Document Management and Retention: Can I Throw It Away Yet?
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ISBA’s Practice Toolbox Series
Presented by the Illinois State Bar Association
1.0 hour MCLE credit, including 1.0 hour approved Professional Responsibility MCLE credit in the following category: Professionalism, Civility, or Legal Ethics credit
Original Program Date: August 22, 2023
Accreditation Expiration Date: August 30, 2025 (You must certify completion and save your certificate before this date to get MCLE credit)
It is not uncommon for firms to have hundreds, sometimes thousands of closed bankers boxes sitting around, with some spending thousands of dollars on closed file storage per month. Many firms are starting to move towards paperless office environments, which begs the question(s) “How long do I have to keep my closed files … paper and/or electronic?”… and “How can I convert that paper to digital so I can destroy the paper files?” In this webinar, you will learn the essentials about document management & retention and a common-sense economical and ethical approach to a complex issue.
Program Speaker:
Jeff Krause, Affinity Consulting Group
About the Speaker: Jeff is part of Affinity’s document management team. He specializes in corporate legal department deployments and workflow design and efficiency. Jeff practiced law for two years after finishing law school in 1996, but decided technology was a better path for him. He began working for a pioneering legal technology consultancy called MicroLaw in 1998. In 2003, Jeff started his own legal technology consultancy, which he ran until 2016, when he joined Affinity. Jeff’s superpower is patience, and his favorite part of his job is the satisfaction of helping someone solve one of their business problems.
Pricing Information
- Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
- ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
- Fees:
- ISBA Member Price of $30 is displayed below when you login and program is eligible for Free CLE member benefit
- New Attorney Member (within the first five years of practice) - $25
- Law Students - Free