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

When:  Sep 19, 2017 from 12:00 PM to 1:30 PM (CT)

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

Lunch Sponsor: Mattern & Associates

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

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.

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Polsinelli PC
900 W. 48th Place
1st Floor
Kansas City, MO 64112



Larry Crow
(816) 572-4482