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The New Guide to File Retention and File Destruction

Program originally held on June 9, 2010

One of the major challenges for lawyers is how to deal with the increasing volume of retained records and closed files, both paper and electronic. This audio stream will help you develop best practices for closure, retention, and destruction of files to improve efficiency and protect against malpractice claims. Obtain valuable tips on closing your files, minimizing the risk and expense of storing files and receive a draft retention policy to assist you in constructing your own policy.

View Program Agenda (PDF)




Program Details

Program materials are provided as PDF only. Materials are not printed or sold separately.

You will learn about:

  • Reasons for file retention
  • Closing client files - policies and preparation
  • Purging files and client communications
  • Establishing a policy for file destruction dates and protocols
  • Dealing with file documents - who owns what?

CPD Hours

Note: Viewing archived webcasts, video replays, or other on demand or recorded program formats without a colleague is now an eligible educational activity for the annual CPD Requirement for up to 6 CPD Hours per calendar year.

Note: Effective April 26, 2012 new members may now apply any program or activity that contains a minimum of 0.5 Professionalism Hours toward the annual CPD requirement.

Accredited programs that took place prior to 2012 are accredited for a one year period and will appear in the Member Portal for 1 year from program date. After that time they are no longer accredited for professionalism hours. Members may apply the time spent viewing these programs toward their Substantive Hours, or they may apply for re-accreditation of the program. 2012 programs are valid for 3 years from the program date. To apply for accreditation of the professionalism content in this program please visit: http://rc.lsuc.on.ca/jsp/cpd/cpdAccredProcess.jsp

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