Do you know what types of records and information you have on hand?
When setting up records retention and destruction guidelines you must first have records management program in place. Then you must understand the different types of records and information your firm either creates or receives. Do you have client files, company administrative records, financial records, voicemails, etc.? Each of these types of records have their own set of guidelines. This video reviews the different types of records and their expiration guidelines and the consequences of improper destruction.
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