Archiving Completed Case Files for Retention Compliance
Law firms must retain case files for years after matter closure, following bar association retention rules. Active case files with hundreds of documents need to be consolidated, indexed, and compressed for cost-effective long-term storage.
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- Review the case file and remove duplicates, drafts, and non-essential documents
- Convert any remaining non-PDF documents to PDF format
- Use the PDF Merger to consolidate the case file into logical volumes (pleadings, correspondence, evidence)
- Use PDF Metadata Editor to tag each volume with the matter number, client, and retention date
- Use PDF Compression to minimize storage costs
- Store the archived volumes in the firm's records management system with proper retention flags
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