
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Direct: 213.617.5417
Fax: 213.443.2703
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From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Stephen Cohen
Sent: Thursday, February 28, 2008 12:16 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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