Legal
Keeping and destroying records
Your periods, your decisions, dated — and no certificate issued
- Records retention scheduleYour record classes, the period you set for each, and the basis you recorded.
- Records destruction logWhat the batch was, who authorized it, the date and the method you recorded.
What keeping and destroying records covers in Legal
Your periods, your decisions, dated — and no certificate issued. That is the job Keeping and destroying records does inside CompliMaint Legal, and it holds 2 tools for it — things to log and programs to plan. Each opens at its own address, free, with no account and nothing to install. The app around them is for the legal-administrative paperwork an operating business produces.
The questions this section answers
- Write your periods down — Records Retention Schedule
- Note what was destroyed — Records Destruction Log
1 thing to log: written down on the day it happened. 1 program to plan: decided ahead of what will be done, and when.
Connected CompliMaint apps
- CompliMaint Work & Projects — Today, tasks, projects and a portfolio — with the meetings, decisions and records behind them. 2 tools in keeping and destroying records are work Work does too, at the same address.
Where to go next
- Contract records — What was promised, who signed it, and what is still confidential — 3 tools
- Certificates & cover — What expires, and who is exposed when it does — 1 tool
- The matter file — Opening it, searching for conflicts, and what you are still chasing — 12 tools
- Time & costs on a matter — Hours, advances and fees — recorded, never rounded or rated — 3 tools
- The entity — Decisions indexed and filings tracked, on dates you entered — 2 tools
- Money on a matter — Estimates and budgets from your own figures, and never a rate we made up — 3 tools
- Risk on a file — The things that go wrong because nobody remembered they were outstanding — 2 tools
- Know-how — An index of your own precedents — this product supplies none — 1 tool
- Where work comes from — In and out, with no fee arranged and nothing determined — 1 tool
- Documents — Everything you have filed, ready to reopen or print