Records retention and disposition is a headache for any organization, but it is a particular challenge for law firms because of the very nature of what they do and how they operate. According to the 2018 ABA Legal Technology Survey, 53 percent of respondents report that their firms have a policy to manage the retention of data held by the firm, a figure that increases with firm size. Indeed, roughly 9 in 10 law firms with more than 100 attorneys now have a formal data retention policy in place.

But in these days of increasing law firm data breaches—Legaltech News reported recently that more than 100 law firms have reported breaches across 14 states since 2014—appropriate records disposition is a critical first step in data protection.

Two Categories of Law Firm Records