>> these "client" records will now be scanned and stored electronically<<

Others have covered the ownership topic well.  I will stick to the imaging portion.  I would make sure that your organization fully understand the customer's requirements.  While ESIGN, UETA and the Rules of Evidence generally provide for the acceptance of electronic records, there are exceptions.  Additionally, there may be regulatory requirements related to retention of originals after scanning as well as specific requirements related to regulatory orders, consent decrees and active legal holds.



Bill Roach, CRM

Opinions are my own and not those of my employer or any other third party.

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