Records Management and Retention Policies

Comprehensive and well-designed records management and retention policies are critical to ensuring your company’s compliance with federal regulations, especially new federal e-discovery rules.

We counsel and advise clients on all aspects of the development, implementation, and operation of records management and retention policies, including comprehensive electronic records management policies and procedures for email and other electronic records.

We begin by performing a risk assessment and audit of your existing policies and procedures to confirm compliance, or identify compliance gaps, with applicable laws, statutes, and regulations. And when it comes to cost-effective and legally compliant discovery procedures, we can assist you with implementing litigation preparedness and e-discovery policies in light of new federal e-discovery rules.

We also review and negotiate service and license agreements with electronic records software vendors and service providers, and we have developed contract management policies to ensure electronic access to key contracts, appropriate employee access controls, and development of vendor agreements for implementation of contract management software solutions.