The Firm has implemented a procedures for requiring attorneys, paralegals and assistants to move their client e-mails from their Inbox to DM. This is critical to ensure that all client records are complete, filed in DM, and easily searchable and accessible at any given time, including in the event of a client audit request.
The following assistance will be available to you:
- Written instructions are attached for getting client e-mails to DM using the “Email Auto Bulk-Filing” tool under “Programs,” creating “Categories” and “Setting Up New Folders for Filing”; and
- Contact paralegal staff.
See attachment for the written instructions.