Information Governance for Legal Practitioners – a Guide to Discussions with Clients - On Demand

Excellent program! Well done. Question: how would you approach a document retention program for a small entity or sole proprietary. I am thinking about writers, but this could relate to any creator type. Many here is Texas are creating LLCs. Thank you.

For a small entity, I’d find a basic record retention schedule that would help make sure certain records associated with every enterprise (e.g., tax records, certain incorporation materials, contracts, and perhaps employment information) is being maintained for an appropriate amount of time. I’d then find a good way to copy and back up those records, and include some thoughts on disaster recovery. There are some good free resources available through simple internet searches – I’d recommend looking at ARMA and AIIM resources, and then do some compare-and-contrasts among available resources to find a good position for a small organization to take.