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TABLE OF CONTENTS 2
INTRODUCTION & SUMMARY OF SOME MAIN FINDINGS 5
RETENTION POLICIES 5
VOICEMAIL/EMAIL 5
RECORDS IMAGING 5
BAR CODING 6
RFID 6
OFFSITE STORAGE 6
WINNING COOPERATION FROM ATTORNEYS 7
DEPARTMENTAL ORGANIZATION 7
RATIO OF RECORDS PERSONNEL EMPLOYED TO TOTAL NUMBER OF LAWYERS EMPLOYED IN LAW FIRMS 7
THOMPSON HINE 8
BASIC DESCRIPTION OF THOMPSON HINE 8
RETENTION POLICIES 8
BUSINESS INTAKE AND RECORDS 9
RECORDS IMAGING 9
BAR CODING 9
RFID TECHNOLOGY 10
OFFSITE STORAGE 10
INTEGRATION OF EMAIL WITH OTHER RECORDS 10
ONSITE STORAGE 11
FUTURE INVESTMENTS 11
ADVICE FOR PEERS 11
DEWEY BALLANTINE 13
RECORDS STAFF 13
RETENTION POLICIES 13
ONSITE STORAGE 14
TRACKING RECORDS COSTS FOR BILLING PURPOSES 14
SWITCHING WAREHOUSE SUPPLIERS 15
DIGITIZATION OF RECORDS 16
CHANGES IN RECORDS DEPARTMENT WORK FLOW 16
ADVICE FOR PEERS 17
HOW TO OUTSOURCE RECORDS MANAGEMENT 18
KAYE SCHOLER 19
RECORDS DEPARTMENT STAFFING 19
COMMUNICATING WITH THE LAWYERS 19
SPACE NEEDS OF THE RECORDS DEPARTMENT 21
DOCUMENT IMAGING STRATEGY 21
INTEGRATION OF IMAGED RECORDS WITH PAPER RECORDS IN THE INDEXING SYSTEM 22
DIRECT ATTORNEY ACCESS TO FILES 22
IMAGE PROCESSING WORK FLOW 23
TOTAL COST OF THE IMAGING PROJECT 23
OFFSITE STORAGE 24
RECORDS RETENTION POLICY 24
VOICEMAIL/EMAIL 25
KNOWLEDGE MANAGEMENT 25
RFID 25
DESCRIPTION OF KILPATRICK STOCKTON LLP 26
CENTRALIZATION POLICIES 26
RECORDS ROOM ORGANIZATION 26
ATLANTA STAFF SIZE AND COMPOSITION 27
IMAGING PRACTICES 29
RECORDS ROOM STAFF 30
OFFSITE RECORDS STORAGE 30
FILING SHELF SPACE, CABINETS AND SYSTEMS 30
MANAGING RECORDS IN OUTLYING OFFICES 31
USE OF BARCODING SOFTWARE 32
LIISTSERVS/BLOGS USED 32
REQUEST TRACKING 33
RECORDS DEPARTMENT BUDGET 33
POLICIES ON THE ELIMINATION OR RETENTION OF DOCUMENTS 33
ADVICE FOR PEERS 34
THOMAS M COOLEY LAW SCHOOL 35
DESCRIPTION OF THE ELDERLAW CLINIC OF THE THOMAS M. COOLEY LAW SCHOOL 35
INFO SYSTEM 35
FILE RETENTION/ELIMINATION POLICIES 36
DATA STORAGE AND BACK UP 37
COSTS OF THE SYSTEM 37
ACCESS TO THE SYSTEM 37
BEYOND THE SECRETARIAL STAFF 37
ONLINE SYSTEM IS IDEAL FOR EDCUATIONAL NEEDS 38
COMPREHENSIVENESS OF THE ONLINE SYSTEM 38
TRAINING 39
BENEFITS 39
ADVICE 39
BLACKWELL SANDERS PEPER MARTIN LLP 41
RECORDS DEPARTMENT STAFF 41
SECURING ATTORNEY COOPERATION 42
EXCEPTIONS TO THE RULES: TRUSTS & ESTATES 43
RETENTION POLICIES 44
DOCUMENT IMAGING PRACTICES 45
PERCENTAGE OF THE FIRM’S RECORDS TO BE DIGITIZED 47
EMAIL INTEGRATION WITH RECORDS MANAGEMENT 47
VOICEMAIL INTEGRATION 48
OFFSITE SPACE 48
COSTS OF IMAGING 48
ADVICE FOR PEERS 49
THE ROLE OF THE NATIONAL ARCHIVES IN LEGAL RECORDS FOR THE FEDERAL GOVERNMENT 50
SETTING RETENTION POLICIES 51
RECORDS IMAGING 52
LONG TERM COSTS OF MAINTAINING INFORMATION IN ELECTROINC FORMATS 52
US COURT SYSTEM FOR THE DISTRICT COURTS 54
DIGITIZATION EFFORTS OF THE U.S. COURTS 54
ASSURING RETENTION 55
COST SAVINGS FROM DIGITIZATION 55
IMAGING OLD RECORDS 56
PDF AS THE PREFERRED VEHICLE 56
RECORD RETENTION POLICIES 56
PACE OF DIGITIZATION 57
PDF LOCKDOWN 57
PAPER RETENTION 57
FULBRIGHT & JAWARSKI 59
BASIC DESCRIPTION OF FULBRIGHT & JAWARSKI 59
LEGAL RISKS IN SLOPPY ELECTRONIC RECORDS RETENTION PRACTICES 59
PREVAILING PRACTICES OFTEN INEFFICIENT AND LEGALLY RISKY 60
FULBRIGHT & JAWARSKI RECORDS MANAGEMENT REGIME 61
ADVICE FOR PEERS 62
DARBY & DARBY 63
IMAGING CENTER 63
ONSITE STORAGE 63
OFFSITE STORAGE 63
BAR CODING and RFID 64
RETENTION POLICY 65
EMAIL ARCHIVING 65
KNOWLEDGE MANAGEMENT 65
COOPERATION FROM ATTORNEYS 65
PLANS FOR THE FUTURE 66
OTHER REPORTS FROM PRIMARY RESEARCH GROUP INC. 67
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