Like many small firms, one Michigan office operates in a precarious environment. With only two attorneys and four staff, it faces heavy competition from larger firms as well as from…
CLIENT RELATIONS
Unique client communication approach gives small firm a huge marketing advantage
October 9, 2018 by
READER TIPS
How to protect your client data while complying with PCI anti-fraud measures
November 24, 2017 by
What would you do if you were asked to install monitoring software on your network? Gary Allen Gardner of Rosi & Gardner, P.C. in Traverse City, Michigan, shares how he resolved a recent troubling request his firm received…
CLIENT RELATIONS
Ask this one question to keep the clients coming
April 7, 2017 by
A client survey can take whatever form and be as detailed as the firm wants. But there is just one question to worry about: Will you…
RECORDKEEPING
How long should you keep client and practice records?
April 8, 2014 by
A lot of questions come up about the most basic elements of maintaining and destroying client records.
And that’s because to many of those questions “there’s no hard and fast answer,” says Washington, DC, attorney and record management consultant Teresa Schoch is also a past member of the Michigan Bar Association’s ethics committee.
Here are seven such issues.
The 10-year retention practice
How long do client records have to be kept?
Client records are usually maintained for 10 years, Schoch says. “That’s a common number.” It applies to anything other than wills, trusts, documents related to corporate filings, and original documents that have to be kept long…
