Wortzman Nickle provides legal and technical advice to organizations by drafting and implementing records management and related policies that encompass records in both paper and electronic formats. Our policies are drafted from legal, practical, and technical perspectives to provide our clients with customized, legally defensible policies that are compatible with their IT infrastructure and business requirements.

Our available services include the drafting and implementation of the following policy documents:

 

Records Management Policy

that:

• outlines the objectives of the organization's records management policy
  
  
• incorporates a classification plan
  
  
• has the ability to be suspended/superceded in the face of litigation, audit, investigation, or other regulatory proceeding
  
  
• defines business records so that they can be appropriately classified and retained based on the most current legal, regulatory and business requirements
  
  
• defines non-business records so that they can be subjected to regular disposal, reducing the overall volume of information in the organization
  
  
• manages personal, confidential and privileged information in records.
  
  

• Legal Hold Policy

  that defines the triggering mechanism and considers all potential record sources, including paper and electronic records.