Store your business’ essential documents securely offsite to save space and ensure compliance.
Protect your business’s digital media in a secure, climate-controlled vault.
Preserve the safety and integrity of biological samples, pathology slides, and critical medical materials with secure, climate-controlled storage.
Optimize storage for pallets and bulk items with secure, scalable solutions ideal for growing businesses.
Secure your essential records like wills, evidence, trusts, and legal documents in our vault.
Easily manage and track your inventory online with Corodata’s secure and user-friendly Client Portal.
Access your physical documents digitally with Corodata’s Scan on Demand service. Deliver secure, on-request scans directly to your device.
Digitize large quantities of documents efficiently with Corodata’s High Volume Scanning. Ensure quick, secure, and accurate conversion to digital files.
Securely access your digital and scanned documents anytime from your desktop, tablet, or phone with CoroVault.
Keep your business compliant and secure with our NAID-certified paper shredding services.
Securely dispose of IT assets with secure data destruction and responsible recycling.
Prevent data breaches with certified hard drive destruction, fully wiping data and ensuring compliance.
Host a shred event to provide secure shredding services to your community at a central location with our mobile shred truck.
We offer a range of secure, locked shred bins and consoles designed to safely store confidential documents and files. Explore our available options today!
Stay informed with the latest records management tips, industry news, and expert insights.
Unlock free exclusive ebooks, templates, and checklists to streamline your business operations.
Access free on-demand webinars to master Corodata’s client portal.
This guide reveals exactly which business records to keep and for how long.
Safeguard your business operations and speed up recovery during a crisis by completing this disaster recovery plan.
Easily maintain HIPAA compliance with our comprehensive checklist.
Since 1948, we have delivered secure records management solutions to help businesses confidently protect and manage their information.
Free Guide
California law firms manage records across dozens of document types, each with its own retention requirement. As a desk reference for office administrators, records managers, and paralegals, the Law Firm Document Retention Guidelines is Corodata’s go-to guide that maps every document type against both the national baseline and California-specific guidance, so it’s always easy to tell which standard applies.
For California law firms, records retention means knowing exactly which standard governs every document type your firm manages. Without a reliable reference, staying current with both national baselines and California-specific requirements means cross-referencing multiple sources every time a retention question comes up.
With the Law Firm Document Retention Guidelines, you have instant access to authoritative sources and citations for every document type, including California bar opinions, ABA rules, IRS requirements, and California Corporations Code obligations. Whether you’re building a new retention policy, updating an existing one, or managing the day-to-day records at a law firm, this guide provides a defensible starting point your firm can use whenever a retention question arises.
Requirements are displayed side-by-side for easy comparison
Guidance on which California retention requirements supersede federal standards
Authoritative sources for each retention requirement
Annual review recommendations for staying current
Permanent retention requirements for formation documents, minutes, and resolutions
Stock ledger and corporate record retention obligations
National and California requirements that apply
General closed civil file retention windows
High-risk and long-tail matter retention requirements
Retention timelines for matters involving minors
Client consent requirements before destruction or return of originals
Client trust account ledger and reconciliation retention timelines
Billing record, invoice, trust account, and firm financial requirements
California’s stricter minimum retention requirements at a glance
Engagement letter, fee agreement, and docketing retention rules
Email and internal work product file inclusions
HR file post-termination retention requirements
Internal research memo handling and reuse guidelines
Download the Law Firm Document Retention Guidelines as a go-to reference for managing your firm’s retention policy.
