Introduction to Records Management for Legal Professionals

On April 16, 2013 I will co-present an introduction to records management as part of The Osgoode Certificate in E-Discovery, Records Management, Information Governance and Privacy, a new 5-day certificate program.  Along with Susan Nickle of Wortzman Nickle Professional Corporation, I will give an overview of records management practice which includes:

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  • Why best eDiscovery practices start at records management
  • The business case for sound records management
  • How to go about setting up a records management policy


The certificate focuses on key areas in eDiscovery: records management and information governance; privilege, privacy and confidentiality concerns in the context of eDiscovery; preserving, identifying and collecting electronically stored information (ESI); and culling, analysing, processing and reviewing ESI.  The program concludes with an analysis of forensic essentials.

Although designed for judges, lawyers in private practice, in-house counsel, and other legal professionals such as Litigation Support Specialists and Court Clerks, it may also be of interest to Records and IT System Specialists, Compliance and Risk Managers, and Information and Privacy Officers.

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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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