Sector specific.

LEGAL RIM

Records Management in the Legal Environment: A Handbook of Practice and Procedure Jean Barr, CRM; Beth Chiaiese, CRM; and Lee R. Nemchek, CRM

An indispensable practical guide for legal practitioners, Records Management in the Legal Environment presents best practices for the unique records management processes and procedures encountered in the private legal environment. Its major topic areas include:

* operational "back-office" procedures, such as personnel management, space management, and accounting/budgeting practices

* "front office" processes that directly support the practice of law. These include conflicts of interest (i.e., searching, identifying, analyzing, and resolving conflicts of interest), client/matter intake, docket/calendar, litigation support, and business development

* the management of records resulting from specialized law practice areas, which--with their unique workflow and procedures--produce records with different recordkeeping requirements

The book's appendices include extensive exemplars, with annotated lists and forms packages; bibliography with full citations and further readings on all facets of legal records management; and an indexed table of authorities, including cases, statutes, regulations, restatements, model codes, and ethics opinions of various issuing bodies.

ISBN: 1-931786-09-7 (ARMA)

Hard cover, English, 640 pages, 2003

Catalog No. A4612

$129, ARMA member $89

Report on Issues Surrounding Retention of Client Files in Law Firms Helen Andrews, Phillip L. Holloway, Clare M. Ledwith, K. Anne Mutchler, Roseanne M. Shea, and Gloria Zimmerman

As a foundational document for the comprehensive text Managing Records in the Legal Environment, this book has been made available once again.

Based on a records retention survey of nearly 150 U.S. law firms and an exhaustive search of articles and opinions from the American Bar Association (ABA), as well as numerous state and local bar associations, this publication discusses how to establish a client file retention policy for law firms. It tells the reader how to develop and implement written document collection and retention policies.

Nearly 60 pages of exhibits and appendices include the records retention survey summary, state and local citations to the ABA, common points of agreement, and abstracts of bar association opinions.

ISBN: 0-933887-46-9 (ARMA)

Spiral bound, English, 94 pages, 1993

Catalog No. A4593

$20, ARMA member $15

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