Goal & what you need
Goal
Preserve substantive matter communication in a retrievable form without relying on one person's mailbox.
What you need
- Matter repository access
- Email message and attachments
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Members can open all 6 steps.
- 1Confirm the matter
- 2Assess whether the message is substantive
Continue the full course
Open the complete SOP and every learning asset
Membership includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list.
Sources & references (8)
Preview two sources. Members can open the complete source list.