Legal Services Offshore blog
Record-retention inventory support for law firms
List matter records, locations, owners, and known gaps while the firm controls retention rules and destruction decisions.
Defined workflowAttorney review gatesPractical escalation
Inventory the record set
Record matter, record type, location, date range, owner, and source system. Include empty or unavailable locations as explicit findings.
Separate inventory from policy
A support role can identify what exists and where it was found. The firm decides retention period, legal hold effect, and whether anything may be destroyed.
Make gaps actionable
Group missing items by owner and source, retain the search steps, and route questions to the designated records contact. Do not silently remove an unresolved entry.