eDiscovery and Information Retention Counseling

Information Retention Counseling Toolkit

Why a Toolkit?

The Information Retention Counseling Toolkit is a starter package designed for companies and organizations looking to take the first basic steps toward implementing records and information governance across their establishments in a cost-efficient manner. The toolkit was created as a way for organizations to design and implement necessary records and information retention policies and to institute responsible and defensible retention and deletion processes.

Practicality.

Cooley's template policies and retention schedules are provided with ample commentary and guidance for organizations that want to begin the process of designing a records and information program, without spending tens of thousands of dollars to do so. Our policies and processes are drafted with the foremost goals of practicality and administrative efficiency in mind, so your organization can hit the ground running.

Defensibility. 

The package includes the tools necessary to create a defensible legal hold process and framework to help insulate your organization from potential liability that could result from inadvertent loss or deletion of information you may be obligated to retain.

Experience.

The toolkit includes 3-5 hours of hands-on counseling from Cooley attorneys with decades of experience in information governance and eDiscovery law at no additional cost. With practical implementation and pragmatic administration in mind, our team of information retention counseling attorneys can help you tailor your policies to adapt to your organization's specific needs, addressing key rules and obligations in a fast-moving regulatory environment.

Note: The Information Retention Counseling Toolkit is not a guarantee of compliance with all regulatory rules and obligations. Additional work by the client and/or further advice from legal counsel may be necessary to achieve substantial compliance.

View the toolkit