Members of JMBM’s Discovery Technology Group™ were the first lawyers to author a guide to electronic records retention for BNA, a leading national publisher of information and analysis products for professionals in law, tax, business and government. The 2007 guide, Records Retention for Enterprise Knowledge Management, offers practical advice on how and why businesses should create, review or update their records retention plans to comply with regulatory requirements in the current world of records management.

It includes the kind of sample records retention plan that we develop for clients, and takes into consideration security and privacy issues under legislation such as Sarbanes-Oxley and the Health Insurance Portability and Accountability Act (HIPAA). Our insight on these issues reflects the involvement of group members in key discovery technology organizations such as the Sedona Conference Working Group on Electronic Document Retention and Production.

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