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Document Management & Retention: Can I Throw It Away Yet? 2025

Product ID: CA3780R5
Presented By: State Bar of Wisconsin PINNACLE

Docs in a row

Before lawyers can even think about destroying old files, they have to be able to find them. A successful retention or destruction policy depends entirely on your ability to locate documents reliably when needed. In other words, managing your files is the real first step—because you can’t get rid of what you can’t find.

That’s where Document Management and Retention: Can I Throw It Away Yet? comes in. Whether you’re refining existing practices or establishing new ones, this seminar offers practical and ethical guidance to help you take control of your documents before, during, and after their useful life. 

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Webcast seminar
OnDemand seminar

Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE, 1 EPR

Date and Time

Tuesday, June 10, 202512:00 PM - 1:00 PM CT

Add to Calendar 6/10/2025 12:00:00 PM 6/10/2025 1:00:00 PM America/Chicago Document Management & Retention: Can I Throw It Away Yet? 2025

Docs in a row

Before lawyers can even think about destroying old files, they have to be able to find them. A successful retention or destruction policy depends entirely on your ability to locate documents reliably when needed. In other words, managing your files is the real first step—because you can’t get rid of what you can’t find.

That’s where Document Management and Retention: Can I Throw It Away Yet? comes in. Whether you’re refining existing practices or establishing new ones, this seminar offers practical and ethical guidance to help you take control of your documents before, during, and after their useful life. 

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Docs in a row

Before lawyers can even think about destroying old files, they have to be able to find them. A successful retention or destruction policy depends entirely on your ability to locate documents reliably when needed. In other words, managing your files is the real first step—because you can’t get rid of what you can’t find.

That’s where Document Management and Retention: Can I Throw It Away Yet? comes in. Whether you’re refining existing practices or establishing new ones, this seminar offers practical and ethical guidance to help you take control of your documents before, during, and after their useful life. 

Read More ↓

Jeffrey S. Krause is part of Affinity's document management team. He specializes in corporate legal department deployments and workflow design and efficiency. Jeff practiced law for two years after finishing law school in 1996 but decided technology was a better path for him. He began working for a pioneering legal technology consultancy called MicroLaw in 1998. In 2003, Jeff started his own legal technology consultancy, which he ran until 2016, when he joined Affinity. Jeff's superpower is patience, and his favorite part of his job is the satisfaction of helping someone solve one of their business problems.

  • Best practices for document retention and destruction
  • How to implement a robust document management system
  • How to transition from paper-based systems to digital file management
  • Comply with ethical duties to protect confidentiality, security, and the duty to surrender client files upon request
  • All lawyers
  • Paralegals
  • Law office administrators
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