Michael: You might get better responses from the legal records
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Lee R. Nemchek MLS, CRM
Information Resources Manager
Morrison & Foerster LLP
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From: Michael Shahan [mailto:[log in to unmask]]
Sent: Thursday, August 26, 2004 7:55 AM
To: [log in to unmask]
Subject: Master Client File
How many law firms create a MASTER CLIENT FILE for new client/matters
that contains key information such as the following:
Information on Initial Intake
Records Taken By Documentation
Records Returned Documentation
Records Destroyed Documentation
What media type is used for creation?
Is the record kept with the attorney or in the records department? After
the matter is closed is the record kept indefinitely? Is the record kept
on-site or off-site? Does Retention apply? For firms with satellite
offices was this implemented in all?
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