Washington State Paralegal Association

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Document Management, Retention, andDestruction for Paralegals

  • 05/04/2023
  • 11:00 AM - 2:15 PM
  • Webcast

Register: https://ipe.nbi-sems.com/ProductDetails/Document-Management-Retention-and-Destruction-for-Paralegals/Video-Webinar/96707ER_3922081?st=WA

Program Description

Take the Guesswork out of Managing Case Documents and Disposing of Them 

Document management is a formidable legal minefield, and improper document handling can land a law firm in hot water. Take this course to learn best practices for organizing case documents and dealing with requests for production, while keeping in mind the legal requirements for preservation of evidence, retention timelines, confidentiality compliance, and destruction requisites. You'll gain the latest storage solutions, strategies for retrieving information, and guidelines for properly destroying files. Let our experienced faculty provide you with tried and true methods that you can begin using immediately. Register today!

  • Review the legal requirements and confidentiality compliance involved with case document management.
  • Save time and headaches by establishing a universal document management system that works for every case.
  • Discover how to save documents in readable, searchable, and printable formats.
  • Effectively organize and track discovery documents from both clients and opposing parties.
  • Learn the procedures for properly closing files and destroying documentation.

Who Should Attend

This intermediate level program will provide attendees with practical strategies for effective document management. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  1. Document Management: Getting Started
  2. Effective Case Document Control and Organization
  3. Organizing Discovery Documents for Paralegals
  4. Electronic Document Management, Metadata, and Production
  5. Proper Closing and Destruction of Documents

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092

206.653.7259

info@wspaonline.org

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