“…Having a formal document destruction policy is a smart move for many reasons. It greatly streamlines the process of analyzing whether each file should stay in storage or be destroyed, because you have already gone through the issues and identified the rules to apply. It can actually reduce your malpractice premiums to have such a policy in place, and it allows you to point to that policy if anyone ever questions why a file has been destroyed. It also provides a basis for setting client expectations on file retention from the opening of a new engagement through the destruction of the file…”
Sample Document-Destruction Policy-Lawyerist
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