JURISINK™ CLIENT FILE RETENTION & ARCHIVING SERVICES

If your closed client files are piling up in your office or are taking up valuable space on your data storage system, it may be time to develop, implement, and execute a client file retention and archiving policy for your law firm. Do not worry if you don’t have the time to do it. We do. To get you started, the law practice professionals at jurisINK™ will provide you with an ethically sound, written client file retention policy, a closed file checklist, and closed file reports. Then, using a combination of qualified jurisINK™ team members and document archiving vendors, jurisINK™ will close and archive your paper and electronic client files. By using our services, you will not only free up space in your office and on your server, but also in your life.


what we tackle

As part of our services, we will answer the most commonly asked questions about closed files:

  1. How Long Do I Have to Retain a Client’s File after the Engagement Ends?

  2. Where Do I Start with Client File Retention Policies and Procedures?

  3. What Notifications to the Client are Recommended?

  4. How Should I Handle File Retention, Storage and Destruction?

Of course, this is not an exhaustive list. Along the way, jurisINK™ will be answering and advising you with respect to many issues which arise in the context of properly closing client files. That’s why you are hiring us.


RATES

The rates for our services depend on the scope of the project and are quoted based on the individual needs and requirements of each client. If you would like additional information about our client file retention & archiving services or would like to talk with one of our team members, please complete and submit the “Request Information” form below or call us at 216-367-5677.


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