Document Management and Retention: Can I Throw It Away Yet? - Webinar
It is common for firms to have hundreds, sometimes thousands, of closed bankers boxes sitting around, with some spending thousands of dollars per month on closed file storage. Many firms are moving towards paperless office environments, which begs the question(s): “How long do I have to keep my closed files … paper or electronic?”… and “How can I convert that paper to digital so I can destroy the paper files?”… and “What guidance do statutes, the Rules of Evidence, and the Rules of Professional Conduct offer?” In this webinar, you will learn document management and retention essentials and a common-sense, economical, and ethical approach to a complex issue. Learn how to reduce your paper burden while meeting your obligations under Colorado Rule of Professional Conduct 1.16 for properly handling client files after the representation concludes.
CBA-CLE and CBA have partnered with Affinity Consulting Group to bring free law practice management and technology-related resources to members and passholders. Affinity Consulting Group specializes in strategic technology and management solutions for law firms and legal departments of all sizes. Find out more about the Law Practice Management resources, access past webinars, and sign up for upcoming webinars.
CBA-CLE will email webinar access information to registrants 24-48 hours before the program.
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
12:00 – 1:00 pm
Document Management and Retention: Can I Throw It Away Yet?
Presented by Jeff Krause, Esq., Affinity Consulting
Registration Fees
| Non Member | $75.00 |
| Paralegal/Support Staff | $27.50 |
| Public Service/Government/Non-Profit | $27.50 |
| Active Military | $27.50 |
| New Lawyer Edge | $0.00 |
| CBA Member | $0.00 |
| Elite Pass Holder | $0.00 |
| Student Currently Enrolled in Law School | $0.00 |
- General Credits: 1.00
- Ethics Credits: 1.00
- EDI Credits:
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