Atlanta: 5 Steps to Get Control of Your Firm's Records Situation

When: Dec 6, 2017 from 12:00 to 13:30 (ET)

Description

We will discuss the five steps you can implement now to get control over your firm's records situation and cost-effectively eliminate the offsite storage burden:

Develop a firm-wide strategic plan for records
Leverage firm systems in an integrated manner to support the migration to electronic records
Implement a workflow scanning solution to reduce the amount of paper the firm handles daily
Identify and obtain key offsite storage contract terms and conditions to help reduce permanent withdrawal costs and destroy records cost-effectively
Apply a records retention policy that lays out the guidelines for paper and electronic records

Presenter

Stephen Cole is the Director, Client Technology & Strategy at Mattern & Associates. He has a successful track record with over 20 years of expertise in consulting for large law firms on a wide variety of subjects. Stephen's experience comes from both the service provider and law firm sides, having previously been the vice president over the legal business unit at Pitney Bowes Management Services, a technology specialist at an Am Law 50 firm and, most recently, a regional vice president at Ipro Tech.