Records retention presents important issues of ethics (safeguarding client property, maintaining confidentiality and loyalty), risk management (avoiding ethical violations and claims), and cost control.

A new article written by our Corporate Counsel, Daniel Hager, outlines steps that your firm can take to implement an effective records retention policy that will help your firm meet its ethical obligations, reduce risk, and lessen costs.

California Firms: Click here to download this article.
Arizona Firms: Click here to download this article.
Firms not in CA/AZ: Click here to download this article.