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Firmwide Closed-File Retention Policy

Currently access rules for closed sensitive matters are ad hoc and partners disagree on who needs permanent access. Id…

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DBecome — “help me grow”Currently access rules for closed sensitive matters are ad hoc and partners disagree on who…+
Currently access rules for closed sensitive matters are ad hoc and partners disagree on who needs permanent access. Identify the risk of keeping broad access versus locking files too tightly, and propose a firm policy that sets retention and a clear access tiering with two approval roles. Explain how to implement this with the records manager so partners don't feel excluded.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

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We want consistent retention and access for closed sensitive files across the firm.

Who does this

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Legal Assistant

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