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Risk Management Library

The Do’s and Don’ts of Document Retention – More Paper or Paper-Less?

Presenter:  William Thomas, Pitzer Snodgrass, PC

Which is better, more or less documentation in your project file after the job is complete? Despite recent advances in technology, document retention has become a difficult, expensive and complex proposition.  This webinar will offer suggestions on those categories of critical project documents necessary to defend claims, and which ones are better off being discarded as a matter of course after project completion.

Participants will learn the following objectives:

  • Provide a clear understanding of the need for a firm wide document retention policy;
  • Provide real-world examples of the pitfalls and consequences of poor document retention, and how to avoid them;
  • Outline practical solutions to common issues faced when developing a document retention policy;
  • Help design professionals minimize exposure.



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Hall & Company is an AIA Continuing Education Provider

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Linda Colasurdo
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(360) 598-3700