Handling Client Data - Document Retention & Archiving for Law Firm Support Staff

Introduction

Handling client data is a fundamental responsibility for everyone involved in supporting client work.

It is crucial in terms of regulatory compliance and maintaining confidentiality. This short webinar tells you all you need to know.

What You Will Learn

This webinar will cover the following:

• Why data handling matters (confidentiality, compliance, risk)
• Overview of key regulations (e.g. GDPR fundamentals)
• What is ‘Client Data’?
  • Types of client data handled in practice
  • Sensitive vs routine data
• Retention Principles
  • Why retention policies exist
  • Typical retention periods (high-level examples)
  • Risks of over-retention and under-retention
• Practical Archiving
  • When and how to archive files
  • Email and digital document management basics
  • Secure storage considerations
• Common Pitfalls
  • Informal storage (desktops, personal folders)
  • Email misuse
  • Failing to follow firm policies
• Best Practice Checklist
  • Simple do’s and don’ts for support staff
  • Embedding good habits
• Key takeaways